Latest Comment & Analysis
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...
How The Family Office Talent Management Market Stands Today
We carry this brief interview with an executive search figure ...
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and making a name for itself as one of the larger wealth management players. Our US correspondent analyzes developments...
Lessons For Families And Their Advisors From A Hit TV Series
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out of favour with the authorities might not seem to give lessons for wealthy families and their advisors, but that i...
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
Latest News
Moneta Group Joins UK's US Expat Market Bonanza
The US-registered investment advisor, which oversees more than $50 billion, has partnered with a UK business to serve Americans living, working and investing on both sides of the Atlantic. It continues a trend o...
What’s New In Investments, Funds? – Wellington Management, Vanguard, Blackstone
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
"Nuclear Verdicts" Aren’t Just A Corporate Problem – They’re A Wealth Management One
The spread of so-called "nuclear verdicts" in court cases – those involving jury awards over $10 million – spell trouble for HNW and UHNW individuals and families, not just corporations. This article explain...
AlTi Global Names Names Miami Office Leader
Pachon, a wealth advisor with more than two decades of experience serving ultra-high net worth families, is joining as AlTi expands its presence in one of the fastest-growing US wealth hubs. ...
Cresset Adds Two Wealth Advisors From Lazard Wealth
The duo, who join the multi-family office as managing directors in Los Angeles and New York respectively, having previously overseen $1.1 billion in assets at Lazard Wealth. ...
PNC Wealth Management Launches Securities-Based Lending For Premier Clients
The bank's Premier Client program, which serves individuals with $100,000 to $3 million in investible assets, will allow clients holding more than $200,000 to borrow against their portfolios from a minimum of $1...