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
Citi Wealth Launches Curated Service Provider Network For North America
The bank said the service comes at no added charge for its clients. ...
Who’s Moving Where In Wealth Management? – Alaris, Stein Adler Dabah & Zelkowitz
The latest senior wealth management moves, appointments and personnel changes in North America. ...
Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Elios
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Multi-Family Office Opens Dallas Office
The firm says it has already built business in Texas since the late 1990s and is now establishing a permanent presence in the state via its new location. ...
Dynasty, Schwab Continue To Lean Further Into AI Trend
The CEO of the firm is in California this week to discuss with other senior figures, including the asset and wealth management head of AI business Anthropic, how AI will affect the industry in increasingly detai...
Michael Dell's Family Office Close To US Insurance Group Purchase – Media
The story illuminates how tech billionaires' family offices diversify into other sectors, including financial services, and are now significant M&A players. ...