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A Q+A with Mike Tiedemann: “The Future of the Threshold + Tiedemann Partnership”

Below are questions that were recently posed to Mike Tiedemann, CEO of Tiedemann Wealth Management about the upcoming partnership with Threshold Group. Why did Tiedemann decide to partner with Threshold Group? Mike Tiedemann:  There is a strong cultural fit and values alignment between our two firms, and that is always the most critical factor when considering any inorganic expansion of a partnership.  It wasn’t lost on us that both firms were started by families - George and... Read more »

Tiedemann Wealth Management Commits to Impact Investing with Threshold Group Partnership

New York and Seattle – [October 12, 2017] 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.   “The importance of having a similar culture and vision for delivering multi-generational value for... Read more »

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Parenting Mantra Cards

Financial Parenting Mantras  Be a good role model • Practice makes perfect and it’s hard work • Have 100 1-minute conversations rather than one 100-minute conversation • Be intentional (active) rather than just having intent (passive)... Read more »

Family-Owned Properties

Considerations for Successful Governance   Crafting a plan to maintain a property for the enjoyment of multiple family members and generations depends on a number of variables including the property at hand, the family goals, and the... Read more »