About this site

Family Wealth Report provides unique and essential business intelligence on the world of North American family wealth in a convenient and easy-to-read format - straight to subscribers' inboxes every day along with an archive of almost 200,000 relevant articles.

It is part of the global WealthBriefing Network.

Since 2005 The WealthBriefing Network has given members access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as Family Wealth Report Breakfast Briefings and Fintech and Asset Allocation Summits in North America.

It features an industry leading awards programme with independently judged awards being presented at a sparkling gala event in New York.

Family Wealth Report subscribers benefit from the following coverage:

  • Strategic and structural changes across North America’s family office sector
  • Evolving business models and how technology can enhance the client experience and improve profitability
  • How to leverage digital delivery
  • Cybersecurity and data management
  • What clients are looking for in their advisors
  • Results and performance metrics
  • Mergers & acquisitions in North American wealth management
  • Wealth management people moves and profiles
  • The challenges of servicing families and family offices in North America
  • Asset management and allocation - new products, performance and structures
  • The compliance challenge, including data protection, AML, KYC and suitability
  • Tax, estate planning and legal issues for the North America ultra high net worth community
  • Updates on luxury goods and services

 

Subscribers include:

  • Private bankers
  • Multi and single family office owners and executives
  • RIAs
  • Asset and fund managers
  • Lawyers, accountants and trusted advisors to the private client market
  • Technology vendors
  • Business and industry consultants
  • Recruiters

This publication is supported by all the biggest names in the industry.

Group Editor Tom Burroughes and his extensive editorial team are supported by a high profile and distinguished editorial board of senior family wealth management professionals. They ensure that nothing is missed and only the most useful and important issues are brought to your attention.

Publisher Stephen Harris has over 30 years’ international financial experience as a financial journalist, publisher and private client investment manager.

Family Wealth Report is published by ClearView Financial Media with over 20 years experience of providing information to the international financial services sector.

Latest Comment & Analysis

Philanthropy
May 10, 2024

Foundation Source's Growth Ambition And Promise Of "Philtech"

We talk to the US organization about "philanthropy technology" – aka philtech – how the sector of foundations is evolving, and the approach of the man who recently joined from the financial data and wealth m...

Alt Investments
May 9, 2024

Private Credit Matures But Yet To Face Big Recession

We talk to a law firm that engages in the area of private credit funds and other alternative investments about its views on this market area, which has been hot in recent years. ...

Offshore
April 19, 2024

HNW Americans Smile On "Golden Visas" – And What's Next

A marker for globalization and the degree of unfettered movement that people enjoy, the market for citizenship/residency-by-investment has developed rapidly since early days when it was dominated by a handful of...

Trust Estate
March 27, 2024

Estate Plans, Fine Art And Tax – A Heady Brew

It's been tax-filing season – a time to grapple with estate plans, wealth transfer, and considerations about the assets that are valuable. Fine art might be a niche market in some ways, but it matters to many ...

M and A
February 20, 2024

Private Equity’s Iron Grip On RIAs Grows

Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant player in mergers and acquisitions involving registered investment advisors. We probe what's going on. ...

Company Profiles
February 8, 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family offices. The firm has been in expansion mode worldwide, including North America. ...

Latest News

Technology
May 22, 2024

EXCLUSIVE: Tech Automation Holds Rich Wealth Management Promise – In Conversation With FNZ

This news service speaks to one of the firms that has delved into what advisors think AI and other tech such as blockchain will mean for the industry in coming years. ...

Strategy
May 21, 2024

JP Morgan's Dimon Signals Looming Retirement, Frowns On Regulations – Media

The CEO – holding the spot since 2006 – has talked about his own final stages of a career that has seen him at the helm during turbulent times. ...

Surveys
May 21, 2024

It's True – AI Really Does Boost Financial Sector's Productivity

A new PwC study analyzing AI's impact on jobs, skills, wages, and productivity suggests that it significantly boosts productivity – a finding sure to resonate with wealth managers looking at AI to help handle ...

Alt Investments
May 21, 2024

Gold Starts To Shine Again

This commentary from an investment house grapples with recent moves in the gold market and how, in its view, people should view the yellow metal and price developments. ...

ESG
May 21, 2024

EXCLUSIVE: Natural Capital Big Focus For Cibus Capital

After London-headquartered Cibus Capital, a specialist investment advisory firm focused on sustainable food and agriculture, announced the close of Cibus Fund II and Cibus Enterprise Fund II, Alastair Cooper, he...

Wealth Strategies
May 20, 2024

BOOK REVIEW: How Nations Escape Poverty, By Rainer Zitelmann

A prolific author and commentator about attitudes on wealth, inequality, capitalism and sources of enterprise has done it again with an entertaining and instructive book that focuses on the achievements of Polan...