Insights

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.

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Variants: The Shape-Shifting Challenge of COVID-19

We are pleased to be sitting down again for a conversation with Dr. William Haseltine. Dr. Haseltine, who is a scientist, author, former professor of Harvard Medical School and a frequent speaker in the media on the topic of Covid, recently published his new book on Covid variants. He will talk about why virus variation is critical to understanding how the pandemic will unfold and how Covid-19 may continue to affect our global economy, our societies, and all of us individually.

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Translating Science into Medicine A future informed by the lessons of COVID

We are entering the second year of the pandemic, yet there are still many unknowns about COVID-19. For example, it is still unclear why it causes a mild reaction in one person compared to a life-threatening response in another. SCORE-UW has built upon years of research to understand patients’ responses to the coronavirus and other infectious diseases and to translate novel science into medicine for better treatment and improved outcomes.

Article

Tax legislation in the Biden era

Read this summary of our conversation with Senator Byron Dorgan and Congressman Phil English from our February 4th Tiedemann Advisors Speaker Series webinar.

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Tax Legislation in the Biden Era Part 2 with Phil English and Byron Dorgan

On February 4th, we are sat down with Former Republican member of the United States House of Representatives Phil English and Former Democratic Senator Byron Dorgan to get an insider view into what tax changes may get passed through Congress and when.

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Don’t let the tax tail wag the dog

For those navigating estate and tax planning as Biden takes office, keep the entire picture in mind. Read this piece on potential tax legislation changes and steps individuals can take now to alleviate some of the guesswork and start the year strong.

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Tax Legislation in the Biden Era Part 1 with George Farber

On January 28th, we met with tax expert George Farber, Tax Director at Armanino LLP, to discuss real life considerations for possible Biden tax legislation.

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How To Give Back In Meaningful, Sustainable Ways

The year 2020 delivered a crossroads of crises that begged the question for many who are fortunate enough to ask: What more can I do to help? At Tiedemann Advisors, we have facilitated more conversations with clients and their families who felt compelled to start—or increase—their philanthropic efforts this year compared to years prior. In particular, we saw increased interest to improve access to affordable housing across the nation as demand soared due to the pandemic. Families worked with nonprofits to both increase the supply of quality homes as well as advance racial equity and promote upward mobility in this long-segregated market. For those looking to make a positive impact, whether that’s directed at relief for those affected by Covid-19, social justice initiatives, or companies combatting climate change, here are a few considerations.

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The opportunity and challenge of Equity-Lens Investing

Diversity, Equity & Inclusion initiatives, as well as impact investing through an Equity Lens, have taken a true foothold in firms advising U.S. clients. Investors are increasingly seeking ways to align financial returns with more equitable economic prosperity. However, portfolio construction that enacts long-term systemic change is not as simple as picking funds across asset classes. Learn how Tiedemann views these issues in this piece written by Tiedemann’s Impact Investing Co-Head Jennifer Ayer.

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Future Returns: How to Invest With an Equity Lens

A conversation with Tiedemann’s impact investing co-head Jennifer Ayer on how to use investment dollars to create a positive impact on racial equity and diversity. (Article published by Barron’s PENTA on January 5, 2021)

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8 Ways the U.S. Can Compete with China and Build Up Middle America

In this oped piece Managing Director and former Undersecretary of State Robert Hormats discusses how the US can compete with China. The article was originally published on Barron’s.

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