News, Comment & Analysis results for Legal

Strategy
June 19, 2025

Insider Threat Panel Discussion: Executive Summary For Family Offices

Threats from "insiders" can often be as serious, if not more so, than when they come from outside

Technology
June 17, 2025

Family Offices Face Protection Paradox: Cybersecurity Forum

In the second of a series of reports, our US correspondent spells out more of the discussions

People Moves
June 16, 2025

Summary Of North American Senior Wealth Management Moves – April 2025

A summary of the moves in the North American wealth sector, covering a number of types of firm,

WM Market Reports
June 12, 2025

Family Offices Expand Services To Keep Pace With Demand – Global Study

In a busy set of weeks for wealth management reports, this family offices study, drawing from

Family Office
June 10, 2025

Redefining Holistic Family Office Services

Demand for family office services grows, but there is a risk that firms are over-extending

Real Estate
June 10, 2025

Private Clients Must Navigate Commercial Real Estate As Capital Demand Rises

With owners of private capital, such as HNW and UHNW families, increasingly involved in commercial

M and A
June 6, 2025

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors, BMM

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Family Office
June 5, 2025

A Finger On The Pulse: Squire Patton Boggs' Family Office Practice

We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector

M and A
June 4, 2025

Ocorian Expands US Footprint With Another Acquisition

The services provider, used by clients including HNW individuals, family offices and banks,

UHNW Institute
June 4, 2025

How UHNW Institute Is Standardizing, Structuring, And Elevating The Profession

The UHNW Institute – the think tank reshaping how wealth management for UHNW clients is addressed

Comment & Analysis results for Legal

Legal
August 30, 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire