Contributed Archive
Why Jurisdictional Diversification Is Critical To US Family Offices’ New Global Mindset
Diversification strategies come in many forms and one applies to where people choose to live. That...
The Financial Services Industry’s Shadow Vendor Problem
Wealth managers that vet their vendors have a variety of systems and applications to check. What a...
Protecting A California Business In Divorce: Agreements, Corporate Documents And Confidentiality – Part Two
There are particular features of divorce and business laws in California which mean that if a...
Protecting A California Business In Divorce: Agreements, Corporate Documents And Confidentiality – Part One
There are particular features of divorce and business laws in California which mean that if a...
Your Bodyguard Can't Stop This
Executives and wealthy families are spending record sums on physical security. The attack that will...
The Evil Corp Takedown Is A Win And A Warning
An "ethical hacker" and figure in the security and defense community, Derek Blok writes about...
How Digitally Mature Are The UK’s Top 30 Asset Managers?
The firm, Remarkable, explains that a recent report it produced states that the "window for...
The New Geography Of Wealth
Citizenship and residency by investment, once viewed as an opportunistic strategy, has evolved into...
Planning Through Life Transitions, Not Just Life Stages
Women's financial lives don't usually follow a script and there are shifts that can occur at any...
Liechtenstein Court Decision Is Wake-Up Call For Baby Boomers, Wealth Managers
A recent court case concerning a small European financial center raises questions on how robust...
Philanthropy With Intent: Lessons From The Buffett Family Trust
A major development concerning the philanthropic goals of legendary investor Warren Buffett prompts...
Marinas: Why Family Offices Should Allocate
In this series stemming from FWR’s investment summit in Manhattan in November, this article...
Oil And Gas As A Real Asset Strategy
This article explores the benefits to HNW individuals of investing in oil and gas to produce cash...
Numbers Don’t Lie: Family Offices Focus Less On Cybersecurity – And Risk More
Operational costs for family offices have risen, but the focus - so it seems - on cybersecurity has...
Safeguarding Generational Wealth: How Family Offices Can Confront Growing Cybersecurity Risks
In this article, we talk to the headline sponsor of FWR's recent forum on cybersecurity issues...
Five Trends In Luxury Lifestyle And Travel Management For Family Offices
This article looks at a business specializing in luxury travel and lifestyle – Maison Benjamin...
Configuring Right Tools For Your Family Office: Considerations For Tech, Operations
An overview and summary of a panel discussion at this news service's recent family office...
Technology: Navigating Current Challenges And Future Opportunities
An overview and summary of this news service's family office technology summit in New York City. ...
Securing Health, Wealth For Aging Loved Ones: A Deep Dive With TrustHouse
The organization said it is designed to help clients take a proactive approach in managing both the...
From Risk To Resilience: Strategies For Cybersecurity In Family Offices
The latest in a series of articles linking back to the discussions held at a family office...