News, Comment & Analysis results for trust
Jersey's JTC Targets Brazil Market
The office has a dedicated team of professionals covering Latin America who have a “deep
California “Billionaire Tax” Proposal Raises Residency, Liquidity And Legal Concerns For Wealth Managers
Our US correspondent takes a look at a proposed wealth tax in California, the likely impact it will
Family Offices Get Bigger, More Sophisticated – The Implications
Family offices have grown rapidly as a sector inside and outside North America. Success also brings
Regulatory Fines Down In The US In 2025 – Fenergo
Dublin-headquartered Fenergo, a provider of digital solutions for client lifecycle management
Finding Family Harmony Between The Silence And The Noise
The authors argue that governance and wealth mechanisms are maps, but without relational awareness,
How Governance, Organization, And Deliberation Create Value In Single Family Offices
The challenge for many family offices in terms of how they operate is that they lack resources.
Glenmede Names New Florida Head
As part of the change, the previous regional head will have a widened role encompassing wealth
Who's Moving Where In Wealth Management? – AlTi Tiedemann Global, Envestnet, Others
The latest moves, appointments and personnel changes in North American wealth management.
Deals Of The Day: The Latest In Wealth Management M&A – Savant WM, APC Financial Planning, Mercer Advisors
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
UHNW Institute Names New Thought Leadership, Strategy Head
One of the most important thought leaders in the industry is stepping down from his post - while