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Wealth & Asset Management
European Union
Akin Gump Strauss Hauer & Feld LLP
Welcome to the 2020 edition of In Principle.
United States
Shearman & Sterling LLP
Our primary concern during this highly unusual time is that you and your family are safe and sound. We urge you to remain as cautious and well-informed as possible.
Smith Gambrell & Russell LLP
We're excited to release the latest edition of the Smith, Gambrell & Russell publication, Trust the Leaders.
Ropes & Gray LLP
A third area of focus is assessing whether any force majeure provisions are implicated by market events.
Proskauer Rose LLP
March 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
Ostrow Reisin Berk & Abrams
When it comes to investing for retirement, millennials — usually defined as people born between 1981 and 1996 — face some unique challenges.
Ostrow Reisin Berk & Abrams
For most people with a mortgage, paying it off — ideally before retirement — is a major financial goal. But the percentage of Americans still making monthly mortgage payments
Ropes & Gray LLP
The following summarizes recent legal developments of note affecting the mutual fund/investment management industry:
Smith Gambrell & Russell LLP
In an earlier article we posted entitled "What's in a Name? (Part 1)," we set forth the various possible ways that assets can be titled. Titling controls how an asset that you...
Ropes & Gray LLP
We asked the attorneys in our Asset Management Group to share their views on the SEC's much-anticipated re-proposal of Rule 18f-4
Proskauer Rose LLP
February 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
Ropes & Gray LLP
Eve Ellis provides an overview of the ESMA report and analyzes key issues addressed in the report, such as the need for greater institutional investor engagement.
Cadwalader, Wickersham & Taft LLP
He urged the AMAC to identify specific ways that the SEC can enhance efficiency, capital formation and investor protections.
Ropes & Gray LLP
On January 10, 2020, the SEC's Division of Trading and Markets posted on its public website "Frequently Asked Questions on Regulation Best Interest" (the "FAQs").
Ropes & Gray LLP
With the New Year comes new responsibilities for certain asset managers who are exempt from registration with the U.S. Commodity Futures Trading Commission ("CFTC") as commodity pool...
Reinhart Boerner Van Deuren s.c.
Conflicts involving trusts and estates are some of the most difficult contested matters, both because of the legal issues involved and because they are emotionally wrenching
Mayer Brown
On December 18, 2019, the SEC approved a proposing release for public comment that would amend the definition of "accredited investor," as well as amend the definition of qualified institutional buyer
Mayer Brown
The appetite for socially responsible investing has intensified over the past decade, with particular emphasis on environmental, social and governance ("ESG") factors.
Squire Patton Boggs LLP
On December 21, 2019, Cincinnati Bell Inc., a publicly traded (NYSE: CBB) US provider of "communications solutions to residential and...
Shearman & Sterling LLP
Private equity funds are pools of institutional money (from sources such as endowments, pension plans, foundations, and high net worth individuals) that ...
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