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
Morgan Stanley IM Says US Bond Yields Aren’t Yet Flashing Red For Equities
The investment arm of the US bank, holding about $2.05 trillion in AuM, said it favors the US and Japan, while it is underweight Europe. ...
European Investment Group Stays Diversified, Shrugs Off Geopolitics
Investment managers at Mediolanum International Funds discussed their latest asset allocation and trends shaping the industry at the fifth annual Mediolanum International Media Event (MedMe) in Dublin last week...
Rockefeller Adds Truist Team To New Naples, Florida Office
The Kellam Group, a seven-person team led by Gordon Kellam, has joined Rockefeller Global Family Office months after the firm opened its first office on Florida’s west coast. ...
OPINION OF THE WEEK: US Action Keeps “De-Banking” Issue Bubbling
The editor takes a look at last week's de-banking report from a US regulator. ...
High Net Worth Clients Are Ready To Talk About Giving. Are You?
The author of this article argues that charitable planning has become a priority for HNW clients. Accordingly, advisors are being more intentional about incorporating philanthropy into their broader wealth strat...
BNY Says Q3 2026 Net Income Higher
The New York-headquartered group became the latest major US financial firm to report its third-quarter results. ...