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.
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.
Ostrow Reisin Berk & Abrams
As chief operating officer, Leah oversaw the creation of her company's contingency (or disaster) plan. When a Category 4 hurricane put that plan to the test, it passed with flying colors.
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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.
Shearman & Sterling LLP
An investment organization dedicated to managing a family's wealth is often referred to as a "family office."
Duane Morris LLP
The Dirty Dozen American film released by MGM in 1967 depicts wartime law breaking, theft and impersonation, but today we are talking about the IRS' "Dirty Dozen Tax Scams for 2017" list, which depicts law breaking, theft and impersonation issues that are putting taxpayers at risk.
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.
Dentons
With the tax filing season now open, the IRS has listed its top 12 tax scams and warned U.S. taxpayers that participation in these prohibited activities could result in civil and criminal tax exposure.
Day Pitney LLP
The article examines the substantial risks of cyberattacks that family offices and their clients face.
GuernseyFinance
Guernsey is continuing to take steps to build on its position as a BEPS-compliant jurisdiction.
Shearman & Sterling LLP
On January 12, 2017, the FSB published a report on policy recommendations to address structural vulnerabilities from asset management activities.
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
Fox Rothschild LLP
News of the expected phase-out of New Jersey's estate tax — along with changes to federal estate tax laws in recent years — means that many New Jersey residents should consider simplifying their estate planning documents to eliminate outdated provisions designed to save state and federal estate taxes.
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