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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...
Canoe Intelligence sits at the center of developments in the way that alternative investments data is collected, processed and reported for wealth managers and other players. ...
Organic growth in wealth management is becoming more difficult and families carry a coordination burden, challenges that the industry must continue to grapple with. These and other points are made in the followi...
The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients. ...
The two managers, one joining from Beacon Trust Co, and the other from ICONIQ Capital, are based in the wealth manager's NYC headquarters. ...
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. ...
The US wealth management group has merged with a trio of firms across the country. ...