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.

Wealth Management Update

The June 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.00%, which is the same as the April 2025 Section 7520 rate.

United States Wealth Mgt

PR

Proskauer Rose LLP

Why Cities Can't Afford To Wait: Decision-making Is Only Getting More Complex

What happens when the infrastructure that powers cities begins to falter? In the first installment of The Infrastructure Imperative blog series...

United States Wealth Mgt

A

Arcadis

John Collins, Zachary Arons Author Lexis+ Practical Guidance Article On Pre-2026 Estate Planning Considerations

Private Wealth Partner John Collins and Associate Zachary Arons authored an article for Lexis+ Practical Guidance about the major impacts...

United States Wealth Mgt

KM

Katten Muchin Rosenman LLP

Estate And Wealth Planning Legal Considerations In Mexico: Executor & Succession File

Success planning has become essential today. Together with proper estate management, it will protect your assets and, consequently, ensure the future of your family members.

Mexico Wealth Mgt

MG

Muggenburg, Gorches and Penalosa

Hope For The Best, But Prepare For The Worst: Wealth Planning For Mental Incapacity

Cayman Islands Wealth Mgt

W

Walkers

Family Wealth Protection Strategies

United States Wealth Mgt

Seder & Chandler

Staff Cedes Jurisdiction Over Certain Stablecoins

United States Wealth Mgt

KG

K&L Gates LLP

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Wealth Management And Estate Planning In Mexico (Part I)

Mexico Wealth Mgt

MG

Muggenburg, Gorches and Penalosa

Think Your Assets Are Untouchable? Here's How Creditors Can Still Get To Them

United States Wealth Mgt

AL

Ayala Law

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Global Dreams: Tax, Legal And Financial Considerations For Life Abroad (Video)

Canada Wealth Mgt

GW

Gowling WLG

EDGAR Next: The Next Era In Filing

United States Wealth Mgt

KG

K&L Gates LLP

High-Net-Worth Investors To Boost Growth In Private Equity: Opportunities, Risks And Other Important Considerations

Canada Wealth Mgt

BJ

Bennett Jones LLP

2025 Trade Policy Agenda Provides Rationale For Trump Tariff Actions

United States International

BG

Braumiller Law Group, PLLC

Discovery Special Masters And Referees: A View From Both Sides

United States Litigation

J

JAMS

Why Early Mediations Fail And How To Maximize Their Chances For Success

United States Litigation

J

JAMS

AMTL's AICP Files Second Case Against TSMC, Its Advanced Memory Amends Against SK Hynix

United States IP

RC

RPX Corporation

America's Misunderstood Trade Deficit

United States International

BG

Braumiller Law Group, PLLC

Mutual Funds

Cayman Islands – Mutual Funds: New Obligations For Master Funds

Master-feeder fund structures have long been favoured by fund managers as a means of implementing a tax effective structure for both taxable and tax-exempt investors.

Cayman Islands Wealth Mgt

HJ

Higgs & Johnson

Distressed Funds Litigation in the BVI

The recently established Commercial Court in the British Virgin Islands has been busy on a number of important cases and Phillip Kite, global head of litigation at Harneys, discusses two of the distressed fund cases that have recently been decided in the BVI.

British Virgin Islands Wealth Mgt

H

Harneys

The Securities and Investment Business Act, 2010 of the British Virgin Islands (A Checklist for Private and Professional Funds)

The Securities and Investment Business Act, 2010 ("SIBA") and the accompanying Mutual Funds Regulations, 2010 came into effect on May 17, 2010 and have replaced the Mutual Funds Act, 1996.

British Virgin Islands Wealth Mgt

OW

O'Neal Webster

British Virgin Islands Wealth Mgt

BV

British Virgin Islands International Finance Centre

The Role of the Authorised Representative

British Virgin Islands Wealth Mgt

BV

British Virgin Islands International Finance Centre

Segregated Portfolio Companies as Mutual Funds

Cayman Islands Wealth Mgt

O

Ogier

BVI Financial Services Commission Announces Extended Transition Dates for Investment Business Legislation

British Virgin Islands Wealth Mgt

OW

O'Neal Webster

Cayman Islands Corporations

Cayman Islands Wealth Mgt

TT

Travers Thorp Alberga

When Is A Redemption Not A Redemption?

Cayman Islands Wealth Mgt

BC

Bedell Cristin

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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

British Virgin Islands: Special Purpose Vehicles For Luxury Assets

For family offices, high-net-worth individuals (HNWI) and ultra-high-net-worth individuals (UHNWI) considering the purchase of luxury assets (in particular yachts...

European Union Wealth Mgt

C

Conyers

Shifting Sands: The Future Of Offshore Regulatory Disputes (Part 1)

As an evolving area of commercial disputes in the Cayman Islands, global enforcement trends provide us with valuable insight into the types of regulatory proceedings on the horizon for offshore jurisdictions.

