News, Comment & Analysis results for Archive
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
Rockefeller Global Family Office Expands Ohio Presence
The team joining Rockefeller have come from Merrill Lynch.
Affluent, HNW Americans Tread Carefully With AI For Investment, Finance
A new HSBC report shows that artificial intelligence transforms how investors generate investment
What’s New In Investments, Funds? – BlackRock, inCadense, DeepVest
The latest news in investment offerings, financial products and other services relevant to wealth
International Law Firm Launches Chicago Office, Names Partners
The firm works with organizations including family offices, public and private companies and
RBC Echelon Builds Concierge Offering With "High Touch" Approach
This news service talked to the "Echelon" service of RBC, which the banking group expanded earlier
European Wealth Houses Still Like Equities, But Differences Emerge
Wealth managers think that equity markets have further to run thanks to strong earnings, resilient
Deals Of The Day: The Latest In Wealth Management M&A – Aspen Standard Wealth, Denver Private Wealth Management
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
Possible Franklin Templeton Bid For AITi Global – Media
A media report says one of the largest US investment firms is considering a purchase of AITi
Comment & Analysis results for Archive
ANALYSIS: Healthcare, Emergency Medicine Looms Larger In Concierge Sector
The global market for concierge medicine is, on some estimates, going to be worth more than $41
ANALYSIS: The Evolving, Widening World Of Concierge Services
Delivery models and client demands continue to evolve in the area that can be loosely called
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one
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 –
Physical, Digital Security High On Agenda For HNW Individuals
Major public gatherings, further examples of stupendous wealth and a sometimes ugly public culture
ANALYSIS: We Need To Talk About 1031 Exchanges
FWR delves into the details of what are called 1031 exchanges - structures dating back about 100
How The Family Office Talent Management Market Stands Today
We carry this brief interview with an executive search figure
What To Expect As Cooper Claims Top Beacon Pointe Job
There’s a new boss joining Beacon Pointe – a firm continuing to expand via acquisitions and
Lessons For Families And Their Advisors From A Hit TV Series
A highly acclaimed TV series about a group of British intelligence operatives who have fallen out
ANALYSIS: Understanding Geopolitics To Gain Wealth Edge
In this feature, we examine how international affairs, or geopolitics to put it another way, is a