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? – Fiduciary Trust International, Raymond James, Others
The latest senior wealth management sector moves in North America. ...
Morgan Stanley Family Office Sets Out Operating Framework
The bank’s paper argues that family offices must treat governance, investments, operations, risk and family support as one connected system. ...
Venable Expands Family Office Practice
The law firm, headquartered in Washington DC, said it has formalized its existing work for family offices into a coordinated team. ...
Deals Of The Day: The Latest In Wealth Management M&A – Carson Group
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
McDermott Will & Schulte Names 36 New Partners
The law firm’s promotions include two private client partners in Los Angeles and Chicago, alongside a heavy weighting toward private equity, funds and M&A work. ...
LaSalle Names New Private Wealth Head
One of the larger players in the real estate investment sector, LaSalle IM oversaw $86.8 billion of AuM at the end of March this year. ...