Latest Comment & Analysis
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...
How The Family Office Talent Management Market Stands Today
We carry this brief interview with an executive search figure ...
Latest News
CAIS Raises $170 Million In Financing Round
The firm is one of those businesses that have ridden the wave of rising interest in private markets and the wider “alternative” investments sector. ...
Summary Of North American Senior Moves In Wealth Management – May 2026
A roundup of moves, appointments and personnel shifts in the North American market. ...
OPINION OF THE WEEK: NYC's Second Home Property Database Raises Privacy Vs Transparency Debate
The publication of property data in New York in preparation for a new "pied à terre" tax might not, in itself, represent a new shift in what is legitimate to put in the public domain, but it does raise question...
Who's Moving Where In Wealth Management? – RBC Wealth Management-US, Valeon Partner, Others
The latest moves, appointments and personnel changes in wealth management in North America. ...
Deals Of The Day: The Latest In Wealth Management M&A – Pearce Financial, Osaic
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Bloomberg Scores Major Private Markets Move, Buys Canoe
Canoe Intelligence sits at the center of developments in the way alternative investments data is collected, processed and reported for wealth managers and other players in what is a growing field. ...