Mondaq USA: Wealth Management
GuernseyFinance
Miss Clouston is to take on the role of global relationship manager with offshore law firm Collas Crill next year.
GuernseyFinance
A Guernsey Private Investment Fund established to invest in the oil and gas sector has been launched by a Scandinavian fund manager.
GuernseyFinance
The launch of a new Private Investment Fund in Guernsey from a South African manager is the latest of what is hoped could become a pipeline of fund launches from the country.
GuernseyFinance
Guernsey's world-leading capabilities, evidence of fund growth and the determination to never stand still were all key as the island retained its title of ‘Best Centre for Fund Administration' at the 2018 Investment Week Fund Services Awards.
GuernseyFinance
That's the nature of beauty and sovereignty.
GuernseyFinance
The Hipgnosis IPO demonstrates that proven hit songs are investable assets.
GuernseyFinance
The statement followed a high-level round table meeting on sustainable finance which took place today in Halifax, Canada.
Cadwalader, Wickersham & Taft LLP
SEC Enforcement Division Asset Management Unit Co-Chief Anthony S. Kelly will leave the agency prior to December 1, 2018.
Hunton Andrews Kurth LLP
What Happened: On November 1, 2018, National Security Advisor John Bolton confirmed that the White House will undertake "a very serious review" and use a "fresh set of eyes" on the enforcement...
Proskauer Rose LLP
These same rates are used in connection with sales to defective grantor trusts.
Reed Smith
Increasingly, the antitrust agencies have been challenging unreported transactions post-closing under the Clayton Act ...
Jones Day
Pennsylvania's Commission was told at the September hearing regarding the PSERS and SERS probe that $3.8 billion in investment fees have gone unreported.
Ruchelman PLLC
The U.S. person must prepare a valuation of the intangible property in accordance with rules set forth in the Treasury regulations.
BakerHostetler
This week brought more announcements related to stablecoins, with a major Japanese technology firm announcing plans to launch a yen-pegged cryptocurrency in 2019.
Shearman & Sterling LLP
Partners Russell Sacks (New York-Financial Institutions Advisory & Financial Regulatory) and Richard Alsop (New York-Capital Markets) and Of Counsel Andrew ("Buddy")Donohue (New York-Investment Funds)
Day Pitney LLP
Key Duties That Families Require of Family Office Executives - Investment Strategy and Implementation; Accounting, Reporting and Control; Banking and Liquidity Planning; Legal, Governance and Estate Planning ...
Proskauer Rose LLP
The October § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.4%, down slightly from 3.44% in September.
Shearman & Sterling LLP
Effective August 1, 2018, the Delaware Limited Liability Company Act (DLLCA) was amended to include a new § 18-217.
Holland & Knight
A recent New York County Surrogate's Court case, Matter of the Estate of Durcan, highlights the importance of properly completing beneficiary designation forms for retirement accounts, even when one has already completed them at a prior custodian.
Sheppard Mullin Richter & Hampton
As a battle rages on in Nanterre, west of Paris, over the estate of Johnny Hallyday, who is best known as the "French Elvis", and spills out across the pages of the tabloid press in France,
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Matson Driscoll & Damico
In my previous article, I discussed the critical need for business owners to have their business valued by a professional appraiser.
Ropes & Gray LLP
The following summarizes recent legal developments of note affecting the mutual fund/investment management industry:
Reed Smith
Increasingly, the antitrust agencies have been challenging unreported transactions post-closing under the Clayton Act ...
Shearman & Sterling LLP
Effective August 1, 2018, the Delaware Limited Liability Company Act (DLLCA) was amended to include a new divisive merger statute.
Mayer Brown
It is extremely rare that a section of the US Internal Revenue Code of 1986, as amended (the "Code") ...
Day Pitney LLP
Key Duties That Families Require of Family Office Executives - Investment Strategy and Implementation; Accounting, Reporting and Control; Banking and Liquidity Planning; Legal, Governance and Estate Planning ...
Morrison & Foerster LLP
On October 19, 2018, the U.S. Treasury Department and IRS issued long-awaited and much anticipated proposed regulations relating to the OZ Fund rules contained in Section 1400Z-2 of the Internal Revenue Code.
Jeffer Mangels Butler & Mitchell LLP
On October 19, 2018, the IRS issued the first set of proposed regulations and a New Revenue Ruling on new Internal Revenue Code Section 1400Z-2 governing Opportunity Zone investments.
Ruchelman PLLC
The U.S. person must prepare a valuation of the intangible property in accordance with rules set forth in the Treasury regulations.
Jones Day
Pennsylvania's Commission was told at the September hearing regarding the PSERS and SERS probe that $3.8 billion in investment fees have gone unreported.
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