News, Comment & Analysis results for Archive
Hightower Signature Wealth Acquires Massachusetts-Based Firm
The transaction, when closed, is slated to bring about $752 million of assets to the Hightower
Procyon Acquires New Jersey Firm
The deal, when closed, will add approximately $415 million in assets under management.
When AI And Cybersecurity Intertwine For Good – And Bad
A pair of major technology challenges for wealthy individuals and structures such as family offices
The Family Office Investment Paradox
The author of the following article notes how private capital becomes more personal and yet also
US-Headquartered SEI Signals Asia-Pacific Ambitions With Singapore Office
SEI, which operates in areas including wealth management as part of its business, has taken its
Howard Capital Management Launches Philanthropy Group For Advisors
The announcement is also an opportunity to consider the important role in wealth management of the
DayMark Expands Florida Wealth Management Footprint
DayMark has been expanding, with the onboarding of a $820 million firm earlier in the year and
Who's Moving Where In Wealth Management? – Kestra, Mesirow, Global Atlantic, KKR
The latest senior wealth management moves, appointments and personnel changes in the North American
Who's Moving Where In Wealth Management? – Citi Wealth, LPL, Raymond James
The latest senior wealth management moves, appointments and personnel changes in the North American
Five Questions To Create A Better Private Aviation Strategy
The ways that wealthy individuals, families and business owners use private aviation assets
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