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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...
We carry this brief interview with an executive search figure ...
The firm is one of those businesses that have ridden the wave of rising interest in private markets and the wider “alternative” investments sector. ...
A roundup of moves, appointments and personnel shifts in the North American market. ...
The publication of property data in New York in preparation for a new "pied à terre" tax might not, in itself, represent a new shift in what is legitimate to put in the public domain, but it does raise question...
The latest moves, appointments and personnel changes in wealth management in North America. ...
The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...
Canoe Intelligence sits at the center of developments in the way alternative investments data is collected, processed and reported for wealth managers and other players in what is a growing field. ...