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Wealth Management Law

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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.

Wealth Management Update

The November 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.6%, the same as in October.

United States Wealth Mgt

PR

Proskauer Rose LLP

Episode 5: The Shutdown Episode (Podcast)

In this episode of Asset Management Corner, Andrew Dean and Chris Mulligan discuss how the federal government shutdown impacts the SEC...

United States Wealth Mgt

WG

Weil, Gotshal & Manges LLP

EU-U.S. Asset Management Insights, Live From Luxembourg (Podcast)

From regulatory shifts and fundraising trends to retail investment access and cross-border engagement, Elaine shares expert insights on how U.S. managers are increasingly embracing European markets, and vice versa.

Worldwide Wealth Mgt

AO

A&O Shearman

Fully Invested: The Rise Of CITs – Why They're A Compelling Path For Asset Managers Entering The 401(k) Plan And Retail Markets (Podcast)

On this episode of Fully Invested, asset management partners, Eric Requenez and Jessica Reece, along with Josh Lichtenstein, a benefits partner and head of the ERISA fiduciary practice...

United States Wealth Mgt

RG

Ropes & Gray LLP

The Key To Succession Planning In The United States: A Revocable Trust

United States Wealth Mgt

GGI Global Alliance

How Much To Say And When: A Growing Contradiction For Trustees And Advisors In United States Nextgen Trust Planning

United States Wealth Mgt

GG

Greenberg Glusker Fields Claman & Machtinger

Delaware Law Provides Asset Protection Structure

United States Wealth Mgt

GG

Greenberg Glusker Fields Claman & Machtinger

Avoid Generalizations In Working With NextGens

United States Wealth Mgt

GG

Greenberg Glusker Fields Claman & Machtinger

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Endowment Tax Changes: Secondaries Market Implications In 2025 And Beyond

United States Wealth Mgt

RG

Ropes & Gray LLP

Meeting The AI Moment In Asset Management: An Agenda For Industry Lawyers

United States Wealth Mgt

RG

Ropes & Gray LLP

Pryor Cashman Representing Spring Mountain Capital In Asset Acquisition By Stifel

United States Wealth Mgt

PC

Pryor Cashman LLP

Leveraging Success With Sophisticated Financing Strategies

United States Wealth Mgt

D

Dechert

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

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Webinars

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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

Recorded on 30 Apr 2025 | 2:00 PM

Mondaq | 2025 Law Firm Data Landscape Report

mm

Mondaq

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

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Wealth & Asset Management

Wealth Management Update

The November 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.6%, the same as in October.

United States Wealth Mgt

PR

Proskauer Rose LLP

Episode 5: The Shutdown Episode (Podcast)

In this episode of Asset Management Corner, Andrew Dean and Chris Mulligan discuss how the federal government shutdown impacts the SEC...

United States Wealth Mgt

WG

Weil, Gotshal & Manges LLP

EU-U.S. Asset Management Insights, Live From Luxembourg (Podcast)

From regulatory shifts and fundraising trends to retail investment access and cross-border engagement, Elaine shares expert insights on how U.S. managers are increasingly embracing European markets, and vice versa.

Worldwide Wealth Mgt

AO

A&O Shearman

Regulatory Compliance In Leveraged ETF Sales Practices

United States Finance

KM

Katten Muchin Rosenman LLP

Non-Financial Misconduct Miniseries: Episode 1 - Navigating the FCA's Regulatory Framework (Podcast)

United States Criminal

RG

Ropes & Gray LLP

Serving As Personal Representative Of An Estate? A Quick Guide To The Estate Administration Process

United States Family

RM

Rich May

Seeing Red Flags In Tricolor: A Colorful Lesson On Collateral Interests

United States Insolvency

CW

Cadwalader, Wickersham & Taft LLP

2025 Emerging Manager Forum

United States Commercial

KG

K&L Gates LLP

Trends In Private Credit Fund Structuring 2025

Worldwide Finance

D

Dechert

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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

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Latest Videos

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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

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

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