Cayman Islands Wealth Mgt

C

Conyers

Legal Update: New British Virgin Islands Laws For Virtual Asset Service Providers

United States Finance

S

Sterlington Professional Services Corporation

Kroll Expands Global Restructuring Team With Addition Of Angela Barkhouse As Head Of Offshore Restructuring Business

Cayman Islands Insolvency

KH

Kroll India Private Limited

The Role Of Offshore Financial Centres In Global Private Credit – What Makes The Offshore World So Appealing For Private Lenders And Borrowers?

British Virgin Islands Wealth Mgt

H

Harneys

Cayman's Special Economic Zones: An Engine For Creating A Sustainable Economy

Cayman Islands Strategy

CE

Cayman Enterprise City

Cayman Islands vs Dubai: Optimal Offshore Business Locations Compared

Cayman Islands Strategy

CE

Cayman Enterprise City

Do UK Individuals Who Transfer Assets To Jamaica Take A Tax Risk?

P

ParrisWhittaker

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Offshore Company Formation

Cayman's Special Economic Zones: An Engine For Creating A Sustainable Economy

From driving international trade and global value chains to promoting sustainability, entrepreneurship, and innovation, special economic zones (SEZs) have emerged as pivotal players...

Cayman Islands Strategy

CE

Cayman Enterprise City

Cayman Islands vs Dubai: Optimal Offshore Business Locations Compared

Both the Cayman Islands and Dubai have great appeal for businesses exploring offshore locations. Companies operating in IT, shipping, commodities, and technology can find distinct advantages in both locations.

Cayman Islands Strategy

CE

Cayman Enterprise City

Do UK Individuals Who Transfer Assets To Jamaica Take A Tax Risk?

Are individual shareholders ‘transferors' for the purposes of the UK's transfer of assets abroad regime?

P

ParrisWhittaker

Registration Of A Foreign Company In The Cayman Islands

Cayman Islands Commercial

SH

Stuarts Humphries

Find A Reliable Company Formation Agent In Mexico

Mexico Commercial

BL

Biz Latin Hub Group

Essential Guide To Incorporate A Company In El Salvador

El Salvador Commercial

BL

Biz Latin Hub Group

What Are The Cayman Islands Special Economic Zones?

Cayman Islands Government

CE

Cayman Enterprise City

Recent Regulatory Changes Affecting Companies And Limited Liability Companies

Cayman Islands Commercial

C

Conyers

The BVI's Critical Role In Global Finance

British Virgin Islands Wealth Mgt

V

Vistra

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Securities & On-Line Trading

Registering Security Over Trust Property

One of the great attractions of the British Virgin Islands ("BVI") as a jurisdiction for structuring finance transactions is the simple yet thorough security registration regime applicable to BVI companies.

British Virgin Islands Wealth Mgt

H

Harneys

The New Securities Industry Act: Innovative Changes

The new Securities Industry Act, 2011 (the "New Act") was passed in the House of Assembly on 18 April 2011 and was approved by the Senate.

Bahamas Wealth Mgt

HJ

Higgs & Johnson

A New Regulatory Regime in BVI: SIBA 2010

The Securities and Investment Business Act, 2010 (SIBA) was brought into force in the British Virgin Islands (BVI) on May 17, 2010 (other than Part II dealing with the public issue of securities).

British Virgin Islands Wealth Mgt

BV

British Virgin Islands International Finance Centre

Minority Shareholders, Emerging Markets and Initial Public Offerings

British Virgin Islands Wealth Mgt

H

Harneys

BVI Financial Services Commission Announces Extended Transition Dates for Investment Business Legislation

British Virgin Islands Wealth Mgt

OW

O'Neal Webster

BVI Securities and Investment Business Act, 2010

British Virgin Islands Wealth Mgt

OW

O'Neal Webster

Securities and Investment Business Act, 2010

British Virgin Islands Wealth Mgt

O

Ogier

Securities and Investment Business Act, 2010

British Virgin Islands Wealth Mgt

BV

British Virgin Islands International Finance Centre

BVI Securities and Investment Business Bill 2010 receives its first reading

British Virgin Islands Wealth Mgt

H

Harneys

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Latest Videos

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Global Dreams: Tax, Legal And Financial Considerations For Life Abroad (Video)

GW

Gowling WLG

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

Collaborative Wealth Transition Planning: Achieving Exceptional Outcomes For Your Family: Family Wealth Transitions - Shifting The Paradigm Part 1 (Video)

MP

Moodys Private Client Law LLP

Duff & Phelps Launches The Cost Of Capital Navigator

Da

Duff and Phelps

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