News, Comment & Analysis results for White

Compliance
July 14, 2025

RIAs Face "Added Burdens" As Deadline For New AML Rule Looms

Delving into the details, we report that forthcoming and formidable US regulatory requirements mean

Art
July 11, 2025

Fires, Floods And Other Threats: Managing Risks To Fine Art

Family Wealth Report recently talked to the head of art advisory of Citi Wealth – appointed to

Surveys
June 25, 2025

RIAs Cheer Up About Inflation Trend, Mixed On Economy, Tariffs

The data, published by Security Benefit, sheds light on what registered investment advisors think

People Moves
June 24, 2025

Who's Moving Where In Wealth Management? – Percent, MetLife

The latest moves, appointments and personnel changes in North American wealth management.

Strategy
June 16, 2025

“It’s Mind Boggling How Much Cyber Criminal Activity Is Happening”: Cybersecurity Forum

The scale of threats and attacks on financial services and related sectors is high, and a major

Family Office
June 5, 2025

A Finger On The Pulse: Squire Patton Boggs' Family Office Practice

We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector

UHNW Institute
June 4, 2025

How UHNW Institute Is Standardizing, Structuring, And Elevating The Profession

The UHNW Institute – the think tank reshaping how wealth management for UHNW clients is addressed

Emerging Markets
June 2, 2025

Africa: A New Landscape For Family Office Investing

This article sets out the main reasons why family office investors need to take Africa seriously.

Tax
May 27, 2025

Is The US Acquiring Or Losing “Golden Geese”?

This article examines developments ranging from President Trump's new "gold card" to attract HNW

Company Profiles
May 20, 2025

Putting A Dent In The Family Office Universe – Talking With Brian Weiner Of FORG

We talk to the founder of a family offices business – now a year old – about revenue models,

Comment & Analysis results for White

Family Office
October 4, 2024

New White Paper Lifts The Lid On Family Offices' Insider Security Threats

Threats to family offices from those who work within it, and other persons, need to be fully