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
BNY Says Q3 2026 Net Income Higher
The New York-headquartered group became the latest major US financial firm to report its third-quarter results. ...
Pacific Asset Management Opens Latin America Arm In Uruguay
The London-based investment house has brought two sales directors in-house after they raised more than $100 million from regional investors through a third-party marketing arrangement. ...
Head Of Americana Partners' New MFO Defines Role Of "Family Office"
A problem the wealth sector faces is when people use the term "family office" to describe a group, but don't have the resources to qualify for that title, a figure in the sector says. ...
JTC Makes Four Senior Hires, Expands US, Latin America Businesses
The Jersey-based fund and private client administrator has added four business development and client service staff to its Private Capital Services division. It is spreading across the Americas. ...
SEI Recruits Ex-LPL Financial Figure As Information Chief
The appointment comes at a busy time for SEI, which recently announced it was opening a Singapore office, its first in Asia. ...
Oury Clark Partners With G3 Partners On Transatlantic Market Entry
The UK legal and accounting firm will combine its professional services with G3 Partners’ business development and investor outreach work across the Western US and Canada. ...