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
Deals Of The Day: The Latest In Wealth Management M&A – Harbor Financial Advisors, Cetera, MAI Capital, OG Private Wealth
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Who's Moving Where In Wealth Management? – O'Reilly LLC, Osaic, Baker Street Advisors, Others
The latest senior wealth management industry moves, appointments and personnel changes in North America. ...
New Family Offices Show Pivot To Direct Investing – Data
Figures from a private wealth platform say there is a clear preference by family offices for investing directly and for private equity. ...
Who’s Moving Where In Wealth Management? – Glenmede, Nevada Trust Company, DUC
The latest senior wealth management industry moves, appointments and personnel changes in North America. ...
Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management, Waypoint Wealth Counsel
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
US Single-Family Home Investment Curbs Create New FO Compliance Task – Law Firm
Legislation that limits the ability of large institutional investment firms to buy single-family homes, designed, so its framers claim, to help ordinary homeowners, carries implications for family offices. ...