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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.

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

Over 2025, US financial regulators undertook a broad recalibration of their approach to market regulation...

United States Wealth Mgt

KG

K&L Gates LLP

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

Impairment is often viewed as a point-in-time accounting conclusion rather than a reflection of how capital decisions play out over time.

United States Wealth Mgt

R

Riveron

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

On January 20, 2026, the U.S. Securities and Exchange Commission (SEC) released a settled Order Instituting Proceedings involving registered investment...

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

Decoding SFDR 2.0: Navigating The European Commission's Proposed ESG Reforms (Podcast)

United States Wealth Mgt

RG

Ropes & Gray LLP

FCA Multi-Firm Review: Consolidation In Financial Advice And Wealth Management

United States Wealth Mgt

RG

Ropes & Gray LLP

Reminder: Compliance With Amendments To Regulation S-P Is Required As Of December 3, 2025

United States Wealth Mgt

PR

Proskauer Rose LLP

Back To School 2025: Title IX Updates And How ADR Can Help Universities Resolve Disputes (Podcast)

United States Litigation

J

JAMS

Congress Proposes Major Overhaul Of WARN: What Employers Need To Know About The Fair Warning Act

United States Employment

PR

Proskauer Rose LLP

Federal Circuit: Priority Document That 'Broadly Outlines' Possible Structures Fails To Provide Adequate Written Description Support For Subgenus Of Linkers In Antibody-Drug Conjugate

United States IP

AG

Akin Gump Strauss Hauer & Feld LLP

New Year's Resolutions For Mediators (That Actually Change Outcomes)

United States Litigation

J

JAMS

Simpson Thacher Sustainability And ESG: Regulatory Update – January 2026

Worldwide Environment

ST

Simpson Thacher & Bartlett

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Wealth & Asset Management

Global Survey Of ESG Regulations For Asset Managers

Investment advisers offering funds in more than one country are accustomed to adapting to different regulatory requirements. However, the challenges presented by the global regulation of environmental, social...

United States Finance

KG

K&L Gates LLP

Time To Sell Your Buy-to-Let Property? A Case Study-based Article

Let us introduce you to Jack and Dorothy*. They are married, both 70 years old, retired, and have two children, James and Emma, who have their own families.

United States Real Estate

WB

Womble Bond Dickinson

Top 10 Legal Issues Family Offices Should Prioritize In 2026

Family offices enter 2026 amid structural changes across tax policy, fiduciary law, and regulatory administration. The One Big Beautiful Bill Act (OBBBA or OB3)...

United States Tax

AF

ArentFox Schiff

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

United States Wealth Mgt

SR

McDermott Will & Schulte

Resilient Infrastructure

United States Government

KL

Herbert Smith Freehills Kramer LLP

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

Fourth Quarter 2025 Asset Management Regulatory Update

United States Commercial

DG

Davis Graham

Preparing For A Third-Party Sale Of A Family Business: Key Business Considerations For Owners

United States Family

KM

Katten Muchin Rosenman LLP

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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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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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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

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

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