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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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.

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.

China’s post-coronavirus policy includes challenges America also faces

Tiedemann’s international investment and foreign policy expert Robert Hormats discusses China’s post-coronavirus policy and highlights the challenges that the US may also be facing.

Living our values on Global Giving Tuesday and every day

While today is #GivingTuesdayNow, a global day of unity as a response to the unprecedented need caused by COVID-19, we believe that every day presents an opportunity to create a positive impact in your communities by giving some of your time, money, or the power of your voice. Read how Tiedemann approaches giving, especially during this pandemic.

Managing Family Wealth: Key considerations when creating the right solution for your family

Substantial wealth is often accumulated over generations or through a liquidity event such as the sale of a business. Regardless of its origins, wealth must be managed thoughtfully—leaving families to find solutions that align their wealth with their values, family structure and unique long-term needs. Read this paper to understand the difference between a single-family office and a multi-family office, and learn about how a hybrid solution in which families can borrow qualities from each model could potentially be the path to preserving wealth for generations.

Why Responsible Investing Has Outperformed Throughout the Pandemic

The novel coronavirus has upended normal life and rattled markets around the world. Without a vaccine, cure, or even realistic reopening of the United States economy in sight, investors are pricing in prolonged uncertainty and negative growth as consumers face restrictions on travel, dining and spending in general. One silver lining for investors, though, would be the relative outperformance of responsible investment strategies during the recent downturn. Read our piece on the reasons and implications behind this.

Stay Home. But Keep On Planning.

We recognize what a stressful time it is for everyone adjusting to a new normal as we deal with the coronavirus pandemic and the accompanying instability in the financial markets. However, the current environment presents favorable opportunities, both on the income tax and estate planning side. Read our piece on what these wealth planning opportunities are.

World War III Isn’t What the Strategists Thought It Would Be

Tiedemann’s international investment and foreign policy expert Robert Hormats discusses the implications of the coronavirus in this two-page article.

Delaware Trust Law and Impact Investing

A change in Delaware trust law permits permits trustees to consider the beneficiaries’ personal values when investing, including the beneficiaries’ desire to engage in sustainable investing strategies that align with the beneficiaries’ social, environmental, governance or other values. This language allows trustees to invest in impact investments that align with beneficiaries’ values without amending trust documents. Delaware is the only state to amend its trust law to allow for impact investing, reinforcing its position as the trust industry’s most innovative and client-centered domicile. Learn what this mean and how Tiedemann clients are benefiting from this.

Exploring Investment Opportunities in the Cannabis Industry

As the push for legalization of cannabis continues to grow both in the U.S. and abroad, the cannabis industry is garnering more and more attention from investors. To help our clients understand this dynamic and growing industry and the investment opportunities it offers, Tiedemann Advisors canvassed the landscape of legal cannabis, primarily focusing on the United States and Canada.

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