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
The Sustainability Phenomenon: Kinetic7 Technologies, Aquarius Capital, PIF Energy
The latest developments in the sustainability space. ...
Deals of the Day: The Latest In Wealth Management M&A – Independent Financial Partners
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Revenues Rise, Loss Narrows At AITi Global
The figures came out shortly after fresh speculation arose over a change in the wealth management group's ownership structure, including a possible de-listing. ...
Who's Moving Where In Wealth Management? – Dynasty Financial Partners, LPL, Others
The latest executive moves, appointments and personnel changes in North American wealth management. ...
US Treasury Permanently Ends BO Reporting Requirement On US Persons, Corporates
This week, the US government ratcheted up debate on how far authorities can go in putting beneficial ownership data into the public domain. ...
Nominations Open For 14th Family Wealth Reports 2027
The awards, now in their 14th year, continue to recognize the firms, teams and individuals who set new standards in client service, investment expertise, technology, governance and professional excellence. ...