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
August 6, 2021

Wealth, Business Transfer Talks - Starting Is The Hardest Part

We read a lot about "intergenerational wealth transfer" but it is important to note that the most difficult part of the process is even raising the topic. With trillions of dollars at stake, and tax cuts almost ...

Tax
August 4, 2021

Retroactive CGT Impact Thwarts Some Client Moves - Rockefeller

A continued theme from this and other conversations with wealth managers is how clients should not let "the tax tail wag the investment dog." ...

Emerging Markets
August 3, 2021

Chinese IPOs In US Boom, But Regulatory Frictions Loom - Editorial Comment

Ironically, information about the boom time in US-listed IPOs of Chinese firms coincided with reports of how the SEC, along with other parties, is wrestling with Chinese firms and policymakers over disclosures a...

Family Office
July 29, 2021

Family Offices Should Behave As Regulated Entities

This article explores the various risks involved from the family office perspective, including under-reported fraud, as their risk management framework can lag those of regulated peers, so the writer says. It al...

Strategy
July 27, 2021

Updated Forward Features Calendar For 2021-2022

Here is our updated schedule for feature themes for the next 12 months. ...

Asset Management
July 27, 2021

ETFs Driving Custom Benchmarking Boom

The range of indexes that track markets, themes and specific sectors continues to mushroom. New forms of financial engineering give wealth managers new ways to tap into a business area, and customized benchmarks...

Latest News

Trust Estate
September 20, 2021

As Inflation Worries Grow, Time For Charitable Lead Trusts?

The author of this article examines what tools wealth managers working with HNW clients can and should use to handle worries about inflation. ...

People Moves
September 20, 2021

Who's Moving Where In Wealth Management? - Gresham Partners

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

M and A
September 20, 2021

Tiedemann, Fellow MFO Nearing Merger Deal, Plan SPAC - Media

Alvarium Investments, based in London, declined to comment. This news service has contacted Tiedemann and may update in due course. As of the time of writing, it has not commented. Such a deal would, if it came ...

Family Office
September 20, 2021

Returns Vs Values: Impact Investing Challenge For Family Offices

What sort of approaches should family offices employ when it comes to impact investing, an approach that has gained ground in recent years? This publication attended an NYC conference where speakers hashed out t...

People Moves
September 17, 2021

Key Private Bank Names Regional Market Leader

The Hudson Valley/Metro New York market is a growing one for the bank, it said. ...

M and A
September 17, 2021

Deals Of The Day: The Latest In Wealth Management M&A - JTC

The latest developments in financial products and investments from around the world. ...