News, Comment & Analysis results for Founder
Dynasty Forms "Strategic" Custody Pact With Goldman Sachs
The collaboration with Goldman Sachs' custodial services, asset management, lending and capital
Software-As-A-Service And AI: A Potent Mix For Family Offices
We talk to US-headquartered Eton Solutions, a technology business that is changing the ways that
US Wealth Managers Merge, Expand Footprint
The merger enhances one of the party's capabilities in areas such as serving UHNW individuals, and
Future Proof Comes To Miami Beach: Sand, Sun And Speed Dating
Our US correspondent attended a "Future Proof" conference in Miami Beach to take the temperature of
International Foundations – US Estate Planning Nightmare
The author of this article says that US persons may be able to achieve greater US tax certainty
Illuminating Women’s Wealth Management Progress, Building Connections
Awards and networking gatherings run by this publication, held in Zurich and close to International
Who's Moving Where In Wealth Management? – Dynasty Financial Partners
The latest senior moves, appointments and personnel changes in the North American wealth management
Summary Of Moves In North American Wealth Management – January 2025
A roundup of moves, appointments and other personnel changes in the North American wealth
New Family Office Group Launched, No M&A Intentions
Rather strikingly at a time when many wealth management firms, including MFOs, have gone down the
Compliance Corner: BlackCloak, Enhanced Family Office Service
The latest compliance news: regulatory developments, punishments, guidance, permissions and new