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

ESG
January 14, 2022

Wealth Industry's Force For Environmental Good Accelerates

We talk to an investment firm at the cutting edge of putting money to work in businesses that cut the use of carbon and promote a cleaner planet. ...

Uncategorised
December 23, 2021

Updated Forward Features For 2022

Here is the most recent forward features schedule, taking us to the end of 2022. ...

Legal
December 20, 2021

Choosing Your Estate Attorney – Part 2

This is the second half of a two-part article looking at the process of hiring an estate attorney and why it is so important to get this right. ...

Trust Estate
December 17, 2021

Choosing Your Estate Attorney – Part 1

This is the first half of a two-part article looking at the process of hiring an estate attorney and why it is so important to get this right. ...

Company Profiles
December 13, 2021

Creating An "Oasis" For Objective Advice And Ideas

This news service recently interviewed one of the founders of R360, an invitation-only network for people holding at least $100 million of investible wealth. Michael Cole talks about a hunger for objective advic...

UHNW Institute
December 9, 2021

Does Your Firm Really Offer Integrated Family Wealth Services?

What is the value of "integration" in a family office, why does it matter, and how do we know if it has been achieved? This topic is discussed by two experts in the family offices industry and the business of se...

Latest News

Strategy
January 24, 2022

RIAs Expect Continued Growth: Are They Overconfident?

There appears to be a lot of optimism in the RIA space. How much of that is justified by the recent past and likely path of events? ...

M and A
January 24, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Charles Stanley, Raymond James

The latest mergers, acquisitions and corporate actions in and around the North American wealth management sector. ...

ESG
January 24, 2022

Franklin Templeton Appoints Investing and Sustainability Veteran

By appointing the high-profile veteran, the US investment manager is joining other large US asset managers overhauling their environmental, social and governance teams. ...

Alt Investments
January 24, 2022

Hedge Fund Industry Crosses $4 Trillion Mark

The figures show that for all the ups and downs in their fortunes before and after the 2008 financial crash, hedge funds remain an important toolkit for wealth managers and other players in global markets. ...

Philanthropy
January 24, 2022

DAF Grants Rise Amid Pandemic, Donors More Flexible – Schwab Charitable

Donor-advised funds, or DAFs, have become increasingly visible as a channel for philanthropic activity in the US and UK over recent years. ...

People Moves
January 24, 2022

Who's Moving Where In Wealth Management? – Värde Partners, Raymond James

The latest senior moves in North American wealth management. ...