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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...
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...
We carry this brief interview with an executive search figure ...
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and making a name for itself as one of the larger wealth management players. Our US correspondent analyzes developments...
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out of favour with the authorities might not seem to give lessons for wealthy families and their advisors, but that i...
In this feature, we examine how international affairs, or geopolitics to put it another way, is a topic that wealth managers, bankers and others must grasp to get the most value for their clients and their own b...
An executive perspective on the unmonitored layer in wealth management and family office cybersecurity. ...
When AI-enabled fraudsters are on the loose, it further heightens the need for people to be on their guard. An expert from the world of insurance and security recently spelled out what's at stake at FWR's Family...
A broad theme in several developed countries in recent years have been efforts by governments of different political stripes to encourage citizens across income brackets to save for the long term. As ever, the d...
The report said that Bezos Expeditions is now the most active family office investor so far. In June, it took part in five fund-raising rounds for AI startups. ...
The latest senior wealth management moves, appointments and personnel changes in North America. ...
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...