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Wealth Management Law

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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

Philip Peterson (“Peterson”), the successor advisor to the Peterson Family Stewardship Fund created by his father in 2005, alleges that WaterStone blocked his ability to manage the fund. Since 2024, WaterStone has stopped communicating with Peterson, removed his access to account information, and declined to process grant recommendations or distribute charitable funds.

United States Wealth Mgt

PR

Proskauer Rose LLP

Cayman Islands Reserved Powers Trusts: A Sophisticated Approach To Integrating Wealth Preservation And Strategic Influence

The Cayman Islands (Cayman) has long set the benchmark for sophisticated private wealth structuring and solutions.

Cayman Islands Wealth Mgt

CC

Collas Crill

Three Wealth Transfer Strategies Every Business Owner Needs To Know

It is estimated that $1.5 to $2 trillion is passed annually to younger generations. As the "Great Wealth Transfer" continues, family business owners face a distinct set of personal and sometimes conflicting wealth transfer considerations.

United States Wealth Mgt

KM

Katten Muchin Rosenman LLP

APAC Monthly Private Wealth Legal Developments - February 2026

ASIC has released its financial advice update for February 2026, covering the following developments and issues affecting financial advice...

Worldwide Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Faits récents touchant la segmentation de valeurs mobilières en unités au Canada

Canada Wealth Mgt

BC

Blake, Cassels & Graydon LLP

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

United States Wealth Mgt

SR

McDermott Will & Schulte

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

Cayman Islands Private Wealth Solutions For Latin American High Net Worth Families

Cayman Islands Wealth Mgt

CC

Collas Crill

Welcome Regulatory Clarity For Tokenised Funds: The Mutual Funds (Amendment) Bill, 2026 And Private Funds (Amendment) Bill, 2026

Cayman Islands Wealth Mgt

W

Walkers

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

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

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Webinars

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Recorded on 20 Jan 2026 | 3:00 PM

2026 Canadian In-House Counsel Report: Unparalleled Insights into Canada's In-House Profession from CBA In-House Lawyers

TC

CBA In-House Lawyers

Recorded on 9 Jul 2025 | 2:00 PM

Digital Assets – Innovation vs Compliance: Emerging Offshore Jurisdictional Trends – How Legal Advisers' Roles Will Change

W

Walkers

Recorded on 24 Jun 2025 | 3:00 PM

(2nd Session) 2025 Global In-House Counsel Survey Report: Unique Insights into the Global In-House Counsel Profession

IC

In-House Counsel Worldwide

Recorded on 24 Jun 2025 | 9:00 AM

(1st Session) 2025 Global In-House Counsel Survey Report: Unique Insights into the Global In-House Counsel Profession

IC

In-House Counsel Worldwide

Offshore Banking

Managing The Property And Affairs Of Incapacitated Persons In The British Virgin Islands

In the complex world of offshore asset management, ensuring the security of one's interests becomes even more critical when the owner is incapacitated.

British Virgin Islands Wealth Mgt

CO

Carey Olsen

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

The British Virgin Islands Is To Create A Public Register Of Company Ownership

The UK government has welcomed the Bri6sh Virgin Islands' commitment to crea6ng a publiclyaccessible register of company ownership by 2023.

British Virgin Islands Criminal

RR

Rahman Ravelli Solicitors

Yet Another Shell Bank

Antigua and Barbuda Wealth Mgt

IM

Information Management Solutions Limited

Register Of Beneficial Ownership Act "A New Day For Beneficial Owners"

Bahamas Wealth Mgt

LP

Lennox Paton

Paradise Papers, New VDP Not Government's Panacea In 2019

TL

KPK Law LLP

Economic Substance Requirements In Bermuda

Bermuda Wealth Mgt

A

Appleby

World Bank - ANOTHER Venue For Sanctions

Antigua and Barbuda Wealth Mgt

IM

Information Management Solutions Limited

ILS In The Cayman Islands (2017)

Cayman Islands Wealth Mgt

MG

Maples Group

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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 PLLC

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

Cayman Islands Insolvency

KH

Kroll

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

What Are The Cayman Islands Special Economic Zones?

Setting up an offshore business requires careful planning and consideration. One key aspect to understand is how special economic zones (SEZs) in the Cayman Islands can support your business growth and help establish an international presence

Cayman Islands Strategy

CE

Cayman Enterprise City

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?

P

ParrisWhittaker

Registration Of A Foreign Company In The Cayman Islands

Cayman Islands Commercial

SH

Stuarts Law

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

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Wealth & Asset Management

Retail Access, Market Stress And The Enforcement Lens

Markets have recently been experiencing heightened volatility and credit availability has tightened, which has placed valuation practices under unusual pressure from regulators and investors.

United States Finance

PR

Proskauer Rose LLP

SEC Watch: Monthly Takeaways for Asset Managers - April 2026

Summary: The SEC and the CFTC jointly announced that they entered into a Memorandum of Understanding “to guide coordination and collaboration between the two agencies to support lawful innovation, uphold market integrity, and ensure investor and customer protection.”

United States Commercial

ST

Simpson Thacher & Bartlett

Risk #5: Private Litigation Risk For GP-Led Secondary Transactions

GP-led secondary transactions continued to soar in popularity in 2025.

United States Commercial

PR

Proskauer Rose LLP

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Cayman Islands Reserved Powers Trusts: A Sophisticated Approach To Integrating Wealth Preservation And Strategic Influence

Cayman Islands Wealth Mgt

CC

Collas Crill

Three Wealth Transfer Strategies Every Business Owner Needs To Know

United States Wealth Mgt

KM

Katten Muchin Rosenman LLP

The GENIUS Act Arrives And The OCC Is Set To Act

United States Finance

DS

Dinsmore & Shohl

No Paper, No Problem: IRS Loosens Form 1099-DA Consent Rules For Digital Asset Brokers

United States Tax

WS

Winston & Strawn LLP

Proskauer Benefits Brief: Withdrawal Liability "Cheat Codes": Section 4204 (Part Two) (Podcast)

United States Employment

PR

Proskauer Rose LLP

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Latest Videos

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Bahamas Global Wealth Summit 2025 Recap (Video)

BF

Bahamas Financial Services Board

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 Part 2 (Video)

MP

Moodys Private Client Law LLP

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