About this site

Family Wealth Report provides unique and essential business intelligence on the world of North American family wealth in a convenient and easy-to-read format - straight to subscribers' inboxes every day along with an archive of almost 200,000 relevant articles.

It is part of the global WealthBriefing Network.

Since 2005 The WealthBriefing Network has given members access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as Family Wealth Report Breakfast Briefings and Fintech and Asset Allocation Summits in North America.

It features an industry leading awards programme with independently judged awards being presented at a sparkling gala event in New York.

Family Wealth Report subscribers benefit from the following coverage:

  • Strategic and structural changes across North America’s family office sector
  • Evolving business models and how technology can enhance the client experience and improve profitability
  • How to leverage digital delivery
  • Cybersecurity and data management
  • What clients are looking for in their advisors
  • Results and performance metrics
  • Mergers & acquisitions in North American wealth management
  • Wealth management people moves and profiles
  • The challenges of servicing families and family offices in North America
  • Asset management and allocation - new products, performance and structures
  • The compliance challenge, including data protection, AML, KYC and suitability
  • Tax, estate planning and legal issues for the North America ultra high net worth community
  • Updates on luxury goods and services

 

Subscribers include:

  • Private bankers
  • Multi and single family office owners and executives
  • RIAs
  • Asset and fund managers
  • Lawyers, accountants and trusted advisors to the private client market
  • Technology vendors
  • Business and industry consultants
  • Recruiters

This publication is supported by all the biggest names in the industry.

Group Editor Tom Burroughes and his extensive editorial team are supported by a high profile and distinguished editorial board of senior family wealth management professionals. They ensure that nothing is missed and only the most useful and important issues are brought to your attention.

Publisher Stephen Harris has over 30 years’ international financial experience as a financial journalist, publisher and private client investment manager.

Family Wealth Report is published by ClearView Financial Media with over 20 years experience of providing information to the international financial services sector.

Latest Comment & Analysis

Strategy
June 24, 2025

The Beautiful Game: How Citi Wealth Works With Sports Team Owners

With multi-millionaires and billionaires spending huge amounts on sports teams in the US and overseas, this has become a significant banking opportunity. We talk to Citi Wealth, part of Citigroup, and its head o...

Family Office
June 5, 2025

A Finger On The Pulse: Squire Patton Boggs' Family Office Practice

We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector and how the team of experts at the law firm see challenges and opportunities unfolding. ...

Wealth Strategies
May 2, 2025

A Powerful Investment Most Investors Overlook: Paying Less Tax

Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom Family Office. He spoke at this publication's Family Office Investment Forum of last week. ...

Wealth Strategies
April 30, 2025

Rethinking Risk, Return: A Smarter Approach To Asset Allocation For Long-Term Success

Among the points made here is that investors sometimes don't realize that managers get paid bonuses even when their clients lose money. This, and other points about the need to set expectations, for example, is ...

Strategy
April 9, 2025

How Wealth Business Can Successfully Grow - The "Rainmaker" Formula

At a time of continued M&A activity in the North American wealth sector, we continue to talk to those firms and advisors who get involved in the hard details of how these deals play out and what mistakes to avoi...

Strategy
April 8, 2025

Miami Wealth Managers: How We Work With Latin Clients

In the second part of this feature, our US correspondent speaks to organizations such as WE Family Offices, Maximai Investment Partners, Premia Global Advisors, AlTi Tiedemann Global, Citi Private Bank, and othe...

Latest News

People Moves
July 3, 2025

New Group CEO Heads Vistra

Hong Kong-headquartered Vistra, a provider of essential business solutions that helps organizations to invest and grow across the world, hires new head. ...

People Moves
July 3, 2025

Allfunds Names New US Head

Madrid-headquartered Allfunds, a wealthtech platform with over €1.5 trillion ($1.77 trillion) in assets under administration, makes senior hire. ...

New Products
July 3, 2025

KKR Rolls Out Financial Advisory Platform In Singapore

The US-listed investments group is building its connections to financial advisors. ...

Legal
July 2, 2025

The Two Frameworks That Could Determine Your Financial Future In Divorce

Examining ways of dividing pre-marital assets in divorce and the financial impact, the author considers two models for arriving at settlements. ...

People Moves
July 2, 2025

EFG Appoints Americas CIO, Deputy Chief Executive For Miami RIA Business

The new CIO for the Americas will continue to be based in Miami, the Zurich-listed group said. ...

People Moves
July 2, 2025

Northern Trust Names New Regional President

The new president will drive growth and deepen client engagement across the Western US. ...