News, Comment & Analysis results for Level
Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report
At the half-way point of 2026, a firm examines transaction trends for wealth management in three
ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures
The editor reflects on how the world of giving is affected when a major wealth creation event –
What Advisors Must Know About Investment-Linked Residency, Citizenship
Citizenship-by-investment and residency-by-investment programs open doors. The question is whether
ANALYSIS Private Aviation: High-Altitude Barometer For Global Wealth
Private aviation’s rise is also a feature of globalization – the term used to describe the
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
Digital Privacy, Cyber Insurance: Why Family Offices Need Both
A panel at the recent family office forum on cybersecurity, hosted by this news service, examined
BNY Wealth Lifts Lid On UHNW Wealth Transfer Readiness, Confidence
Covering topics from financial literacy through preparations for transfer and use of trusts, the
Managing Family Offices' AI Risk – SPB White Paper
This paper from a law firm points out that family offices operate in a highly sensitive
AI To Drive Market Performance In H2 2026; US Equities To Outperform – Natixis IM Survey
Paris and Boston-headquartered Natixis Investment Managers, which has over $1.4 trillion assets
Asset, Wealth Revenues In Q2 2026 Rise 20 Per Cent Vs Year Ago - Goldman Sachs
While private banking fee revenues were hit by lower net interest margins, overall wealth and asset