About this site

Family Wealth Report provides unique and essential business intelligence on the world of North American family wealth in a convenient and easy-to-read format - straight to subscribers' inboxes every day along with an archive of almost 200,000 relevant articles.

It is part of the global WealthBriefing Network.

Since 2005 The WealthBriefing Network has given members access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as Family Wealth Report Breakfast Briefings and Fintech and Asset Allocation Summits in North America.

It features an industry leading awards programme with independently judged awards being presented at a sparkling gala event in New York.

Family Wealth Report subscribers benefit from the following coverage:

  • Strategic and structural changes across North America’s family office sector
  • Evolving business models and how technology can enhance the client experience and improve profitability
  • How to leverage digital delivery
  • Cybersecurity and data management
  • What clients are looking for in their advisors
  • Results and performance metrics
  • Mergers & acquisitions in North American wealth management
  • Wealth management people moves and profiles
  • The challenges of servicing families and family offices in North America
  • Asset management and allocation - new products, performance and structures
  • The compliance challenge, including data protection, AML, KYC and suitability
  • Tax, estate planning and legal issues for the North America ultra high net worth community
  • Updates on luxury goods and services

 

Subscribers include:

  • Private bankers
  • Multi and single family office owners and executives
  • RIAs
  • Asset and fund managers
  • Lawyers, accountants and trusted advisors to the private client market
  • Technology vendors
  • Business and industry consultants
  • Recruiters

This publication is supported by all the biggest names in the industry.

Group Editor Tom Burroughes and his extensive editorial team are supported by a high profile and distinguished editorial board of senior family wealth management professionals. They ensure that nothing is missed and only the most useful and important issues are brought to your attention.

Publisher Stephen Harris has over 30 years’ international financial experience as a financial journalist, publisher and private client investment manager.

Family Wealth Report is published by ClearView Financial Media with over 20 years experience of providing information to the international financial services sector.

Latest Comment & Analysis

Alt Investments
October 14, 2021

CAIS Taps Demand For Wider Alternative Investment Access

Everyone seems to be talking about private market investing - "alternative investment" - these days. A need for advisors and clients is having good seats at the table and being educated about the benefits and tr...

Offshore
October 11, 2021

Pandora Papers: The Rich Are Back In Firing Line

Entrepreneur and surveyor of public attitudes toward wealth, Dr Rainer Zitelmann, takes aim at the latest "leak" of masses of data from firms catering to high net worth individuals. He argues that the affair sho...

Offshore
October 4, 2021

Offshore Centers Look Back, Forward In Uncertain Times

We talk to industry figures in various IFCs in Europe to ask how international pressures and the global pandemic have shaped business and strategy.      ...

Family Office
October 4, 2021

New Research Explores ESG And Family Governance Models

WealthBriefing and Jersey Finance have teamed up to survey and interview family governance experts internationally to discover how sustainability and ESG priorities are playing out in the UHNW space. ...

Strategy
September 30, 2021

Alvarium-Tiedemann Merger: Are Its Global Ambitions Realistic?

A US and London-based multi-family office aim to combine, building an organization with significant presence around the world. Coming at a busy time for M&A in the sector, we speak to the man slated to be CEO of...

Offshore
September 28, 2021

The Bahamas: The Clear Choice For International Financial Services

Here is the 2021 edition of a report about The Bahamas, prepared in partnership with The Bahamas Financial Services Board. ...

Latest News

Compliance
October 22, 2021

Compliance Corner: US Treasury, FATF

The latest compliance news: regulatory developments, punishments, guidance, permissions and new product and service offerings. ...

ESG
October 22, 2021

The Fractious Road To COP26

Stumbling blocks abound for ESG investors and the arrival of COP26 is rattling lawmakers to rise to the moment. Here is a round up of some of this week's activity. ...

Reports
October 21, 2021

Net Income, Wealth Assets Rise At Northern Trust

Net income, revenues and wealth management AuM rose at the Chicago-based financial services group in the third quarter. ...

Strategy
October 21, 2021

Robo-Advisor Deepens, Expands TD Bank's Wealth Prowess

The US banking group, present on the ground from Maine to Florida, talked about a robo-advisor offering that it says will run alongside its existing wealth management business. ...

M and A
October 21, 2021

Raymond James Buys TriState Capital In $1.1 Billion Deal

TriState provides securities-based loans for clients of independent investment advisory firms, trust companies, broker-dealers, regional securities firms, family offices, insurance companies and other financial ...

Technology
October 21, 2021

New Thought Leadership: The Role of Technology in ESG Investing 

InvestCloud and WealthBriefing have teamed up to explore how new technologies can help wealth managers embed ESG into their offerings efficiently. ...