March 2018

Tiedemann is named “Best Outsourced CIO” by Family Wealth Report Second Year in a Row

We are proud to announce that Tiedemann Wealth Management was named the Best Outsourced CIO at the 2018 Family Wealth Report Awards for the second straight year. The award recognizes outstanding achievement, performance and innovation as an Outsourced CIO among firms who provide fiduciary investment management to high-net-worth clients on a fully discretionary basis.

View Press Release here.

October 2017

Tiedemann Wealth Management Commits to Impact Investing with Threshold Group Partnership

Tiedemann Wealth Management, a New York-based independent national wealth advisor with approximately $12 billion in assets under advisement, and Threshold Group, a wealth-advisory firm and family office with $3.4 billion in assets under management, founded by the Russell family and based in Seattle, today announced that they have entered into a definitive purchase agreement.

September 2017

Tiedemann Wealth Management is taking action after the hurricanes

At Tiedemann, we feel a responsibility as individuals and as a firm to support those most in need and to encourage and exhibit gratitude and compassion. In the wake of recent hurricanes, Tiedemann Wealth Management is matching employee donations and after identifying the greatest areas of need and the most effective organizations to partner with we will be organizing group volunteer efforts.

August 2017

July 2017

June 2017

March 2017

Tiedemann Wealth Management Wins “Best Outsourced CIO” Award From Family Wealth Report

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.

View File

September 2016

Jim Bertles, Managing Director, a Panelist at the Markets Group – Private Wealth Florida Forum in Palm Beach on September 26, 2016

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.