Preview: Joe Reilly Launches Circulus Group Summit To Gather Family Office Community Circulus Group – founded by Joseph Reilly – is holding a full-day conference on September 19 in Manhattan. It will gather experts in the investment and family office space to put some context around current markets. https://lnkd.in/epcHjw7d #familyoffices #wealthmanagement #investment Joseph Reilly Tom Burroughes Amanda Cheesley Stephen Harris Philip Harris Rachel Fokes Theodora Viney For more information about the conference and to apply for an invitation: https://lnkd.in/eCMbyyU5
Family Wealth Report
Book and Periodical Publishing
Providing unique and essential business intelligence on the world of North American family wealth www.FWReport.com
About us
Published by ClearView Financial Media, an independent, London-based publishing house, Family Wealth Report is the leading source of essential, and often exclusive, business intelligence and in-depth reports for family offices, private banks, wealth and private asset managers, and other advisors to wealthy clients in North America. Content comes from our own experienced editorial team as well as leading industry professionals, helping readers stay on top of important developments in this complex space. Family Wealth Report operates regular though leadership events for our community and invited guests, as well as the highly-regarded annual FWR Awards, now in their 7th edition.
- Website
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http://www.familywealthreport.com
External link for Family Wealth Report
- Industry
- Book and Periodical Publishing
- Company size
- 11-50 employees
- Headquarters
- New York
- Type
- Public Company
- Founded
- 2008
Locations
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Primary
New York, US
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London, GB
Employees at Family Wealth Report
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Tom Burroughes
Group Editor, at ClearView Financial Media, WealthBriefing, WealthBriefingAsia and Family Wealth Report
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Charles Paikert
Contributing reporter at Barron's Advisor; U.S. correspondent, Family Wealth Report, contributing writer, CityWire RIA
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Borja Rodriguez Cuadra
Founder of Vacation Marbella. Luxury holiday rentals in Marbella, Spain. We are hosting more than 10.000 guests a year.
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Buzz Bray
Family Office & Wealth Management Recruiting
Updates
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Unleashing The Power Of AI: Navigating The Benefits, Challenges And Risks This is the fifth in a series of articles that also appears in a 24-page post-summit publication after Family Wealth Report's Family Office #Cybersecurity and #AI Summit earlier this year. The following article is from John Boles and Danielle Valkner, at PwC. https://lnkd.in/e6madJP7 #familyoffices #wealthmanagement #riskmanagement #artificialintelligence Meghan Carlson Tom Burroughes Amanda Cheesley Philip Harris Stephen Harris Rachel Fokes Theodora Viney
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The Use Of AI In Creating Social Engineering Attacks AI can be used to orchestrate and inflict attacks through digital networks. Gilad Zinger explains what can be done and how to frame the issues. https://lnkd.in/eUAMMqRu #ai #artificialintelligence #familyoffices #wealthmanagement #UHNWI Tom Burroughes Stephen Harris Philip Harris Rachel Fokes Siiri Piiroinen Theodora Viney Tony Gebely
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Family Wealth Report is excited to announce the launch of its 2025 awards programme. Now celebrating its twelfth anniversary, and building on the long-standing success of its independent judging process, nominations for the Eleventh Annual Family Wealth Report Awards 2025 are now open. To register your initial expression of interest please follow the link below and for any questions please contact [email protected] https://lnkd.in/e-3_GUnQ Rachel Fokes Stephen Harris Tom Burroughes Becky Newman Jenna Maybery Siiri Piiroinen Jamie McLaughlin Joseph Reilly April Rudin Rebecca Meyer Kelly Lora Ewart Dennis Mangalindan Brian Hughes Buzz Bray Carol Kaufman Gio M. Lisa Featherngill Ronna Gyllenhaal Susan R. Schoenfeld Michael Cole Michael Zeuner Michael Wagner Steve Prostano Michael Slemmer, CFA Patti Boyle, Ed.D., MBA Neil Nisker William Trout Matt Walker, CPA, CGMA® Thomas J. Handler Richard Chen Rusdi Sumner
