News, Comment & Analysis results for Founder
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
The Physical World Is Being Rebuilt. Family Capital Is Made For It
The "physical industries" such as mining, construction, energy, manufacturing and space exploration
The Giving Portfolio: Why UHNW Families Must Move Philanthropy Beyond The Checkbook
The author of this article, an expert in areas of philanthropy and impact, says that she