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Latest Comment & Analysis

Strategy
December 20, 2024

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. ...

Strategy
December 20, 2024

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...

UHNW Institute
December 19, 2024

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. ...

Wealth Strategies
December 18, 2024

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...

White Papers
December 18, 2024

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. ...

Offshore
December 9, 2024

The Bahamas: A Complete and Compelling Choice 2024

This publication carries a spread of articles and insights about the Caribbean jurisdiction. ...

Latest News

Strategy
January 17, 2025

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...

Awards
January 17, 2025

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. ...

New Office
January 17, 2025

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...

People Moves
January 17, 2025

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. ...

M and A
January 17, 2025

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. ...

Financial Results
January 16, 2025

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. ...