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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An Insider View of Upcoming Tax-Law Changes from Former U.S. Elected Officials

Biden’s proposed tax bill would make many changes to income, estate and gift taxes but what exactly will the final bill look like and what will the effective dates be? Get an insider view into the dynamics and hurdles of passing the bill and what changes we may see to the bill before it satisfies Congress. We sat down with Arent Fox’s tax legislation experts and two former members of Congress to explore what the future tax-law changes might look like.

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From Intent to Action: Using Finance to Address Gender-Based Violence

Gender-based violence has enormous costs to the people who endure it, but also to society and the economy.In the U.S. alone, the annual cost of lost productivity due to domestic violence is estimated as $727.8 million, with over 7.9 million paid workdays lost each year. A 2018 report found that the total economic costs to the U.S. economy caused by intimate partner violence were a staggering $3 trillion over the victims’ lifetimes.While efforts focusing on using finance to address gender-based violence are still in the early days and many obstacles remain, there are a number of avenues investors can pursue.We sat down for a conversation with five leading experts to explore tools and opportunities for investors who wish to deploy their capital to bring gender-based violence to an end.

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The Transformative Power of Artificial Intelligence and Machine Learning - A conversation with Matthew Putman

We sat down for a conversation with Matthew Putman, cofounder and CEO of Nanotronics, a science technology company that has redefined factory control through the invention of a platform that combines AI, automation and sophisticated imagining. Matthew shares where AI and ML stand and what’s on the horizon. He discusses various real-life applications, including many that are outside of what we normally think of. He also talks about what we all should know when it comes to AI to maximize its benefits and lessen our concerns.

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Giving Together: Philanthropy and the Next Generation

Unprecedented global developments such as the pandemic, natural disasters and social and financial inequalities have led to rapid growth, advancements and changes in philanthropy. Many families have significantly increased their giving, with rising generations taking on leadership roles contributing their time, talents and resources. From shifting generational values, approaches and priorities, to new models of assessing impact – families are facing big questions that have the power to radically shape the future of philanthropy for good.We sat down for a special conversation with Rena Greifinger, Managing Director of Maverick Collective; Alex Idol, President of the Idol Family Foundation and Founding Member of Maverick Next; and Jill Shipley, Managing Director at Tiedemann Advisors. We discuss the changing role of philanthropy and effective strategies to maximize impact for positive social change. We also explore how families can tackle the world’s biggest challenges by encouraging the confidence, empathy and passions of the rising generations while honoring those that came before.

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Digital Assets 101 with Yaya Fanusie

We sat down for a conversation with Yaya Fanusie, former CIA analyst and policy expert on cryptocurrency and blockchain technology. Yaya discusses the basics of digital assets to help us better understand how we reached this moment in the new age of digital currencies and the race for the future of money.

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Cybersecurity

Cybersecurity has never been more important than it is today. Every risk management strategy for a family or business must now have a comprehensive plan to address the substantial threat of cyberattacks. It is no longer a question of if you might be threatened by a cybersecurity attack but rather when. While the threats are increasing, so too are the ways in which you can protect yourself and your business. In this two-part webinar series, we sat down with renowned security experts Guy Snodgrass and Cesare Garlati to understand the current state of cybersecurity. Additionally, we discuss what you can learn from the U.S. national security and intelligence community and the cybersecurity industry when it comes to protecting your family and your business.We continued the conversation on May 6 with Aidan Kehoe, CEO of SKOUT Cybersecurity, and discussed what actual steps you can take to protect yourself and the information you have entrusted with third parties including Tiedemann. You will learn what the real threats are, what you need to do to better defend yourself, and whom you can work with to assist in securing your information.

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The Future of Digital Currencies

On April 8th, 2021, we sat down for a conversation with international foreign policy and digital currency experts on the future of digital currencies and how the United States and its allies plan to work with their respective central banks to usher in a new era of the future money. We explored the opportunities, risks, and future geo-economic implications of central bank backed digital currencies, as well as looked to answer questions like: - What timeframe are U.S. policymakers targeting for rolling out a digital dollar? What are the key logistical hurdles? - Do regulators and central bankers in the U.S. and Europe believe there is a place for digital currencies that are backed by central banks and other non-fiat digital assets like Bitcoin? - Is there a size or “market cap” that Bitcoin could reach or has already reached where regulators decide too much capital would be destroyed by regulating it out of existence?

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Navigating the Contemporary Art Market - A guide for families on current trends, opportunities and estate planning strategies in contemporary art

In the past couple of decades, the contemporary art market has seen tremendous growth. Over the next ten years, the art industry is facing a great inflection point with the arrival of a new regulatory framework. In this panel discussion, with art experts Erica Samuels and David Rothschild and Tiedemann Advisors’ wealth planning expert Jim Bertles, we discuss how families should be thinking about the contemporary art market through estate planning strategies, current art market trends, and opportunities moving forward.

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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.

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