Wealth Management Law

April 2026 marks the 10th anniversary of the Panama Papers, one of the largest data leaks in history. The leak exposed how wealthy individuals and entities used offshore shell companies, trusts, and other structures for secrecy, tax planning, and potential IRS tax evasion.

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.

The British Virgin Islands (BVI) is a well-established offshore financial centre, with over 500,000 registered BVI Business companies. In recent years...

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.

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.

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.

ERISA attorney Charles Field provides a comprehensive breakdown of 401(k) retirement plans, covering everything from annual disclosure statements and investment options to fee structures and fund performance evaluation. Understanding how your 401(k) actually works is crucial, as it will likely become the largest asset you ever own, yet most participants remain largely uninformed about their plan's mechanics.

Delaware Statutory Trusts (DSTs) continue to grow in popularity as a passive real estate investment vehicle — especially for investors seeking a streamlined option in a 1031 exchange.

Large family offices and institutional investors are increasingly turning to NAV loans as a portfolio management tool for their alternatives holdings.