Latest Comment & Analysis
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...
How The Family Office Talent Management Market Stands Today
We carry this brief interview with an executive search figure ...
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and making a name for itself as one of the larger wealth management players. Our US correspondent analyzes developments...
Lessons For Families And Their Advisors From A Hit TV Series
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out of favour with the authorities might not seem to give lessons for wealthy families and their advisors, but that i...
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
Latest News
The AI Employee You Didn't Hire Is Running On The Data You Never Secured
An executive perspective on the unmonitored layer in wealth management and family office cybersecurity. ...
What Family Offices Must Do Differently in the Age of AI Fraud
When AI-enabled fraudsters are on the loose, it further heightens the need for people to be on their guard. An expert from the world of insurance and security recently spelled out what's at stake at FWR's Family...
Trump Accounts App Goes Fully Live, “Democratization” Of Investing Continues
A broad theme in several developed countries in recent years have been efforts by governments of different political stripes to encourage citizens across income brackets to save for the long term. As ever, the d...
Bezos' Family Office Loads Up On AI Startup Investments - Media
The report said that Bezos Expeditions is now the most active family office investor so far. In June, it took part in five fund-raising rounds for AI startups. ...
Who's Moving Where In Wealth Management? - Katten Partner Joins New Miami Office
The latest senior wealth management moves, appointments and personnel changes in North America. ...
What’s New In Investments, Funds? – Hamilton Lane
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...