News, Comment & Analysis results for Founder
EXCLUSIVE: Prominent Family Thought Leader Jay Hughes Joins Advisory Firm
Jay Hughes, who has spoken to FWR in the past about his writings and analysis of family dynamics,
Turning A Collection Into A Legacy: How To Create And Fund A Private Operating Foundation
With all collectors of the finer things of life, the question will arise as to what happens to
China's Offshore Flow Clampdown Has Impact – WSJ
China has started to tax offshore trusts as used by wealthy HNW citizens. Authorities have clamped
Rockefeller Global Family Office Expands Ohio Presence
The team joining Rockefeller have come from Merrill Lynch.
Deals Of The Day: The Latest In Wealth Management M&A – Sequoia Financial, All Star, Summit, Others
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Bill Pay Moves Into The Wealth Management Mainstream
The following discussion about bill pay services was held at a recent Family Wealth Report
Summary Of North American Senior Moves In Wealth Management – May 2026
A roundup of moves, appointments and personnel shifts in the North American market.
What’s New In Investments, Funds? – Arch, Lincoln Property Company, HF Capital, SGF Capital
The latest news in investment offerings, financial products and other services relevant to wealth
Digital Digest: The Latest Tech News – Advyzon
The latest technology news in the wealth management sector from around the world.
"Nuclear Verdicts" Aren’t Just A Corporate Problem – They’re A Wealth Management One
The spread of so-called "nuclear verdicts" in court cases – those involving jury awards over $10