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

Real Estate
October 27, 2023

Commercial Real Estate Outlook, Deals, and Risk for Family Offices

Here's an overview of discussions held at this publication's recent family office investment summit. The authors are David Wieland and James Brunger. ...

Emerging Markets
October 23, 2023

India’s New Growth Drivers

This article examines the ingredients of India's rise as an economic and business power, and the investment case that this gives rise to. ...

October 16, 2023

Families Who Fail To Spend All Their Time On Power – In Conversation With Jay Hughes

In this wide-ranging interview, FWR talks to an author of a book on family dyamics and ways to frame them. It covers reflections about the politics of families, the roles that members play in taking difficult de...

October 9, 2023

Pitcairn And Predicament Of The Mid-Sized MFO

The sector of multifamily offices is a highly developed one in the US. It is a business area that has competitive challenges in a world of changing technologies and client expectations. Our US correspondent exam...

October 6, 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals living overseas and often using multiple jurisdictions ...

Practice Strategies
October 4, 2023

How Wealth Managers Can Support EDI Objectives Through Asset Manager Selection  

The authors of this article consider the challenges caused by the "racial wealth gap" and how investors have the chance to close it in credible ways. ...

Latest News

December 1, 2023

Franklin Templeton Outlines Key Issues To Be Tackled At COP28

As the United Nations Climate Change Conference starts in Dubai this week, with an early breakthrough made on the climate disaster fund, Craig Cameron, portfolio manager of the Templeton Global Climate Change ...

WM Market Reports
December 1, 2023

OPINION OF THE WEEK: UBS Billionaire Data Gives Lessons

An annual report about the nature of billionaire wealth around the world should jolt firms into ensuring that they capture inherited wealth as well as recognizing that there's a possible problem in the pace of e...

New Office
December 1, 2023

US Investment House GQG Targets Middle East

Joining other investment firms in expanding their presence in the Middle East,GQG Partners has announced the establishment of a new investment hub in the Abu Dhabi Global Market.  ...

December 1, 2023

Confronting Misconceptions: How To Use AI Responsibly

Artificial intelligence has been, outside of geopolitics, arguably the dominant technological topic of 2023, even putting ESG investing into the shade to some extent. There remain worries about what AI means for...

December 1, 2023

HSBC Smiles On Quality Bonds In 2024

HSBC Global Private Banking has just published its investment outlook for the first three months of 2024. ...

WM Market Reports
November 30, 2023

Inheritors Overtake Creators As Billionaires – UBS Study

For the first time in nine editions of the report, billionaires have accumulated more wealth through inheritance than entrepreneurship, indicating that the great wealth transfer is gaining momentum.    ...