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Cybersecurity, AI Post-Summit Report: Hacking People – Cybersecurity, Reputations, And AI Mykolas Rambus writes that most people are scarcely aware how their information can be used against them. And that’s probably a good thing, but the reality is there are myriad scams, extortion schemes, types of cyberattacks, with more being invented all the time. Read more in the post summit report of Family Wealth Report's recent Family Office Cybersecurity and AI Summit. https://lnkd.in/eBimbpqB #cybersecurity #ai #hacking #reputation #familyoffices #wealthmanagement Tom Burroughes Philip Harris Stephen Harris Amanda Cheesley Rachel Fokes Siiri Piiroinen Theodora Viney
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The Intersection Of Cybersecurity And Physical Security One of the sessions at Family Wealth Report's recent Family Office Cybersecurity and AI Summit was “The Intersection of #Cybersecurity and #Physicalsecurity”. Kathryn (Kate) Norris, CPRM, CAPI, CPRIA, Lisa Gelles (Howard Insurance) and Tom Aldrich (360 Privacy) discussed how #digitalthreats are increasingly intertwined with #physicalrisks, delving into the critical nexus between these two domains. This session explored how advances in technology have blurred the lines between cyber and physical security, necessitating a unified approach to #protect #assets, #information, and #family members. https://lnkd.in/eTwrPhQ9 To access the post-summit report, use this link: https://lnkd.in/efzZYSTF #cybersecurity #ai #familyoffices #wealthmanagement #riskmanagement Tom Burroughes Philip Harris Stephen Harris Rachel Fokes Siiri Piiroinen Theodora Viney
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Archimedes' Lever – AI And The Age Of Infinite Leverage This is a first in a series of sponsored articles following Family Wealth Report's Family Office Cybersecurity and AI Summit in New York City. The article is from Chris Wake, the founder of Atypical, where he brings two decades of experience as an operator to his investing, including work on both hardware and software in the fields of aerospace, AI, and cybersecurity. https://lnkd.in/e7FgUtnn Tom Burroughes Philip Harris Amanda Cheesley Rachel Fokes Siiri Piiroinen Theodora Viney Iliana Efthymiadi Tony Gebely Chris Wake #cybersecurity #ai #familyoffices #wealthmanagers #fintech
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WealthBriefing shall be hosting a cocktail event this evening to celebrate the achievements of our winners in The Third Annual WealthBriefing Wealth For Good Awards 2024. These awards are held to honour the firms and people driving change in and around impact investing and philanthropy. You can see the full list of triumphant firms in the link below. https://lnkd.in/er7rX89g Schroders Wealth Management SG Kleinwort Hambros Societe Generale Spring IM Stephenson Harwood LLP The Family Office Doctor LLC Tribe Impact Capital TRIREC TrustConsult Group Grégoire Mure VAR Capital Veris Wealth Partners, LLC Wealth Reader WHEB Withersworldwide
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WealthBriefing shall be hosting a cocktail event this evening to celebrate the achievements of our winners in The Third Annual WealthBriefing Wealth For Good Awards 2024. These awards are held to honour the firms and people driving change in and around impact investing and philanthropy. You can see the full list of triumphant firms in the link below. https://lnkd.in/er7rX89g Accuro aixigo Aleta – a next-generation wealth platform Paul Kearney Arden Trust Company atomos wealth Bailard, Inc. Bank of America Barclays Private Bank Big Give BNP Paribas Wealth Management Bryn Mawr Trust Capital Generation Partners Charities Aid Foundation (CAF) Daylight Advisors Dynamo Software EQ Investors I B Corp EY Fiduciary Trust Company FinServ Foundation First Rate, Inc FormInvest AG Foundation Source GIB Asset Management Glenmede Guernsey Finance HSBC Huntington Private Bank InfoGrate Wealth InvestSuite LGT Private Banking Ludlow Trust Company National Philanthropic Trust The Niche SA Asset Management Prism the Gift Fund QNB Finansbank REYL Intesa Sanpaolo RBC Russell-Cooke Solicitors
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Family Wealth Report is proud to announce the latest publication showcasing the finalists and winners of The Eleventh Annual Family Wealth Report Awards 2024. This year, we received a record number of entrants, underscoring the significance of this prestigious awards program. https://lnkd.in/eysGEYkS
The Family Wealth Report Awards 2024 - Acclaim
https://issuu.com