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Administering An Estate With Artworks – Strategic Options
The challenges of managing artworks in estate plans can be complicated and financially – and emotionally – draining. This is the third article in a series looking at how such issues can be addressed. ...
What The Sector Has Gotten Wrong About “Great Wealth Transfer”
The wealth management sector has talked about a multi-trillion transfer of assets and liquid wealth from Baby Boomers to younger age cohorts for years. And yet changes made in the industry haven't always kept up...
Executor Survival: Navigating Legal, Emotional Turbulence – Lawyers And Family
The emotional and financial costs of handling estate-related litigation can be severe, and not always fully understood. In the second article in a series, the author looks at important considerations for people ...
Getting Service Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and the trends it sees unfold. ...
After The Honeymoon: How To Handle Post-M&A Integration Blues
Our US correspondent looks at the flurry of big merger and acquisition deals and how to handle the post-M&A integration blues. ...
Index Investing – How To Solve The "Reconstitution" Problem
We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a number of challenges that aren't widely appreciated. ...
Latest News
AI Hasn't Yet Set Corporate Revenues Alight – PwC
For private banks and wealth managers, the findings are a reminder that identifying the use cases for AI is not the same as putting ideas into profitable action. ...
In Strong Year For Returns, New Hedge Fund Launches Rise, Liquidations Sink
The pace of new launches speeded up last year and liquidations fell, coming at what has been one of the best years in hedge funds in more than a decade. Hedge funds are part of the toolkit that private banks and...
US "Muni" Bonds Deserve Clients' Attentions – In Conversation With CIBC Private Wealth
FWR talked to CIBC's wealth management arm in the US about municipal bonds, the way they are valued and the major differences in categories. The firm argues that they are an important part of US portfolios. ...
EXCLUSIVE: Winners Of Third Miami Family Wealth Report Awards
Kicking off the new year with a ceremony in Miami yesterday evening, we unveiled the winners of the awards – now in their third year. ...
How Asset Management Modernizes Philanthropy
This article examines how charitable causes can be combined with businesses – a model now being put within the reach of individuals in a more systematic way. ...
California “Billionaire Tax” Proposal Raises Residency, Liquidity And Legal Concerns For Wealth Managers
Our US correspondent takes a look at a proposed wealth tax in California, the likely impact it will have if it becomes law, and what the likelihood is of such a tax taking effect. ...