Mondaq USA: Wealth Management
GuernseyFinance
Guernsey's place as a centre of excellence for fund administration should be well known: a burgeoning sector that's been flourishing for years
GuernseyFinance
Based on its initial findings it formulated a number of views mid-way through last year [2016] that will help to inform its future work.
GuernseyFinance
Guernsey is continuing to take steps to build on its position as a BEPS-compliant jurisdiction.
GuernseyFinance
In recent times, trustees in the Crown Dependencies have sought the approval of the courts when faced with ‘momentous' decisions such as the decision to sell property.
GuernseyFinance
Guernsey underlined its expertise in the wealth management sector by figuring prominently at Citywealth's inaugural Future Leaders Awards.
GuernseyFinance
Guernsey has introduced a Private Investment Fund (PIF) regime which provides fund managers with greater flexibility and simplicity.
GuernseyFinance
Kate Clouston, Director of International Business Development at Guernsey Finance, looks at opportunities for Guernsey from the US funds sector.
GuernseyFinance
When measured on a global basis, a huge demand exists for infrastructure investment.
GuernseyFinance
A new cross-sector financial initiative, aimed at identifying and building business opportunities in the emerging impact investment asset class, has been launched in Guernsey.
GuernseyFinance
Guernsey Finance and Locate Guernsey have worked together on a new promotional video for the island that shows it as the perfect destination to do business.
Perkins Coie LLP
On January 17, 2017, the SEC announced a number of political contribution-related settlements with investment advisers, both registered and exempt.
Ostrow Reisin Berk & Abrams
According to the National Association of Unclaimed Property Administrators (NAUPA), state unclaimed property programs are holding nearly $42 billion in assets, just waiting to be claimed by their rightful owners.
Day Pitney LLP
The article examines the substantial risks of cyberattacks that family offices and their clients face.
Womble Carlyle
There's little doubt that President Trump will carry through on the many promises that he made during the campaign that affect individuals, investors and advisors in the Wealth Management Industry.
Proskauer Rose LLP
The February § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 2.6%, up 0.2% from January.
Ostrow Reisin Berk & Abrams
Planning for retirement has never been more important, especially for those in my generation (Millennial) and for the generations that have and are to come after me (Generation Z and Alpha).
Ropes & Gray LLP
On December 15, 2016, the SEC's Division of Investment Management issued a Guidance Update titled, Mutual Fund Fee Structures...
Stites & Harbison PLLC
As this time, it is difficult to determine what the specific provisions of President-Elect Donald J. Trump's tax proposals will be; however, it is important to highlight the types of planning that are not likely to be affected, and therefore could, and should, continue.
Stites & Harbison PLLC
As this time, it is difficult to determine what the specific provisions of President-Elect Donald J. Trump's tax proposals will be; however, it is important to highlight the types of planning that are not likely to be affected, and therefore could, and should, continue.
Butler Snow LLP
Butler Snow attorneys Christopher L. McLemore and John R. Wood recently contributed the following article to eprivateclient.com, a leading internet publication for those in the wealth management field.
Latest Video
Most Popular Recent Articles
Moodys Gartner Tax Law LLP
Israel and the United States share a strong bond, and U.S. citizenship or permanent resident status allows access to the largest economy in the world.
Frankfurt Kurnit Klein & Selz
Recently, in Estate of Kollsman v. Commissioner the U.S. Tax Court held that an art collector's estate significantly underreported the value of two artworks for estate tax purposes.
Reinhart Boerner Van Deuren S.C.
Don't let uncertainty over estate tax repeal become one more reason to delay focusing on framing the legacy you want to leave for your family and your business.
Pryor Cashman LLP
"Dividing a marital estate poses a multitude of challenges for the matrimonial practitioner. Some of the more discrete and greatly underestimated components of the martial estate are the assets often unseen:
Ostrow Reisin Berk & Abrams
According to the National Association of Unclaimed Property Administrators (NAUPA), state unclaimed property programs are holding nearly $42 billion in assets, just waiting to be claimed by their rightful owners.
Perkins Coie LLP
On January 17, 2017, the SEC announced a number of political contribution-related settlements with investment advisers, both registered and exempt.
Shearman & Sterling LLP
An investment organization dedicated to managing a family's wealth is often referred to as a "family office."
Duane Morris LLP
We all are aware of the importance of the April 18 tax deadline; however, April 1 is also a significant date for those who turned age 70½ in 2016. This milestone means you are now required to start taking minimum annual distributions from your traditional IRAs.
Jones Day
The increasing number of tax regularization programs in Latin America—most recently in Argentina, Brazil, Colombia, and Peru—is of keen interest to the cross-border wealth management industry.
Day Pitney LLP
On October 14, Gov. Christie signed a new law that will remove New Jersey from the top of the list as one of the worst states in which to die, and that may give pause to many New Jersey residents seeking to establish their domicile elsewhere.
Article Search Using Filters
Related Topics
Mondaq Advice Center (MACs)
Popular Authors
Popular Contributors
Up-coming Events Search
Tools
Font Size:
Translation
Channels
Mondaq on Twitter
Partners
In association with