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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...
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. ...
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. ...
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. ...
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...
The central bank hiked rates yesterday and, just as notably, its rate-setting committee did so unanimously. We take views from wealth managers about the Fed's move and its strategy. ...
The St Petersburg-headquartered group has made top management changes to fit succession consulting, acquisition planning and capital solutions more snugly together for advisors. ...
The SEI study said it found that most financial advisors think they are pushing clients to consolidate assets, but the majority of HNW investors say they have never been asked. ...
This news service can announce the individuals and firms that impressed with their achievements for this part of our global awards series in 2026. ...
The report examines why business owners think of selling, what the typical mistakes are, how to gain optimal outcomes, and what the role of advisors should be. ...
The latest senior wealth management moves, appointments and personnel changes in North America. ...