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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.

Sustainable Energy & Infrastructure Client Feature — January 2026

This month we're pleased to feature our client, Wilmington Trust, N.A. A leader in institutional client services and wealth management, Wilmington Trust is a subsidiary of M&T Bank that offers corporate trust, custody...

United States Wealth Mgt

M

Mintz

Wealth Management Update - January 2026

The January 2026 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.60%, which is the same as the December 2025 rate.

United States Wealth Mgt

PR

Proskauer Rose LLP

Trump Accounts: Insights From USA Today On New Child Savings Plan

USA Today recently featured insights from Evan Morgan, a principal in the tax advisory group at Kaufman Rossin, regarding the new "Trump Accounts" for children.

United States Wealth Mgt

KR

Kaufman Rossin

Wealth Management Update

The December 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.6%, the same as in November.

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

IRS Issues Revenue Procedure 2025-31 – Safe Harbor For Trusts Staking Digital Assets

United States Wealth Mgt

RG

Ropes & Gray LLP

Select Updates Impacting Family Business Owners

United States Wealth Mgt

KM

Katten Muchin Rosenman LLP

What Is Offshore Asset Protection And How Is It Used?

United States Wealth Mgt

BW

Bohm, Wildish & Madsen

California Market-Based Sourcing Regulations: Effect On Asset Managers

United States Wealth Mgt

D

Dechert

Long-term Care Planning: 5 Potential Benefits For High-net-worth Families

United States Wealth Mgt

KR

Kaufman Rossin

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Episode 5: The Shutdown Episode (Podcast)

United States Wealth Mgt

WG

Weil, Gotshal & Manges LLP

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Webinars

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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 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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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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Wealth & Asset Management

Retail Capital In Private Markets: Key ILPA Takeaways

Following changes announced by the US Securities and Exchange Commission (SEC) in August 2025, the Institutional Limited Partners Association (ILPA) has recently published an analysis underscoring a structural shift...

United States Commercial

KM

Katten Muchin Rosenman LLP

Central District Of California Grants In Part And Denies In Part Motion To Dismiss Proposed Securities Class Action Against Financial Services Firm

On December 12, 2025, Judge Sherilyn Peace Garnett of the United States District Court for the Central District of California granted in part and denied in part a motion to dismiss...

United States Litigation

AO

A&O Shearman

Sustainable Energy & Infrastructure Client Feature — January 2026

This month we're pleased to feature our client, Wilmington Trust, N.A. A leader in institutional client services and wealth management, Wilmington Trust is a subsidiary of M&T Bank that offers corporate trust, custody...

United States Wealth Mgt

M

Mintz

Planning The Perfect Exit: A Guide To Selling Your Investment Advisory And Wealth Management Businesses

United States Commercial

M

Mintz

Tax And Legal Planning For The Venezuelan Diaspora In Transition

United States Tax

HK

Holland & Knight

Wealth Management Update - January 2026

United States Wealth Mgt

PR

Proskauer Rose LLP

Private Credit ETFs For Retail Investors: Yield Potential, Liquidity Risks And Regulatory Scrutiny

United States Finance

KM

Katten Muchin Rosenman LLP

Why Every Real Estate Investor Should Consider An LLC For Rental Properties

United States Real Estate

PC

Pender & Coward

SEC Permits Confidential Treatment Requests For Form ADV Information

United States Strategy

PR

Proskauer Rose 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

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

Upcoming Events

ABA Real Property, Trust & Estate Law Section Virtual Symposium 2026

SR

McDermott Will & Schulte

Trust Constellations: A New Beneficiary-Centered View Of Trust Law

HK

Holland & Knight

Hot Topics For International Private Clients

HK

Holland & Knight

Celebrity Estate Showdowns: Recent Celebrity Wealth Transfer Litigation Battles Unraveled

JM

Jeffer Mangels Butler & Mitchell LLP

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