This Article is no longer available, this page is showing similar articles.

Wealth Management Law

Subscribe

Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.

Three Wealth Transfer Strategies Every Business Owner Needs To Know

It is estimated that $1.5 to $2 trillion is passed annually to younger generations. As the "Great Wealth Transfer" continues, family business owners face a distinct set of personal and sometimes conflicting wealth transfer considerations.

United States Wealth Mgt

KM

Katten Muchin Rosenman LLP

APAC Monthly Private Wealth Legal Developments - February 2026

ASIC has released its financial advice update for February 2026, covering the following developments and issues affecting financial advice...

Worldwide Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

Wealth Management Update

The March 2026 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.80%, which is 0.20% higher than the February 2026 rate.

United States Wealth Mgt

PR

Proskauer Rose LLP

The GP Stake: A Lever For Acceleration That Is Gaining Momentum

While the European GP Stake market, where funds invest in asset management companies, remains smaller than its US counterpart...

United States Wealth Mgt

SR

McDermott Will & Schulte

US Asset Management Regulatory Year In Review 2025

United States Wealth Mgt

KG

K&L Gates LLP

Asset Impairment As A Capital Discipline Tool For CFOs And Accounting Leaders

United States Wealth Mgt

R

Riveron

Hedge Clauses In Focus: The SEC Charges An Investment Adviser With Four Advisers Act Violations

United States Wealth Mgt

AG

Akin Gump Strauss Hauer & Feld LLP

Four Strategies For Family Business Succession Planning

United States Wealth Mgt

KM

Katten Muchin Rosenman LLP

California Market-based Sourcing Rules To Impact Asset Managers

United States Wealth Mgt

SR

McDermott Will & Schulte

Looking Ahead: Asset Manager M&A In 2026

United States Wealth Mgt

SR

McDermott Will & Schulte

Sustainable Energy & Infrastructure Client Feature — January 2026

United States Wealth Mgt

M

Mintz

Wealth Management Update - January 2026

United States Wealth Mgt

PR

Proskauer Rose LLP

Trump Accounts: Insights From USA Today On New Child Savings Plan

United States Wealth Mgt

KR

Kaufman Rossin

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

See more

Webinars

See More

Recorded on 20 Jan 2026 | 3:00 PM

2026 Canadian In-House Counsel Report: Unparalleled Insights into Canada's In-House Profession from CBA In-House Lawyers

TC

CBA In-House Lawyers

Recorded on 9 Jul 2025 | 2:00 PM

Digital Assets – Innovation vs Compliance: Emerging Offshore Jurisdictional Trends – How Legal Advisers' Roles Will Change

W

Walkers

Recorded on 24 Jun 2025 | 3:00 PM

(2nd Session) 2025 Global In-House Counsel Survey Report: Unique Insights into the Global In-House Counsel Profession

IC

In-House Counsel Worldwide

Recorded on 24 Jun 2025 | 9:00 AM

(1st Session) 2025 Global In-House Counsel Survey Report: Unique Insights into the Global In-House Counsel Profession

IC

In-House Counsel Worldwide

Wealth & Asset Management

Three Wealth Transfer Strategies Every Business Owner Needs To Know

It is estimated that $1.5 to $2 trillion is passed annually to younger generations. As the "Great Wealth Transfer" continues, family business owners face a distinct set of personal and sometimes conflicting wealth transfer considerations.

United States Wealth Mgt

KM

Katten Muchin Rosenman LLP

The GENIUS Act Arrives And The OCC Is Set To Act

Enacted on July 18, 2025, the GENIUS Act is Congress' first comprehensive federal framework for payment stablecoins...

United States Finance

DS

Dinsmore & Shohl

No Paper, No Problem: IRS Loosens Form 1099-DA Consent Rules For Digital Asset Brokers

The U.S. Treasury Department and the Internal Revenue Service (IRS) have recently released proposed regulations (REG-105064-25)...

