Family Wealth Report is the premier news and analysis source for the family office and wealth management community
USA, Canada
Joined May 2011
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Family Wealth Report retweeted
@edwardvmarshall, Global Head of @Dentons' #FamilyOffice Group, is joined by our Tom Burroughes, Group Editor of @FWReport in a podcast on the evolution of the #wealthmanagement industry. bit.ly/3ofBGgi
Family Wealth Report retweeted
@FWReport discusses RIA transition stories shared at the DeVoe G2 Forum this week. Different flavors for different folks
buff.ly/3w0scpQ
@MercerAdvisors @Cresset_Capital @WcWealth
Family Wealth Report retweeted
11 Ideas to Organize an Event Family Offices Want to Attend
teten.com/11-idea-to-organiz…
@FWReport @foxexchange
@Revere_Vc @pe_stack
Family Wealth Report retweeted
.@BDO_USA_Tax's Jeff Kane, Todd Simmens and Jack Nuckolls shared their insights with @FWReport on #tax planning strategies for high-net worth individuals and families navigating proposed tax increases. Read more: bit.ly/3uY5IWF
Family Wealth Report retweeted
#Familyoffices have been long-standing #investors in #realestate. In an article for @FWReport, #TeamSPB lawyers address the types & level of #duediligence required for analyzing the real estate aspect of a M&A #transaction.
Read ➡️: bit.ly/3fbbRtf
Family Wealth Report retweeted
Out now! @WealthBriefing/@FWReport's "Technology Traps #Wealthmanagers Must Avoid" report for 2021, sponsored by @EY_WealthAM. Cutting-edge #wealthtech insights covering every element of #HNWI and #familyoffice business. Download your free copy here: bit.ly/3sdTNlZ
Family Wealth Report retweeted
We are honored to be a 2021 @FWR Finalist in the Client Communications category. Congratulations to all of the other finalists! #communications #clientfirst #awards #reporting #WealthManagement
Family Wealth Report retweeted
Great article from the @UHNWInstitute in @FWReport on the need for best-in-class wealth management integration for family offices. Pascal's integrated digital platform helps financial advisors deliver the client experience UHNW individuals want today. familywealthreport.com/artic…
Family Wealth Report retweeted
Berdon is a finalist in the Solutions for “International Americans” category of the @FWReport Awards, recognizing the most innovative and exceptional firms, teams and individuals serving the #familyoffice, #familywealth management and trusted advisor communities in North America.
Family Wealth Report retweeted
We are thrilled to be a Finalist in the Implementation of a Tech Solution/Best Tech Stack category for the 2021 @FWReport Awards. This includes firms that successfully implemented a #technology solution to improve client experience and/or organizational performance.
ALT https://bit.ly/3aB1ISK
Family Wealth Report retweeted
The U.S. Bankruptcy Code can be a surprisingly useful tool in litigation involving high-net-worth individuals. @KobreKimLLP’s Farrington Yates told Robin Rathmell how in the tenth episode of our Wealth Talk series with @FWReport. kobrekim.social/hin2s0OB
Family Wealth Report retweeted
Carson is a finalist in two categories at this year’s @FWReport Awards: Diversity in Wealth Management and Innovative Client Solution.
We’re proud of our work and to be among industry difference makers!
Family Wealth Report retweeted
We are proud to be recognized by @FWReport for exceptional service for a second year in a row. Click the link to read more. #FWRAward2021 #jdjfos #jdjfamilyofficeservices
jdjfos.com/news/jdj-shortlis…
Family Wealth Report retweeted
Congrats to client @CanoeAI, who has been named a finalist in the “Outsourcing/Business Process Outsourcing” and “Onboarding” categories for the 2021 @FWReport Awards. Read more here: bit.ly/2XCQIhN
Family Wealth Report retweeted
We are honored to announce that Addepar has been selected as a finalist in the consolidated reporting category for the @FWReport Awards! The program recognizes the most innovative teams serving the family office, family wealth management & trusted advisor communities.
Family Wealth Report retweeted
U.S. courts offer a low evidentiary bar of entry and powerful discovery tools, presenting opportunities and risks for those involved in partnership disputes. Kobre & Kim’s Jonathan Cogan explains in episode 8 of our Wealth Talk series with @FWReport. kobrekim.social/GSrUhr8k
Family Wealth Report retweeted
How should non-U.S. high-net-worth individuals avoid risks from the long reach of U.S. sanctions? In the third episode of our series on global HNWI litigation issues with @FWReport, Kobre & Kim’s Sean Buckley sat down with Robin Rathmell to explain. kobrekim.social/ELdFADqh
Family Wealth Report retweeted
Now a well recognized and highly respected program, The Eighth Annual WealthBriefing European Awards 2020 Awards process has once again produced a list of outstanding winners.
clearviewpublishing.com/even…
Family Wealth Report retweeted
What risks do Chinese high-net-worth individuals (HNWIs) face with the “dramatically stepped-up enforcement posture and pace” by the U.S.? In @FWReport’s series on HNWI litigation, Kobre & Kim’s Wade Weems explains in a Q&A moderated by Robin Rathmell. kobrekim.social/5j-pxZto
Family Wealth Report retweeted
How To Decide What Your Family Office Should Outsource via @forbes forbes.com/sites/johnjenning…