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Latest Comment & Analysis
High Performing Family Offices: Thinking About “Me” As Much as “We”
This article examines the process of sustaining and growing financial prosperity alongside durable family harmony. This requires a balance of technical and analytical considerations. ...
Wealth Manager’s Conundrum: The Paradox Of Enough
This article addresses attitudes to money, and how to avoid the trap of regretting later in life that unwarranted fears have prevented people from enjoying and using their wealth productively when they had the c...
Redefining Wealth Management: Highlights From The UHNW Institute Symposium
The Symposium, discussing the full implications of what is called Integrated Family Wealth Management, teased out ideas on how advisors can meet the complex and changing needs of UHNW families. ...
A Comprehensive Guide To Concentrated Stock Positions
Diversifying a portfolio sounds reasonable and wise, but it turns out that making the move comes with a number of challenges. This article addresses what happens with a "concentrated" stock position in a portfol...
Family Office Fintech Summit – The Report
As part of the value given to those involved in the summit and who want to find out more, we carry this report that condenses the main discussions and talks. ...
The Bahamas: A Complete and Compelling Choice 2024
This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...
Latest News
New Merrill UHNW Unit Reflects Strong Growth
The expansion in the number of UHNW individuals using the firm's services means that the full capabilities of the Bank of America group need to be put at advisors' disposal, the unit's head tells this news servi...
EXCLUSIVE: Winners Of 2nd Annual Miami Family Wealth Report Awards Incorporating Latin America, Caribbean
Here are the results of the first of this organization's program of awards events in the 2025 calendar. ...
Partners Capital Builds US Presence With Dallas Office
As this publication has noted for some time, the market in and around Dallas, Texas is an important one for wealth management. A business focused on the outsourced chief investment officer (OCIO) model has opene...
Baird Builds Massachusetts Wealth Footprint, Adds To Arizona Market
The US-wide organization is continuing to build out its presence in the country's private wealth management sector. ...
Deals Of The Day: The Latest In Wealth Management M&A – Elevation Point, Stonebrook Private
The latest mergers and acquisitions in the North American wealth management industry. ...
Wealth Results Sharply Improve At Citigroup
The headline figure for Citigroup's wealth business showed that the US lender ended 2024 on a strong note. ...
Award Winners
WealthTalk - Awards Videos
Wize By Teamwork's Central Application Supports Growth
Duration: 2.70m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m