About this site
The North American wealth management market is one of the largest and most diverse in the world, and is markedly differ- ent from those in Europe and the Asia-Pacific region. Multi and single family offices in particular are a well-entrenched, integral part of the wealth management landscape.
Family Wealth Report provides “need to know” business intelligence in a convenient and easy-to-read format - straight to subscribers’ inboxes every day. Nowhere else will you find such high quality, in-depth and often exclusive content all in one place. Family Wealth Report content comes from both our own dedicated editorial team as well as leading industry professionals, helping subscribers stay on top of all the important developments relating to wealth management, family offices, and the HNW/UHNW sectors in North America.
Advertising and sponsorship
Advertisers can reach out to the Family Wealth Report subscriber base through a variety of channels, with packages tailor-made to suit your particular business specialty. Marketers can also leverage our unrivaled industry reach through our prestigious thought leadership events and research reports – both of which provide a high-impact platform from which to deliver your message.
Take your offering to the market direct through Solus emails - a fully-customised service whereby content is determined by the advertiser, but delivered from the trusted ClearView email address. Marketers also control the “look and feel” of these communications to ensure the greatest impact for their brand.
Subscribers benefit from:
- Daily news covering the latest research, strategic and structural changes, M&A, people moves and profiles, compliance and regulation, and tax and estate planning
- In-depth analysis of trends, strategies and complex issues
- Email alerts on breaking news stories
- Regular updates on international legal developments affecting wealth management
- Fully searchable archive material
- Practical intelligence on investment strategies, technologies and other services tailored to wealth advisors
The subscriber base includes:
- Private bankers
- Multi and single family office owners and executives
- RIAs
- Asset managers
- Lawyers, accountants and trusted advisors to the private client market
- Technology vendors
- Business and industry consultants
- Recruiters
- Anyone needing to know about the latest news and analysis on North American HNW/UHNW wealth management
What subscribers are saying about Family Wealth Report:
"Family Wealth Report is vital to help me stay current on the world of private wealth. Each daily issue contains invaluable analysis and insight, giving us the breadth of perspective we all need to help families manage their wealth."
Leslie Voth, President and Chief Operating Officer, PITCAIRN FAMILY OFFICE
What subscribers are saying about Family Wealth Report:
"Family Wealth Report’s insightful analysis keeps us at the forefront of developments affecting wealth management and family office professionals, and we regard it as a must-read for anyone who needs to know what industry leaders are thinking."
Charles Lowenhaupt, Chairman, CEO & President, LOWENHAUPT GLOBAL ADVISORS
News and Features
Latest News
UBS Hikes Female Board Contingent With New Nominees
Compensation Drops Around 30 Per Cent In Financial Services Industry
Rewarding Reactions From Clients As Advisors Go Independent - New Study
Tech Funds Show No Sign Of Bubble Trouble As Market Braces For Facebook IPO
iShares Unveils Range Of Commodity Producer Funds
Comment and Analysis
IMCA Conference: Emerging Markets Looking Up, Europe Down, US Treading Water
Wealthy Agree That Their Wealth Brings Responsibility, Even In Tough Times
Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part Two)
Interview: Custom Portfolio Group Bucks Model Portfolio Trend
Thrills And Fears - What 2012 Might Mean For Wealth Management - Part 2
Expert Commentary
- Top Story
- Opinion of the Week
- Industry Insight
- View from the Top
- Editor's Choice
- Investment Strategy
US Indicts Wegelin, Seizes $16 Million From UBS Account
A US district court has indicted Wegelin and Co, a 270-year-old Swiss private bank, for allegedly conspiring with US taxpayers to hide more than $1.2 billion from the Internal Revenue Service.
Harriet Davies
3 February 2012
What Will 2012 Hold For The Wealth Industry?
What sort of themes are likely to be important in 2012 as far as tax, regulation and the offshore world are concerned?
Tom Burroughes
3 January 2012
Regulatory Heat Forces Tough Decisions For Family Offices In 2012 (Part One)
In 2011, the focus of regulatory change was firmly on the banks and major financial institutions. Although family offices were not considered in the grand scheme they now face a number of unanticipated consequences and need to make some critical strategic decisions.
Rosalyn Breedy
5 January 2012
2012 Set To Be Tax Driven For Wealthy Clients, As Fiscal Uncertainty Continues
After a busy 2011 for trust and estate practitioners, 2012 will be even more tax-driven, says Dan Lindley, president of The Northern Trust Company in Delaware and chief fiduciary officer of its private client business in Guernsey and Cayman Islands.
Harriet Davies
20 January 2012
New Service Aims To Keep Ultra-Wealthy Clients' Money Where It's Well Managed
A new type of firm, created by financial services veteran Doug Black, is looking to sort the wheat from the chaff when it comes to ultra high net worth wealth management.
Harriet Davies
20 January 2012
NY Property To Hold Steady This Year, Many Asia-Pac Cities To Fall Sharply - Knight Frank
New York residential property prices will hold steady this year, while those in London will rise slightly, according to forecasts from Knight Frank. Russian cities could chalk up the fastest residential property price gains in 2012, while a number of Asia-Pacific cities are predicted to fall sharply.
Tom Burroughes
3 January 2012
