News, Comment & Analysis results for trust
Reflections On Murdoch Family Trust Dispute: Lessons for Advisors
Not just a media headline, but a global cases study in family decision-making and succession, the
Pitcairn Names Investment Strategy MD
These are busy times at the family office firm, having bought Brightside Partners this year and
Summary Of Moves In North American Wealth Management – July 2025
A summary of moves and appointments in the North American wealth management sector.
Summit Financial Advisors Joins MAI Capital Management
The California-based firm brings $570 million in client assets to MAI’s national platform
Eton Solutions Exalts Its AI Progress
The international group, created by Eton Advisors, a multi-family office, isn't shy about showing
Where Next For Clients' Planning After One Big Beautiful Bill?
We continue to delve into what the One Big Beautiful Bill – now enacted into law – will mean
Franklin Templeton Names New Chief Commercial Officer
California-headquartered investment manager Franklin Templeton makes senior appointments, with a
How Saudi Family Enterprises Redefine Private Markets
An expert on family offices in Saudi Arabia and the wider world – and a prominent figure at the
Post-Takeover Analysis: Multi-Family Offices – The New M&A Battleground?
Our group editor and US correspondent examine the forces behind Corient’s stunning European UHNW
Opinion Of The Week: Wealth Managers' AI Uses Expand; Optimum Strategy Is Tough Call
The editor considers emerging fields such as "agentic AI" and how fast, or not, wealth managers,
Comment & Analysis results for trust
Getting Service Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and
A Walk Around The US Trusts Toolkit – In Conversation With Arden
Arden Trust Company, which has existed in its current guise since a corporate spin-out in 2019,
California's Proposed Non-Grantor Trusts Crackdown Will Backfire Badly – Advisor
FWR talks to a wealth advisor in the Golden State about proposed changes to the taxation of
Special Needs Trusts: Protecting The Whole Family With Wealth Planning
The authors of this article argue that trustees of special needs trusts should have a deep
What Many People Don’t Know About Power Of Trusts
The author writes that regardless of current uncertainties there remains a suite of planning