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.
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.
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.
Source: Barron's Top Independent Advisory Firms
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.
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 was selected for the Financial Times’ Top 300 Registered Investment Advisors list. Introduced in 2014, the FT 300 list is designed to identify the industry’s leading wealth managers and best advisors.
Source: Financial Times - Top 300 Registered Investment Advisors List
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 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.