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
US’s Wealthspire Launches Sports, Entertainment Wealth Practice
The new practice oversees about $2.88 billion in assets and serves more than 200 UHNW clients, families and institutions. ...
What’s New In Investments, Funds? – Betterment
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Bahnsen Group Adds Hightower Naples In First Deal
The transaction will bring Hightower Naples’ nine-person team into The Bahnsen Group, expanding the wealth manager’s Florida presence and taking its combined business to $11.6 billion. ...
Who's Moving Where In Wealth Management? – Verdence Capital Advisors, Innovayte, Others
The latest senior wealth management moves, appointments and personnel changes in the North American sector. ...
What's New In Investments, Funds? – CAZ Investments
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Cresset Close To National Advisors Trust Deal
The Cresset trust and services division will be moved onto the NAT platform. ...