Contributed Archive
The Intersection Of Cybersecurity And Physical Security
Here is a summary of points made in one of the sessions at the FWR Family Office Cybersecurity And...
Archimedes' Lever – AI And The Age Of Infinite Leverage
This is a first in a series of sponsored articles that also appear in a new FWR publication issued...
Bolstering Your Family Office Security With The Right Training
Creating a culture of cybersecurity awareness, where employees understand the importance of their...
Family Offices Professionalize Further To Align With Family Needs
Ultra-high net worth families expect more than ever from their family offices. Amid intensifying...
New Model Client Platforms – An Examination
The following article examines, in a thematic way, the ways that new model client platforms should...
What’s Top Of Mind For Some Of The World’s Leading Family Offices?
Citi Private Bank gathered leading family offices from around the world – representing $434...
Challenges And Advancements In KYC Screening For Private Banking, Wealth Management Industry
The author of this article argues that it's crucial to adopt a balanced but robust approach to KYC...
Webinar: Creating A Simpler World For Family Offices
How can technology and related solutions provide "clarity" for family offices out of an existing...
Webinar: How Family Offices, Advisors Handle Data Challenges, Accelerating Tech
In a recent video panel, this news service was joined by senior industry figures, including the...
Bite Investments: High Expectations For Digital Growth In Private Capital Industry
We talk to Bite Investments about what's driving asset managers to spend money and time on their...
Critical Strategies For Turning Heirs Into Clients
A webinar, hosted by the publisher of this news service, covered the vital topic of what wealth...
Family Office Demand For Talent Drives Outsourcing
The author of this commentary argues that outsourcing is a family office’s best option to get...
Top Five Reasons For Using Wealth Compass, According To Family Office Leaders
The following article explores the need to use tech tools so that advisors and their clients can...
Adding P&C To Separate Your Firm From The Pack
What benefits do property and casualty risk management bring to wealth managers in terms of their...
The Intersection of Privacy, Security, And Function
Competing imperatives around privacy, convenience and the client experience will be something...
TM Group Helps Family Offices To Work Much Smarter
The following article examines how TM Group helps family offices to improve systems such as their...