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
Who’s Moving Where In Wealth Management? – Glenmede, Nevada Trust Company, DUC
The latest senior wealth management industry moves, appointments and personnel changes in North America. ...
Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management, Waypoint Wealth Counsel
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
US Single-Family Home Investment Curbs Create New FO Compliance Task – Law Firm
Legislation that limits the ability of large institutional investment firms to buy single-family homes, designed, so its framers claim, to help ordinary homeowners, carries implications for family offices. ...
Stocks, Luxury Goods To Benefit, Traditional Collectibles Will Suffer In Great Wealth Transfer – Study
There is considerable commentary on a multi-trillion dollar wealth transfer and what impact it will have. One area could be on economic and financial sectors. A rising generation might be less interested in trad...
Digital Digest: The Latest Tech News – Confluence Technologies
The latest technology news in the wealth management sector from around the world. ...
Citi Wealth Names New Global Head Of Wealth Planning
The firm said that the new global head of wealth planning's background will be a tremendous asset to its franchise as it raises its service and advisory capabilities for its UHNW clients globally. ...