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
CIBC's Private WM Investment Chief Stays Tilted To "Risk-On" Assets
FWR recently talked with the chief investment officer at the North American bank's private wealth management arm about broad asset allocation positions, risks and how clients view developments. ...
Who's Moving Where In Wealth Management? - Glenmede, PPB Capital Partners, Others
The latest senior wealth management moves, appointments and personnel changes in North America. ...
Deals Of The Day: The Latest In Wealth Management M&A – Modern Wealth, Sanchez
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
UHNW Institute Updates Ten Domains Framework For Family Wealth
A framework that the think tank has developed to capture the expertise that UHNW families has been updated. ...
Research Starts On Major AI And Wealth Management Study
The publisher of this news service is preparing a major report that looks at how AI affects the wealth sector, and is talking to industry figures about how this transformative technology will play out. We invite...
Vestmark Deal Kicks Envestnet Strategic Reset Into High Gear
After news broke yesterday of the deal, for an undisclosed sum, the Family Wealth Report editorial team delves into the rationale for this acquisition and what it means for Envestnet and Vestmark. ...