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
Independent Films' Overlooked Place In Alternative Investing
Entertainment financing hasn't had what other alternative asset classes take for granted: a public index, standardized comparable-deal data, and an accessible packaged product an advisor could actually put in fr...
Who's Moving Where In Wealth Management? – F2 Strategy, LPL Financial
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 – 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. ...