Latest Comment & Analysis
ANALYSIS: Healthcare, Emergency Medicine Looms Larger In Concierge Sector
The global market for concierge medicine is, on some estimates, going to be worth more than $41 billion by 2035. We talk to an emergency medicine business that works with wealthy individuals, and take views from...
ANALYSIS: The Evolving, Widening World Of Concierge Services
Delivery models and client demands continue to evolve in the area that can be loosely called concierge. This news service casts a look at the terrain. ...
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one of the risks of this burgeoning technology that HNW individuals need to understand. ...
ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures
The editor reflects on how the world of giving is affected when a major wealth creation event – such as a launch of a rocketry, satellite and engineering company – takes place. ...
Physical, Digital Security High On Agenda For HNW Individuals
Major public gatherings, further examples of stupendous wealth and a sometimes ugly public culture have put HNW individuals on edge about their security, both on the physical and digital side. We talk to experts...
ANALYSIS: We Need To Talk About 1031 Exchanges
FWR delves into the details of what are called 1031 exchanges - structures dating back about 100 years, and structures that are closely associated with these, called Delaware Statutory Trusts. Handled in the rig...
Latest News
Dynasty Financial Partners Steps Up Marketing, Brand Drive
The St Petersburg, Florida-headquartered firm has brought in a marketing and brand expert with a background at groups such as Coca-Cola, ESPN, Corpay and Turner Broadcasting. ...
Preqin Forecasts Private Markets AuM To Exceed $34 Trillion By 2031
The BlackRock-owned data provider expects private equity to reach $11.6 trillion and private credit to pass $5 trillion, with evergreen vehicles the fastest-growing part of the credit market. ...
Competition Controversy, Claude Concerns Jump-start News-making Schwab Conference
This year's IMPACT conference in Boston saw announcements that raised concerns among attendees, while the cost of using Claude For Financial Advisors was also a big talking point. FWR is on the ground in Boston ...
ANALYSIS: A New "Golden Visa" – Now It's Argentina's Turn
Argentina has introduced a citizenship-by-investment program, one of a number of "golden visas" certain jurisdictions have adopted in recent years, to varying levels of applause and condemnation. We talk to advi...
Who's Moving Where In Wealth Management? – Fiduciary Trust International, Raymond James, Others
The latest senior wealth management sector moves in North America. ...
Morgan Stanley Family Office Sets Out Operating Framework
The bank’s paper argues that family offices must treat governance, investments, operations, risk and family support as one connected system. ...