Our goal is to guide clients through transitions and challenges with the vision and resources they need to succeed. A great place to start is here, in our library of reports, papers and other content.


Year-End Estate Planning Strategies

Jim Bertles, Tiedemann Advisors’ Managing Director, sat down with Bill Schaaf, Special Counsel at Cadwalader, (where Jim was a Partner before joining Tiedemann) to discuss year-end estate planning strategies that can benefit clients.

Quality Never Goes Out of Style: A whitepaper on how investing in quality supports Tiedemann’s investment philosophy

Tiedemann’s investment philosophy rests on three pillars which we view as critical to compounding clients’ capital over the long term. These pillars are risk management, valuation and sustainability. We believe sustainability is best achieved by entrusting capital to partners who have successful and repeatable processes that focus on investing in high-quality businesses. The key traits our managers seek in quality companies are (1) high and consistent profitability, (2) strong balance sheets and (3) excellent management teams. These are characteristics that lead to durability and sustainability, which are important to compounding wealth.

Addressing Climate Change in a Post-Pandemic World with Dickon Pinner

Important as it is to repair the economic damage from the pandemic, a swift return to business as usual could be environmentally harmful. Any recovery plan from this crisis must include greater environmental resilience focused on the economic and employment opportunities associated with investing in climate-resilient infrastructure and the transition to a lower-carbon future. In this webinar, Erik Christoffersen sits down with Dickon Pinner, the global leader of McKinsey’s Sustainability Practice, to better understand the challenges and choices ahead, and what paths we must pursue to achieve a successful recovery.

Air Travel and the Pandemic: Private Aviation Considerations for You and Your Family

In today’s world, the idea of flying commercial can be uncomfortable which is why the demand for private aviation services has soared. With so many options and providers in a highly fragmented industry, it can be difficult to decide which option is best for you and your family. Watch our video with Shawn Dinning, Joe Carfagna, Jr., and D.J. Hanlon for an overview of the various options, as well as the pros and cons of each to help you make an informed decision.

A Family Guide to COVID with Dr. William Haseltine

In this segment of our Tiedemann Advisors Speaker Series we met with Dr. William Haseltine to discuss Covid-19 treatments, vaccines, assessing your risk of getting infected, and how we can make sure our children, teachers and families are safe as schools reopen.

Leadership Challenges Over the Next Year: COVID and Beyond

In this segment of our Tiedemann Advisors Speaker Series we sat down with Lt. Gen. Douglas Lute, former United States Ambassador to NATO and Tiedemann Advisors’ Michael Greenwald. The conversation covers leadership in today’s complex environment when the world feels like it’s at a major inflection point both domestically and abroad.

Robert Hormats talks about a Modern Monetary Theory Experiment | Bloomberg’s What Goes Up Podcast

Managing Director Robert Hormats, who has worked in senior economic and trade policy roles under five different U.S. presidents and spent 25 years at Goldman Sachs Group Inc., is interviewed in Bloomberg’s “What Goes Up” podcast about his recent Barron’s byline and Modern Monetary Theory, the value of the USD, the tense relationship between China and the U.S., and how vaccine hopes are impacting markets.

Rethinking Real Estate

In this segment of our Tiedemann Advisors Speaker Series we sat down with real estate investment experts Dr. Peter Linneman and Christine Kwak. They shared their expectations for the economic recovery including how the long-term implications of Covid-19 will impact residential and commercial real estate. They also discussed the outlook for public and private real estate, including the Opportunity Zone investment program.

The 2020 Presidential Election: Thoughts and Insights

Dan Clifton, Head of Policy Research at Strategas Research Partners, shares his data-driven insights regarding the upcoming Presidential Election in this installment of our Tiedemann Advisors Speaker Series.

Pride at Tiedemann Advisors

At Tiedemann Advisors, we are reflecting on Pride a little differently this year. There won’t be actual parades and parties, but there will be time for self-reflection and acknowledgment that so much hate, bigotry and violence still exists in our country and around the world, and that Black and Transgender people and all marginalized groups still face systemic injustice and discrimination. We are acknowledging all that is missing within our organization and industry, as well as our society. As a gay man, I may not have had insurmountable struggles in my professional life, but I do know what it is like to not bring my whole self to work and what it feels like to be explicitly and implicitly counseled to do so in order to succeed.

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