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Latest Comment & Analysis

Strategy
August 5, 2026

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...

Strategy
July 27, 2026

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. ...

Legal
July 24, 2026

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.  ...

Philanthropy
July 23, 2026

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. ...

Strategy
June 24, 2026

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...

Real Estate
June 23, 2026

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

People Moves
October 2, 2026

Fiduciary Trust International Adds To New York Team

The two managers, one joining from Beacon Trust Co, and the other from ICONIQ Capital, are based in the wealth manager's NYC headquarters. ...

Surveys
October 2, 2026

Cyber Budgets To Rise As AI Threats Expand – PwC Survey

The firm's survey of 71 countries found that 84 per cent of respondents expect cyber spending to rise and half of security leaders feel least prepared for attacks on AI systems. ...

M and A
October 2, 2026

Cerity Merges With Three US Wealth Houses, Totaling $2.07 Billion AuM

The US wealth management group has merged with a trio of firms across the country. ...

People Moves
October 2, 2026

Who's Moving Where In Wealth Management? – Botoff Consulting, LPL Financial, Others

The latest senior wealth management moves, appointments and personnel changes in the North American sector. ...

M and A
October 1, 2026

Hightower Signature Wealth Acquires Massachusetts-Based Firm

The transaction, when closed, is slated to bring about $752 million of assets to the Hightower Signature Wealth business. ...

M and A
October 1, 2026

Procyon Acquires New Jersey Firm

The deal, when closed, will add approximately $415 million in assets under management. ...