United States: 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.

Valuation At The Top: Strategic Insights For Ultra-High-Net-Worth Individuals And Estates

Ultra-high-net-worth individuals and families face a valuation environment that is far more complex than simply determining the worth of an asset. In the context of trust, gift, and estate tax planning, valuation becomes a foundational discipline that affects wealth transfer strategy, tax efficiency, compliance, and long-term family outcomes.

United States Wealth Mgt

IG

IR Global

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

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

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

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

Looking Ahead: Asset Manager M&A In 2026

United States Wealth Mgt

SR

McDermott Will & Schulte

Sustainable Energy & Infrastructure Client Feature — January 2026

United States Wealth Mgt

M

Mintz

Wealth Management Update - January 2026

United States Wealth Mgt

PR

Proskauer Rose LLP

Federal Circuit: Priority Document That 'Broadly Outlines' Possible Structures Fails To Provide Adequate Written Description Support For Subgenus Of Linkers In Antibody-Drug Conjugate

United States IP

AG

Akin Gump Strauss Hauer & Feld LLP

What Every Multinational Should Know About…Managing The Aftermath Of The Supreme Court's IEEPA Tariff Decision (Part I)

United States International

FL

Foley & Lardner

What Do Employers Need To Know About Independent Contractors And California EDD Payroll Tax Audits? (Video)

United States Employment

LM

Littler Mendelson

Seventh Circuit Roundup: What Recent Decisions Reveal About Pleading, Intent, And Immunity (Podcast)

United States Litigation

BT

Barnes & Thornburg LLP

Colorado "Opt-Out" Litigation – Petition For Rehearing En Banc And Amicus Briefs In Support

United States Finance

BS

Ballard Spahr 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

Valuation At The Top: Strategic Insights For Ultra-High-Net-Worth Individuals And Estates

Ultra-high-net-worth individuals and families face a valuation environment that is far more complex than simply determining the worth of an asset. In the context of trust, gift, and estate tax planning, valuation becomes a foundational discipline that affects wealth transfer strategy, tax efficiency, compliance, and long-term family outcomes.

United States Wealth Mgt

IG

IR Global

Global Tax Trends To Watch: Key Developments From WLG’s Tax & Private Wealth Group

Taken together, these developments reinforce that tax changes are not occurring in isolation. As governments continue to revise their tax frameworks, businesses and individuals alike are seeking coordinated cross-border advice to assess both risk and opportunity.

United States Tax

WL

World Law Group

Expanding Buyer Universe Fuels Growth: Expert Q&A

The credit secondaries market is experiencing rapid expansion as demand for liquidity grows and the participant base diversifies. Proskauer partners examine the key forces driving this transformation...

United States Finance

PR

Proskauer Rose LLP

The Performance Playbook: Rapidly Scaling Revenue Through Digital (Podcast)

United States Commercial

AC

Ankura Consulting Group LLC

So, You’re A Trustee…Now What Do You Do? (And Who Can You Call For Help?)

United States Family

Wa

Ward and Smith, P.A.

OBBBA Tax Provisions To Boost US Manufacturing And Business

United States Tax

GGI Global Alliance

Risk #8: Opening The Gates: Retail Access To Private Funds And The Coming Regulatory Pressure Points

United States Finance

PR

Proskauer Rose LLP

Post-Death Administration In Wisconsin: Navigating Options In An Aging Population

United States Family

RB

Reinhart Boerner Van Deuren s.c.

Reimagining Real‑World Assets Through Tokenization

United States Finance

MG

MGO CPA LLP

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Offshore Financial Centres

Panama Papers 10th Anniversary: U.S. Tax Implications, IRS Results & Compliance Lessons For American Taxpayers

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.

United States Tax

RS

Rotfleisch & Samulovitch P.C.

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

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

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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

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