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
Carlyle Reportedly Adds Family Office-Focused Executives
The report noted that 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. ...
AllianceBernstein Names New CEO
The New York-headquartered asset and wealth management house is getting a new chief executive, due to take over from the incumbent next April. ...
What’s New In Investments, Funds? – Howard Capital Management
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
The Great Wealth Transfer Is Arriving – Just Not The Way Anyone Planned
Vast figures are suggested to be in play with the intergenerational wealth transfer process going on. Regardless, advisors must understand how exemption, enforcement, transparency and family structures move in d...
Prudential's Financial Advisory Business Gets Wealth Makeover
The brand name change highlights the extent to which rising wealth, and trends such as multi-trillion intergenerational wealth transfer, are major forces in today's broader financial services sector. ...