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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

Compliance
October 30, 2026

Binance Says $7.6 Billion Affected In Crypto Attack

The saga, details of which are still coming to light, is a blow to the cryptocurrency sector that has in some ways become a mainstream area in financial services. ...

Technology
October 30, 2026

Digital Digest: The Latest Tech News – Practify, Dynasty Financial Partners

The latest technology news in the wealth management sector from around the world. ...

Asset Management
October 30, 2026

What's New In Investments, Funds? – Savvy Wealth, Private Markets Program

The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...

Client Affairs
October 30, 2026

ECB, US Fed Hold Rates; Lagarde To Step Down – Wealth Managers React

Although the European Central Bank and the US Federal Reserve have kept interest rates on hold this week, the big story was Christine Lagarde's decision to step down as ECB President on February 7, 2027. ...

People Moves
October 29, 2026

Dynasty Financial Partners Steps Up Marketing, Brand Drive

The St Petersburg, Florida-headquartered firm has brought in a marketing and brand expert with a background at groups such as Coca-Cola, ESPN, Corpay and Turner Broadcasting.  ...

Alt Investments
October 29, 2026

Preqin Forecasts Private Markets AuM To Exceed $34 Trillion By 2031

The BlackRock-owned data provider expects private equity to reach $11.6 trillion and private credit to pass $5 trillion, with evergreen vehicles the fastest-growing part of the credit market. ...