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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
Private Equity Gains Ground In A Fragmented Market: Q2 2026 Wealth And Asset Management M&A Activity
Ankura monitors wealth and asset management M&A activity, tracks emerging themes in joint ventures and shareholder alignment, and examines how AI implementation challenges are reshaping enterprise operations and supply chain strategies. The analysis spans private equity market dynamics, regulatory compliance complexities, and the hidden costs of AI validation in investigative work.
United States Wealth Mgt
AC
Ankura Consulting Group LLC
Article
Beyond Grantmaking: Why Estate Planners Should Prepare Clients For The Next Generation Of Philanthropy
Estate planners can better serve clients by looking beyond traditional charitable giving to flexible philanthropic strategies that reflect clients' goals, values and desire for lasting impact across generations. The article explores how modern philanthropy extends beyond tax-deductible donations to include impact investments, giving circles, and mission-aligned business structures. Discover five practical ways estate planners can initiate more meaningful philanthropic conversations and draft documents that
United States Wealth Mgt
WL
Withers LLP
Article
NIL Changed the Money Timeline. Athlete Planning Needs to Catch Up.
Young athletes are earning significant income through NIL deals before turning professional, yet traditional financial advisory models introduce legal and estate planning too late in their careers. How can the sports industry better protect athletes' wealth by establishing coordinated advisory teams, trust structures, and comprehensive planning during the NIL era rather than waiting until after major contracts are signed?
United States Wealth Mgt
FL
Fennemore
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Article
Using Offshore Trusts For Private Equity Investments And Wealth Preservation
High-net-worth individuals and private equity investors increasingly explore offshore trusts as sophisticated wealth planning tools that may provide enhanced asset protection, investment management flexibility, and multigenerational wealth preservation. Understanding the strategic benefits, tax implications, and compliance requirements of these complex structures is essential for entrepreneurs, executives, and families seeking to protect significant holdings while maintaining appropriate control and meeting
United States Wealth Mgt
MG
MGO CPA LLP
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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Article
Private Equity Gains Ground In A Fragmented Market: Q2 2026 Wealth And Asset Management M&A Activity
Ankura monitors wealth and asset management M&A activity, tracks emerging themes in joint ventures and shareholder alignment, and examines how AI implementation challenges are reshaping enterprise operations and supply chain strategies. The analysis spans private equity market dynamics, regulatory compliance complexities, and the hidden costs of AI validation in investigative work.
United States Wealth Mgt
AC
Ankura Consulting Group LLC
Article
Beyond Grantmaking: Why Estate Planners Should Prepare Clients For The Next Generation Of Philanthropy
Estate planners can better serve clients by looking beyond traditional charitable giving to flexible philanthropic strategies that reflect clients' goals, values and desire for lasting impact across generations. The article explores how modern philanthropy extends beyond tax-deductible donations to include impact investments, giving circles, and mission-aligned business structures. Discover five practical ways estate planners can initiate more meaningful philanthropic conversations and draft documents that
United States Wealth Mgt
WL
Withers LLP
See more
See more