Worldwide: Wealth Management

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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.
Article
The Creator Economy Meets Estate Planning: Protecting And Transferring Digital Businesses
As the creator economy continues to expand, individuals who derive income from digital platforms face a critical estate planning question. For those who already have an estate plan, that plan may not adequately address the unique challenges of managing, valuing and transferring digital businesses, leaving these increasingly valuable assets vulnerable to confusion, lost revenue and family conflict.
United States Wealth Mgt
WD
Wiggin & Dana
Podcast
Ep. 69 – International Lives And The New Reality Of Estate Planning (Podcast)
Today's families are increasingly global, with assets, homes, citizenships, and loved ones spanning multiple jurisdictions. Michael Clear hosts a conversation with Carolyn Reers and Suzanne Shier about the forces driving cross-border planning challenges, from globally mobile families and international philanthropy to cultural competency, compliance, and succession laws around the world.
United States Wealth Mgt
WD
Wiggin & Dana
Article
Why Outsourcing Is Becoming The Next Evolution For Family Offices
Family offices are grappling with mounting operational complexity, talent shortages, and succession challenges that strain traditional in-house models. As wealth structures expand across investments, entities, and philanthropic activities, many families are reconsidering whether every function should remain internal or if outsourced support could provide stronger continuity, specialized expertise, and improved coordination.
United States Wealth Mgt
MG
MGO CPA LLP
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Offshore Financial Centres

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Wealth & Asset Management

Article
The Creator Economy Meets Estate Planning: Protecting And Transferring Digital Businesses
As the creator economy continues to expand, individuals who derive income from digital platforms face a critical estate planning question. For those who already have an estate plan, that plan may not adequately address the unique challenges of managing, valuing and transferring digital businesses, leaving these increasingly valuable assets vulnerable to confusion, lost revenue and family conflict.
United States Wealth Mgt
WD
Wiggin & Dana
Podcast
Ep. 69 – International Lives And The New Reality Of Estate Planning (Podcast)
Today's families are increasingly global, with assets, homes, citizenships, and loved ones spanning multiple jurisdictions. Michael Clear hosts a conversation with Carolyn Reers and Suzanne Shier about the forces driving cross-border planning challenges, from globally mobile families and international philanthropy to cultural competency, compliance, and succession laws around the world.
United States Wealth Mgt
WD
Wiggin & Dana
Article
New York Law Journal Features Sterlington’s Matrimonial And Family Law Practice Launch
ALM's New York Law Journal examines Sterlington's strategic launch of its Matrimonial and Family Law practice, led by partner Kelly A. Frawley and counsel Joseph Hyland, both formerly of Kasowitz. The article explores how this new practice fits within the firm's broader growth strategy focused on serving founders, CEOs, high-net-worth individuals, and their interconnected business and personal legal needs.
United States Family
S
Sterlington PLLC
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Offshore Banking

Podcast
Ep. 69 – International Lives And The New Reality Of Estate Planning (Podcast)
Today's families are increasingly global, with assets, homes, citizenships, and loved ones spanning multiple jurisdictions. Michael Clear hosts a conversation with Carolyn Reers and Suzanne Shier about the forces driving cross-border planning challenges, from globally mobile families and international philanthropy to cultural competency, compliance, and succession laws around the world.
United States Wealth Mgt
WD
Wiggin & Dana
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Latest Videos

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