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
Fiduciary Trust International Adds To New York Team
The two managers, one joining from Beacon Trust Co, and the other from ICONIQ Capital, are based in the wealth manager's NYC headquarters. ...
Cyber Budgets To Rise As AI Threats Expand – PwC Survey
The firm's survey of 71 countries found that 84 per cent of respondents expect cyber spending to rise and half of security leaders feel least prepared for attacks on AI systems. ...
Cerity Merges With Three US Wealth Houses, Totaling $2.07 Billion AuM
The US wealth management group has merged with a trio of firms across the country. ...
Who's Moving Where In Wealth Management? – Botoff Consulting, LPL Financial, Others
The latest senior wealth management moves, appointments and personnel changes in the North American sector. ...
Hightower Signature Wealth Acquires Massachusetts-Based Firm
The transaction, when closed, is slated to bring about $752 million of assets to the Hightower Signature Wealth business. ...
Procyon Acquires New Jersey Firm
The deal, when closed, will add approximately $415 million in assets under management. ...