Family Wealth Report
@FWReport
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Family Wealth Report is the premier news and analysis source for the family office and wealth management community
USA, Canada
Joined May 2011
Participate today in the survey for the 12th edition of WealthBriefing's Tech and Ops Research Report 2024!. It will examine the key #operational #challenges that wealth management firms are looking to solve. Take part here:
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Participate in the 11th Annual WealthBriefing Tech & Ops Research Survey! The report will examine issues such as #ESG in the #investment process, #asset and #investmentstrategies, #techbudgets changes, #automation, #AI and #digitisation.
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We’d like to highlight this unique report from our partners @Dentons.
Our Family Office Direct Investing Survey Report is based on insights from nearly 200 family office respondents from 32 countries who provided insight into how they view the world and the key factors driving their investment strategies #FamilyOffice
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“Family Office Efficiency in Accounting and Investment Analysis: Industry Update” has been launched by @FWReport / @Wealthbriefing and @FundCount. Learn how your institution compares to its peers by downloading your complimentary copy today.
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Family Wealth Report were delighted to host a webinar "Critical Strategies for Turning Heirs into Clients" with Kyle Fleming, SS&C Advent; April Rudin, The Rudin Group, Peter McRae, McRae Capital Management and Tom Burroughes, ClearView Financial Media.
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We invite all Family Office professionals to participate in the Dentons Family Office Direct Investing Survey 2022. Any questions, please contact adriana.zalucka@clearviewpublishing.com. #investing #familyoffices #wealthmanagement
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Our 2022 survey on #technology and operations trends in #wealthmanagement is now open. Have your say #wealthmanagers, and get a chance to win an iPad mini as well as an advance copy of our forthcoming report:
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See the biggest pain points and contribute to our new survey here
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Take part in @FWReport and #WealthBriefing’s new study on Efficiency in Accounting and Investment Analysis in the #familyoffice / #UHNWI space. Win a pair of Bose noise-cancelling earbuds - take our short survey now. #wealthtech #privatebanking s.
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V interesting data coming in for @FWReport & @WealthBriefing 's study on #accounting and #investmentanalysis for #familyoffice/#uhnw #wealthmanagement. Have your say to get an advance copy of the report and the chance to win Bose noise-cancelling earbuds!.
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Congratulations to Our Family Office for winning the MULTI-FAMILY OFFICE (up to and including $2.5 billion AuM/AuA) category at the 9th Family Wealth Report Awards 2022.
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Congratulations to @marsh for winning the Marketing & PR Award category at the 9th Family Wealth Report Awards 2022! .#awards2022 #familyoffices #wealthmanagement.
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Congratulations to BlackCloak for their success at the 9th Family Wealth Report Awards 2022.@BlackCloakCyber
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Family offices and uhnw #WealthManagement firms, ever wondered how efficient your accounting & #investment analysis processes are compared to your peers? Take our short survey to find out: and receive the report.
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See the highlights of our Ninth Annual Family Wealth Report Awards 2022. Many thanks to our judges, sponsors and all participating firms! #FWRAwards2022
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Family offices and uhnw #WealthManagement firms, ever wondered how efficient your accounting & #investment analysis processes are compared to your peers? Take our short survey to find out:
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#outsourcing is rising in #financialservices. Find out what experts see as best practices & common pitfalls. Download your complimentary copy of “Outsourcing Intelligence for Financial Institutions”, a new paper by @WealthBriefing and @Platform_Online:
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Marc L Rinaldi, partner at family office consultancy and tech advisory @PKFOD, shares his views on the fast-changing landscape of #cryptocurrencies, other digital assets and their impact on the #familyoffice sector:
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Darren Berkowicz, Managing Director at @SSCTechnologies, explains how #familyoffices can fix common disconnects between their investment and accounting systems:
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Outsourcing can deliver great benefits, but careful thought needs to go into both its configuration and the provider. Tom Wooders of Titan Wealth offers a checklist of considerations to help #wealthmanagement institutions make the right choices:
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