United States Tax

WS

Winston & Strawn LLP

Proskauer Benefits Brief: Withdrawal Liability "Cheat Codes": Section 4204 (Part Two) (Podcast)

United States Employment

PR

Proskauer Rose LLP

APAC Monthly Private Wealth Legal Developments - February 2026

Worldwide Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

California's Proposed 2026 Billionaire Tax Act: What You Need To Know

United States Tax

FL

Foley & Lardner

Choosing A Life Partner Is A Financial Decision: 6 Questions To Ask Early

United States Family

SD

Schiller DuCanto & Fleck LLP

Ep. 64 – PPLI In Practice: A Conversation With Carl Peterson (Podcast)

United States Family

WD

Wiggin & Dana

See more

Offshore Financial Centres

DOI Announces Plans To Revise BOEM Rule Requiring Additional Bonding

The US Department of the Interior (DOI) has announced plans to revise the Bureau of Ocean Energy Management's (BOEM) 2024 Risk Management and Financial Assurance Rule for offshore oil and gas operations.

United States Energy

JW

Jones Walker

Legal Update: New British Virgin Islands Laws For Virtual Asset Service Providers

The British Virgin Islands (BVI) is a well-established offshore financial centre, with over 500,000 registered BVI Business companies. In recent years...

United States Finance

S

Sterlington PLLC

Hope Is Not A Strategy And Three Other Things I Learned From The Legendary Bob Popeo

Many of you have asked me to tell you a story about Bob Popeo, one of the greatest lawyers of the modern era.

United States Commercial

M

Mintz

Comprehensive Modernisation For Luxembourg Funds And Their Managers

United States Finance

GP

Goodwin Procter LLP

I.R.S. Placing Watchdog Agents In International Financial Centers

United States Technology

RP

Ruchelman PLLC

Jurisdictional Enforcement Trends

Worldwide Finance

Da

Duff and Phelps

U.S. Supreme Court Refuses To Hear Challenge To FATCA

United States Tax

SE

Stikeman Elliott LLP

The End Is Near: Correcting Offshore Tax Problems Before And After IRS Closes Offshore Voluntary Disclosure Program On September 28, 2018

United States Tax

DM

Duane Morris LLP

How The Super Reforms Impact US Expats

United States Tax

MP

Moodys Private Client Law LLP

See more

Offshore Banking

Renouncing US Citizenship Or Giving Up A Green Card: Why And How To Consider It

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.

United States Tax

MP

Moodys Private Client Law LLP

Proceed With Caution: The "Dirty Dozen" Tax Scams For 2017

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.

United States Tax

DM

Duane Morris LLP

DOJ And IRS Expanding Offshore Enforcement Efforts: Financial Institutions And Individual Taxpayers Beware

A few months ago, we posited that the DOJ and IRS were expanding offshore enforcement efforts beyond Europe, with a likely new target of those efforts being Singapore.

United States Tax

D

Dentons

Israel Cleared To Implement FATCA And Report On U.S. Persons

United States Tax

D

Dentons

Taxpayers Putting Pressure On Courts to Establish The IRS's Burden Of Proof In Offshore Disclosure Cases

United States Tax

D

Dentons

Treasury And Other Agencies Issue Guidance To Banks On Correspondent Accounts

United States Wealth Mgt

B

BakerHostetler

IRS Updates FATCA FAQs

United States Tax

MW

McDermott Will & Emery

Offshore Voluntary Disclosure Update

United States Wealth Mgt

MW

McDermott Will & Emery

The Streamline Program Turns Two

United States Tax

D

Dentons

See more

Latest Videos

See more

Shielding Your Wealth: Can An LLC Protect Your Personal Assets? (Video)

G.A.M. Law Office

Conservatorship, Guardianship Or Powers Of Attorney? (Video)

JK

Jones & Keller PC

Duff & Phelps Launches The Cost Of Capital Navigator

Da

Duff and Phelps

Trending Video: SEC Priorities For Asset Management Industry (Video)

RG

Ropes & Gray LLP

Chuck Yeager, The Right Stuff, And Your Income Growth Trajectory (Video Content)

SH

Stites & Harbison PLLC

Mondaq uses cookies on this website. By using our website you agree to our use of cookies as set out in our Privacy Policy.

Learn More