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

M and A
February 3, 2025

How – And Why – MFOs Are Cashing In On The M&A Boom

Our US correspondent casts his experienced eye over the latest flurry of big merger and acquisition deals and the lessons coming out of this activity. ...

Strategy
February 3, 2025

Price Pressures, Desire For Independence Fuels Need For Guidance

The North American wealth sector has its share of challenges, and also opportunities for ambitious advisors seeking independence and their own way forward. This creates a need for specialist players who can guid...

Strategy
December 20, 2024

High Performing Family Offices: Thinking About “Me” As Much as “We”

This article examines the process of sustaining and growing financial prosperity alongside durable family harmony. This requires a balance of technical and analytical considerations. ...

Strategy
December 20, 2024

Wealth Manager’s Conundrum: The Paradox Of Enough

This article addresses attitudes to money, and how to avoid the trap of regretting later in life that unwarranted fears have prevented people from enjoying and using their wealth productively when they had the c...

UHNW Institute
December 19, 2024

Redefining Wealth Management: Highlights From The UHNW Institute Symposium

The Symposium, discussing the full implications of what is called Integrated Family Wealth Management, teased out ideas on how advisors can meet the complex and changing needs of UHNW families. ...

Wealth Strategies
December 18, 2024

A Comprehensive Guide To Concentrated Stock Positions

Diversifying a portfolio sounds reasonable and wise, but it turns out that making the move comes with a number of challenges. This article addresses what happens with a "concentrated" stock position in a portfol...

Latest News

M and A
February 7, 2025

Carnegie Gains $1.3 Billion AuM With Eagle Ridge Acquisition

The two advisory firms partner to expand services and deliver targeted investment solutions. ...

People Moves
February 7, 2025

Who's Moving Where In Wealth Management? – Synovus

The latest senior moves, appointments and personnel changes in North America's wealth management sector. ...

Strategy
February 7, 2025

The Intersection Of Sports And Financial Planning

This article looks at the phenomenon of "name, image and likeness" (NIL) in sports and the wealth management and financial planning implications. ...

People Moves
February 7, 2025

Mercer Advisors Names New Client Development Head

Denver-headquartered Mercer Advisors, a $69 billion national Registered Investment Advisor, and a large acquirer of wealth management firms in the North American market, has also been prolific in new client dev...

Investment Strategies
February 7, 2025

Swiss Bank Favors US Over EU, Emerging Market Equities

Geneva-headquartered global wealth and asset manager Lombard Odier has just published its latest investment and economic outlook for 2025, assessing asset classes globally. ...

Client Affairs
February 6, 2025

Orion Expands Advisor Capabilities

Orion services $4.9 trillion in assets under administration and $97.5 trillion in wealth management platform assets, as of the end of 2024. ...