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
EXCLUSIVE: US Ambassador To Luxembourg Lauds Transatlantic Investment, Risk-Taking Mentality
At a conference in Zurich last week, this news service interviewed Stacey Feiner, US Ambassador to Luxembourg, and heard her thoughts about transatlantic opportunities, varying approaches to risk and business, a...
Family Offices Fear Risk Of Joining AI "Gold Rush" – Law Firm
We talk to a law firm expert about family offices and her take on how these organizations view AI and its impact. ...
Art Auctions Rebound; Gallery Sector Struggles – Bank of America
The auction market for fine art has recovered, but the primary market hasn't shared in the improvement. These and other points come from a new report from Bank of America Private Bank. ...
Deals Of The Day: The Latest In Wealth Management M&A – Beacon Pointe Advisors, ACT Wealth Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
SALT, SkyBridge Capital Founder Appointed To BNB Standard Corp Board
The former Wall Street banker and a member of the White House team in the first Trump administration, Anthony Scaramucci is a recognizable face in today's world of finance, thought leadership and public commenta...
Who's Moving Where In Wealth Management? – Macquarie AM, Sterlington, Withers, Others
The latest senior wealth management sector moves in North America. ...