Tiedemann Wealth Management is proud to announce that it has been awarded “Best Outsourced CIO” by Family Wealth Report. The award was presented at the Family Wealth Report’s gala dinner held in New York City on March 2, 2017. The Family Wealth Report Awards recognize and reward those who have showed outstanding achievement, performance and innovation in the wealth management industry.
Michael Tiedemann was recently featured in Avenue Magazine’s January 2017 issue as a participant in their financial roundtable, “The 411 on Wealth Management.” Michael and other industry wealth management experts, offered their thoughts on the aftermath of the election, best practices and where investors should invest now.
Jim participated on a panel at the Markets Group’s Private Wealth Florida Forum regarding “Family Governance and Dynamics”, and how to manage wealth across generations. The panel focused on methods of developing and implementing a family governance structure and best practices for involving the next generation.
Michael Tiedemann was featured in the roundtable discussion “Uncharted Territory” in Avenue Magazine’s September 2016 issue. Michael participated alongside a group of financial experts to get their take on investment strategies in the present setting.
Chief Executive Officer and Chief Investment Officer, Michael Tiedemann is quoted in an article by Michael Wursthorn in the Wall Street Journal regarding the announcement of Tiedemann Wealth Management’s and Presidio Capital Advisors’ combining of firms.
Source: The Wall Street Journal
Tiedemann Wealth Management, a New York-based wealth advisor overseeing $9 billion in client assets, and Presidio Capital Advisors, a San Francisco-based wealth advisor and subsidiary of The Presidio Group with approximately $4 billion in assets, announced today that they have entered into a definitive agreement to combine the firms.
Michael Tiedemann, Chief Executive Officer and Chief Investment Officer of Tiedemann Wealth Management and Tiedemann Investment Committee members Robert Hormats and William Wilby hosted a private luncheon at the Metropolitan Club in New York on July 13, 2016.
Bob Hormats is Vice Chairman of Kissinger Associates. He is the Former Under Secretary of State for Economic, Energy and Environmental Affairs, and Former Vice Chairman of Goldman Sachs International.
Bill Wilby is the former Head of Equities for Oppenheimer Funds, Inc., and was the Portfolio Manager of the $14 billion Oppenheimer Global Fund which was the number one Global Equity Fund in its competitive category for the 12-year period he managed the portfolio.
The discussion focused on the history of expansionary monetary policies embraced by developed economy central banks since the global financial crisis, and the impact the unprecedented magnitude and duration of such policies are having on the world’s financial markets and geo-political landscape.
Michael was a panelist on the “High Net Worth Individuals and Family Offices’ Allocations to Private Equity” panel. As private wealth investors increasingly allocate to private equity funds, the discussion centered around the panelists’ general interest and themes associated with private equity investments. Given the current cycle, Michael touched on the sectors TWM currently evaluates and how our Research Team sources these opportunities.
Markets Group is an New York based executive forum organizer that executes conferences in North America, South America, Europe, the Middle East, and Asia. Markets Group was recently named one of America’s 500 fastest-growing private companies by Inc. Magazine.
We are sad to announce the passing of our Founder, Carl H. Tiedemann II, who died peacefully on April 30th at the age of 89.