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Latest Comment & Analysis
ANALYSIS: Healthcare, Emergency Medicine Looms Larger In Concierge Sector
The global market for concierge medicine is, on some estimates, going to be worth more than $41 billion by 2035. We talk to an emergency medicine business that works with wealthy individuals, and take views from...
ANALYSIS: The Evolving, Widening World Of Concierge Services
Delivery models and client demands continue to evolve in the area that can be loosely called concierge. This news service casts a look at the terrain. ...
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one of the risks of this burgeoning technology that HNW individuals need to understand. ...
ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures
The editor reflects on how the world of giving is affected when a major wealth creation event – such as a launch of a rocketry, satellite and engineering company – takes place. ...
Physical, Digital Security High On Agenda For HNW Individuals
Major public gatherings, further examples of stupendous wealth and a sometimes ugly public culture have put HNW individuals on edge about their security, both on the physical and digital side. We talk to experts...
ANALYSIS: We Need To Talk About 1031 Exchanges
FWR delves into the details of what are called 1031 exchanges - structures dating back about 100 years, and structures that are closely associated with these, called Delaware Statutory Trusts. Handled in the rig...
Latest News
What's New In Investments, Funds? – CAZ Investments
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Cresset Close To National Advisors Trust Deal
The Cresset trust and services division will be moved onto the NAT platform. ...
Deals Of The Day: The Latest In Wealth Management M&A – Bloomberg Completes Canoe Purchase
Canoe Intelligence sits at the center of developments in the way that alternative investments data is collected, processed and reported for wealth managers and other players. ...
Identifying The Next Wealth Management Growth Opportunity
Organic growth in wealth management is becoming more difficult and families carry a coordination burden, challenges that the industry must continue to grapple with. These and other points are made in the followi...
What’s New In Investments, Funds? – Raymond James
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
Fiduciary Trust International Adds To New York Team
The two managers, one joining from Beacon Trust Co, and the other from ICONIQ Capital, are based in the wealth manager's NYC headquarters. ...