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.
Tiedemann Wealth Management was recognized by Barron’s as a Top 20 Independent Advisory Firm. The ranking highlighted the largest independent advisory firms and was designed to identify those with their sights set on growth.
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.
Michael Tiedemann was featured in Avenue Magazine’s August/September 2017 issue as a participant in their financial roundtable, “Market Matters.” Michael and other industry wealth management experts, offered their insights on the impact the Trump presidency has had on markets, current events and where investors should put their money now.
Tiedemann Wealth Management is pleased to announce an expansion of its business development and client services team with the appointment of Michael B. Greenwald as a Senior Vice President of the Firm.
Our CEO, Michael Tiedemann was featured on the August cover profile of Real Assets Adviser’s August issue. The article titled “The Tiedemann Effect: When a Family and its Organizations Stand the Test of Time” digs into Michael’s background and how it has shaped him both personally and professionally. The entire interview is available as a podcast.
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.
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.
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