News, Comment & Analysis results for trust
Arms, The Man, And The Family Office
The importance of cybersecurity for family offices, given their aggregate wealth, hardly needs to
Ready To Deploy: Building A Cyber-Safe AI Roadmap For Family Offices
One of the takeaways from the fireside chat at this part of the FWR family office cybersecurity
Summary Of Senior Wealth Management Moves For North America – April 2026
A roundup of moves, appointments and other personnel changes in North American wealth management.
Cybersecurity Forum: Risks Up, Insurance Costs Down
Our US correspondent attended last week's FWR Family Office Cybersecurity Forum in New York,
Digital Digest: The Latest Tech News – Citi Launches Tokenized Depositary Receipts
The latest technology news in the wealth management sector from around the world.
Rockefeller Takes Walk Down AI Road With New Partnership
The agreement with Anthropic is an example of how AI use cases are a relentless theme for wealth
Matter Family Office Builds Regional Footprint
The family office firm has boosted growth in recent years with an investment pact two years ago and
Elite US College Admissions In Age Of AI
How is top-end higher education, and the desire to reach these favored institutions, affected by AI
Private Placement Life Insurance: When Family Offices Gamble With Tax Advantages
A failure to stress test PPLI policies against shifts in financing rates, as well as understand
Cresset Names Head Of Family Office Services
The US wealth management firm made another senior hire this week - this time for its family office
Comment & Analysis results for trust
Getting Service Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and
A Walk Around The US Trusts Toolkit – In Conversation With Arden
Arden Trust Company, which has existed in its current guise since a corporate spin-out in 2019,
California's Proposed Non-Grantor Trusts Crackdown Will Backfire Badly – Advisor
FWR talks to a wealth advisor in the Golden State about proposed changes to the taxation of
Special Needs Trusts: Protecting The Whole Family With Wealth Planning
The authors of this article argue that trustees of special needs trusts should have a deep
What Many People Don’t Know About Power Of Trusts
The author writes that regardless of current uncertainties there remains a suite of planning