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
Who's Moving Where In Wealth Management? – Citi Wealth, LPL, Raymond James
The latest senior wealth management moves, appointments and personnel changes in the North American sector. ...
Five Questions To Create A Better Private Aviation Strategy
The ways that wealthy individuals, families and business owners use private aviation assets continue to be important topics for readers of this news service. We carry views from two experts about the considerati...
Sun Life Launches Bermuda Subsidiary To Offer Participating Life Policies
The group has set up a subsidiary in the island to sell participating whole life products to high net worth families, with a first policy backed by private and public market assets. ...
Borrowing Vs Private Fund Portfolios: An Option Worth Understanding Before It's Needed
This article covers the intersection of fund finance and family office liquidity. ...
Carlyle Adds Family Office-Focused Executives
Carlyle thinks the addressable family office market has total assets of $5 trillion, and the firm aims to capture a slice of it. ...
Who's Moving Where In Wealth Management? – UBS, McDermott Will & Schulte
The latest senior wealth management moves, appointments and personnel changes in the North American sector. ...