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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 publisher of this news service is preparing a major report that looks at how AI affects the wealth sector, and is talking to industry figures about how this transformative technology will play out. We invite...
After news broke yesterday of the deal, for an undisclosed sum, the Family Wealth Report editorial team delves into the rationale for this acquisition and what it means for Envestnet and Vestmark. ...
The latest senior wealth management moves, appointments and personnel changes in North America. ...
The new managing director is based in a location that plays a critical role as part of the firm's Caribbean and wider Americas teams' efforts to bring "first class" corporate and private wealth services to its g...
The appointments come at what has been a strong period of acquisition activity for the RIA. ...
New research from London-based fund manager Robocap shows that investors believe increased computational power will drive a breakthrough in AI capabilities this year. AI productivity gains should drive around 22...