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

Trust Estate
May 23, 2023

A Walk Around The US Trusts Toolkit – In Conversation With Arden

Arden Trust Company, which has existed in its current guise since a corporate spin-out in 2019, works with clients to offer a range of different trust structures. We took the chance to ask the firm how concerns ...

May 19, 2023

BOOK REVIEW: In Defence Of Capitalism, By Rainer Zitelmann

While unlikely to sway those already hostile to the free market economic system, this book puts a stack of facts and figures in front of those who, perhaps because of their public roles in driving debate, could ...

May 16, 2023

The Expatriation List: Misunderstood But Important US Tax Policy Guide

A “List” of US citizens who have chosen to renounce their citizenship has some shortcomings as a measure but is nevertheless a “Canary in the coal mine” in highlighting a desire by a significant number o...

M and A
April 24, 2023

RIA Mergers And Acquisitions Dip In Q1, Halcyon Era Of Overbidding Cooling Off

The business of wealth management M&A in North America has changed from the frenetic pace of recent years, with rising interest rates and other forces playing a part. This article examines data on transactions a...

Investment Strategies
April 24, 2023

Hidden Cash In Portfolio Hampers Returns: What Clients Are Doing – Part 2

"Hidden cash" can be a problem – for example money market funds held inside investment accounts. Investors and advisors might not fully understand how much of this cash exists, its impact, and what to do about...

WM Market Reports
March 22, 2023

Tech Traps Wealth Managers Must Avoid 2023

The latest edition of our regular "Tech Traps" reports. ...

Latest News

May 26, 2023

WEALTH TALK: Helping Advisors Achieve Independence, Success


People Moves
May 26, 2023

Change At Top Of US Wealth Management House

The firm was founded in 1999. ...

May 26, 2023

CAF Accelerating Impact At Tenth FWR Awards 2023 In New York


M and A
May 26, 2023

LPL Financial Group Partners With Illinois Wealth Manager

Another example of partnerships developing in the North American wealth sector. ...

People Moves
May 26, 2023

New Jersey Wealth Firm Affiliates With Bleakley Financial Group

The affiliation was driven by the need for an infrastructure to support regulatory and technology requirements, the firm's MD said. ...

People Moves
May 25, 2023

JP Morgan Creates New Private Banking US Regions

The US private bank is forming new "region" groups for parts of the country that have shown rapid growth, it says. ...