About this site

Family Wealth Report provides unique and essential business intelligence on the world of North American family wealth in a convenient and easy-to-read format - straight to subscribers' inboxes every day along with an archive of almost 200,000 relevant articles.

It is part of the global WealthBriefing Network.

Since 2005 The WealthBriefing Network has given members access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as Family Wealth Report Breakfast Briefings and Fintech and Asset Allocation Summits in North America.

It features an industry leading awards programme with independently judged awards being presented at a sparkling gala event in New York.

Family Wealth Report subscribers benefit from the following coverage:

  • Strategic and structural changes across North America’s family office sector
  • Evolving business models and how technology can enhance the client experience and improve profitability
  • How to leverage digital delivery
  • Cybersecurity and data management
  • What clients are looking for in their advisors
  • Results and performance metrics
  • Mergers & acquisitions in North American wealth management
  • Wealth management people moves and profiles
  • The challenges of servicing families and family offices in North America
  • Asset management and allocation - new products, performance and structures
  • The compliance challenge, including data protection, AML, KYC and suitability
  • Tax, estate planning and legal issues for the North America ultra high net worth community
  • Updates on luxury goods and services

 

Subscribers include:

  • Private bankers
  • Multi and single family office owners and executives
  • RIAs
  • Asset and fund managers
  • Lawyers, accountants and trusted advisors to the private client market
  • Technology vendors
  • Business and industry consultants
  • Recruiters

This publication is supported by all the biggest names in the industry.

Group Editor Tom Burroughes and his extensive editorial team are supported by a high profile and distinguished editorial board of senior family wealth management professionals. They ensure that nothing is missed and only the most useful and important issues are brought to your attention.

Publisher Stephen Harris has over 30 years’ international financial experience as a financial journalist, publisher and private client investment manager.

Family Wealth Report is published by ClearView Financial Media with over 20 years experience of providing information to the international financial services sector.

Latest Comment & Analysis

ESG
November 12, 2021

Pricing Carbon: What Are The Options?

Putting a price on carbon emissions makes polluting energy sources expensive and provides an incentive for emitters to reduce them. That's the theory. What it looks like in practice is assessed by the head of in...

Family Office
November 10, 2021

Borrowing Against Securities - What Family Offices Should Consider

What sort of issues should wealthy families consider in raising finance against assets such as listed equities and other securities? ...

Family Office
November 8, 2021

Eight Reasons Why Singapore Attracts Family Offices

The Asian city-state has been moving to attract family offices and, with other jurisdictions experiencing uncertain times, Singapore is well-placed to build credentials in the space. This article takes a look. ...

Alt Investments
November 3, 2021

Family Offices, Venture Capital And World We Seek

There is a need for innovation in business and technology, as demonstrated by the pandemic and the drive to find viable, reliable alternatives to fossil fuels. And that means venture capital – a natural destin...

Philanthropy
November 2, 2021

Planning For Philanthropy In Divorce 

The authors of this article explain how proper planning can help mitigate the negative impact divorce might have on past philanthropy. ...

Compliance
November 1, 2021

Wealth Industry Must Be Bolder, Better At Advocating Privacy Rights

After another big leak of data, the wealth management industry must become less reactive and more assertive in making the case for legitimate privacy. And firms must co-operate with other stakeholders to foil ba...

Latest News

People Moves
November 30, 2021

Who's Moving Where In Wealth Management? - Raymond James, Seven Canyons Advisors

The latest senior moves and appointments in the North American wealth management industry. ...

Fund Management
November 30, 2021

What's New In Investments, Funds? - Vanguard

The latest offerings in investments, such as funds and structured products, and other notable developments. ...

M and A
November 30, 2021

Baird Adds $500 Million Team In South Carolina

The group was formerly with Bank of America. ...

Investment Strategies
November 29, 2021

Investor Confidence Dips In November From Strong October - State Street

The confidence level shown in October was strong, proving hard to repeat in November. A key for the future is whether investors will be able to overlook worries about inflation in order to sustain confidence in ...

Philanthropy
November 29, 2021

Bloomberg Family Foundation Reportedly Donated Around $500 Million

Such major transfers reinforce a trend of big gifts by business leaders and entrepreneurs to a variety of causes, a process given added edge by the pandemic and social, economic and political controversies. ...

Technology
November 29, 2021

Investing In Electric Dreams, BlackRock Charges Up EV Infrastructure

BlackRock is adding its investment weight to building a viable high-speed charging infrastructure for Europe's anticipated EV revolution. ...