United States: Wealth Management

High-net-worth individuals and private equity investors increasingly explore offshore trusts as sophisticated wealth planning tools that may provide enhanced asset protection, investment management flexibility, and multigenerational wealth preservation. Understanding the strategic benefits, tax implications, and compliance requirements of these complex structures is essential for entrepreneurs, executives, and families seeking to protect significant holdings while maintaining appropriate control and meeting

Today's families are increasingly global, with assets, homes, citizenships, and loved ones spanning multiple jurisdictions. Michael Clear hosts a conversation with Carolyn Reers and Suzanne Shier about the forces driving cross-border planning challenges, from globally mobile families and international philanthropy to cultural competency, compliance, and succession laws around the world.

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.

Florida has enacted significant statutory changes affecting trust administration, probate procedures, and business entity formation. These reforms introduce streamlined nonjudicial processes for trustee discharge, expand access to simplified probate administration, and establish a new framework for protected series LLCs that offers enhanced asset protection and operational flexibility for estate planners and business owners.

Private placement life insurance (PPLI) has been characterized as a tax loophole for the ultra-wealthy, but is that characterization accurate? This analysis examines the mechanics, regulatory framework, and evolving accessibility of PPLI, challenging common misconceptions about how these insurance products actually work and who can benefit from them.

Explore critical insights on post-acute care integration, bank valuation challenges in rising rate environments, AI security vulnerabilities, trade secret protection gaps, and retail pricing algorithms. Discover how operational readiness, regulatory compliance, and emerging technologies are reshaping healthcare, finance, cybersecurity, and commerce.

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...