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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Article

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.

Video

The Future of the US-China Relationship Part 2 with Bob Hormats

On December 10th we sat down with China experts Orville Schell and Robert Hormats. Orville gave us an insider view into the current and future geopolitical challenges and opportunities facing the Biden Administration including where we are currently with the Trump Administration and how China views the new administration. Bob looked at the economic challenges and opportunities by reviewing the current trade war and how the new Biden Administration might look differently at how we work together on things such as research, business and possibly trade.

Video

The Future of the US-China Relationship - Part 1 with Orville Schell

On December 3rd we sat down with China experts Orville Schell and Robert Hormats. Orville gave us an insider view into the current and future geopolitical challenges and opportunities facing the Biden Administration including where we are currently with the Trump Administration and how China views the new administration. Bob looked at the economic challenges and opportunities by reviewing the current trade war and how the new Biden Administration might look differently at how we work together on things such as research, business and possibly trade.

Article

Staying connected through kindness and generosity

2020 is a year unlike any other. The pandemic and the resulting economic disruption continue to impact the livelihood of many around the world. Join us on this #GivingTuesday to unleash the power of generosity to make a positive change in the lives of others and to remain connected through kindness in this socially distanced world. As part of our commitment to make the world more equitable and inclusive, Tiedemann Advisors has made donations in support of the following organizations: ...

Podcast

Why Having Too Many Executors Can Melt an Estate

Tiedemann Managing Director Jim Bertles sat down with David Lenok, senior editor at WealthManagement.com, to discuss what can go wrong when a client appoints too many executors to their estate. Through a celebrity example - Tom Carvel, the creator of soft serve ice cream - they uncover how you can help clients make wise decisions about who to appoint as trustees and executors –– and particularly, how to avoid selecting people who could potentially have a conflict of interest when making decisions.

Article

Before You Wish 2020 Away, Consider These Planning Strategies

The end of the year is fast approaching, and it’s probably fair to say that everyone is looking forward to saying goodbye to 2020 and hoping for a better 2021. The presidential campaign provided insight into potential tax legislation from both candidates, and although any meaningful tax reform may be off the table absent a Democratic Senate, it is very clear that taxes will have to be increased at some point to pay for the mounting debt that the US has incurred due to the pandemic. For that reason, the current estate tax exemption amount and volatility in the financial markets make 2020 an opportune time to explore ways to reduce your tax bill or otherwise improve your financial situation. Below are some of the more common actions to consider in the next few weeks before the end of the year.

Podcast

Bridging the Political Divide | Keeping Family Ties From Fraying

In an acrid political climate, it’s vital to keep clients’ family ties from fraying, say CEO Michael Tiedemann and Managing Director and head of Tiedemann’s Family Governance and Education practice Jill Shipley in Barron’s Advisor’s The Way Forward podcast. Michael and Jill sat down with Barron’s Advisors to discuss the firm’s new practice and how it has helped families leading up to the election.

Article

The 2020 Election - What to Expect After Election Day

Read Managing Director and former top government official Robert Hormats’ piece discussing the Constitutional process for resolving disputes in a close election.

Article

Time Value of Philanthropy

The current health, economic and social crises our country is facing has inspired many to help during this time of urgent need. We’ve seen increased interest from foundations and their investment committees to consider ways they can make an impact with their capital, including raising grant budgets above the IRS’s 5% required distribution, creative financing structures such as loan guarantees and low-interest lending, and utilizing local banks to ensure loans are reaching disadvantaged communities. As more philanthropic organizations assess their grant making moving forward, we outlined in this piece the four key considerations to guide their decision-making process.

Podcast

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.

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