Latest Comment & Analysis
ANALYSIS: A New "Golden Visa" – Now It's Argentina's Turn
Argentina has introduced a citizenship-by-investment program, one of a number of "golden visas" certain jurisdictions have adopted in recent years, to varying levels of applause and condemnation. We talk to advi...
ANALYSIS: Removing A1 Gender Biases In Wealth Management
Women typically outlive men and their financial needs can differ, but without due care, wealth managers' AI tools will operate on established biases in the data. We talk to a US-based figure in the tech and weal...
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. ...
Latest News
Who's Moving Where In Wealth Management? – Causeway Securities, Raymond James, Others
The latest senior wealth management sector moves in North America. ...
Tough Family Conversations – Why They're Necessary And How To Get There
Beyond helping families achieve more harmony and improve how they achieve their goals, the value of helping clients communicate more freely also makes for a healthier wealth advisory industry, Christina Wing arg...
Who's Moving Where In Wealth Management? – Woolery & Co, LPL Financial
The latest senior wealth management sector moves in North America. ...
Hamilton Lane Bolsters Global Infrastructure Team
Three senior professionals have joined the firm’s Infrastructure team across North America and Europe. ...
Columbia Business School Secures Gifts For Family Enterprise Program
Gifts from Canerector chief executive Amanda Hawkins and JM Eagle’s Walter and Shirley Wang will fund research, curriculum and a faculty directorship as the program marks 10 years. ...
UHNW Institute Advances Integrated Advice Agenda Ahead Of Annual Symposium
The Institute’s forthcoming New York gathering will focus on putting better family wealth advice into practice, building on recent resources and the legacy of its late founder, Steve Prostano. ...