News, Comment & Analysis results for trust
Stocks, Luxury Goods To Benefit, Traditional Collectibles Will Suffer In Great Wealth Transfer – Study
There is considerable commentary on a multi-trillion dollar wealth transfer and what impact it will
Digital Digest: The Latest Tech News – Confluence Technologies
The latest technology news in the wealth management sector from around the world.
Citi Wealth Names New Global Head Of Wealth Planning
The firm said that the new global head of wealth planning's background will be a tremendous asset
Who's Moving Where In Wealth Management? – Wooster, Arden Trust, Raymond James
The latest executive moves, appointments and personnel changes in North American wealth
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,
Nominations Open For 14th Family Wealth Reports 2027
The awards, now in their 14th year, continue to recognize the firms, teams and individuals who set
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
Tech Delivers Investment Goods For UK-Based Wealth Firm
Darius McDermott at Chelsea Financial Services and FundCalibre shares his insights on the case for
China's Offshore Flow Clampdown Has Impact – WSJ
China has started to tax offshore trusts as used by wealthy HNW citizens. Authorities have clamped
New York City’s New Pied-à-Terre Tax – Unresolved Questions
The luxury second-home tax in New York City is raising questions and a web of technical ambiguities