North America: 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
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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Article
Strong First Quarter Results For The BVI Financial Services Sector
The British Virgin Islands financial services sector has demonstrated remarkable strength in early 2026, with new company incorporations surging 10% year-over-year to reach the highest first-quarter performance in four years. The jurisdiction's expanding ecosystem now encompasses over 362,000 active companies, growing fintech and virtual asset services, and more than 2,000 registered investment funds, signaling sustained global confidence in BVI structures for cross-border transactions.
British Virgin Islands Wealth Mgt
OW
O'Neal Webster
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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
See more
Article
Strong First Quarter Results For The BVI Financial Services Sector
The British Virgin Islands financial services sector has demonstrated remarkable strength in early 2026, with new company incorporations surging 10% year-over-year to reach the highest first-quarter performance in four years. The jurisdiction's expanding ecosystem now encompasses over 362,000 active companies, growing fintech and virtual asset services, and more than 2,000 registered investment funds, signaling sustained global confidence in BVI structures for cross-border transactions.
British Virgin Islands Wealth Mgt
OW
O'Neal Webster
See more
See more