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
China's Offshore Flow Clampdown Has Impact – WSJ
China has started to tax offshore trusts as used by wealthy HNW citizens. Authorities have clamped down on the use of certain accounts, imposing fines. There are limits to globalization of finance, with potentia...
Rockefeller Global Family Office Expands Ohio Presence
The team joining Rockefeller have come from Merrill Lynch. ...
What’s New In Investments, Funds? – BlackRock, inCadense, DeepVest
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
International Law Firm Launches Chicago Office, Names Partners
The firm works with organizations including family offices, public and private companies and private equity houses on transactions and investments. ...
RBC Echelon Builds Concierge Offering With "High Touch" Approach
This news service talked to the "Echelon" service of RBC, which the banking group expanded earlier this year. We talk to the man leading this business. ...
European Wealth Houses Still Like Equities, But Differences Emerge
Wealth managers think that equity markets have further to run thanks to strong earnings, resilient economic growth and continued investment in tech and artificial intelligence. But there are differences to how c...