United States: Wealth & Asset 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.

California's Proposed 2026 Billionaire Tax Act: What You Need To Know

California voters could see a new billionaire wealth tax initiative on the November 2026 ballot. If enacted, the statewide ballot initiative – Initiative No.25-0024...

United States Tax

FL

Foley & Lardner

Choosing A Life Partner Is A Financial Decision: 6 Questions To Ask Early

A recent CNBC Make It article highlighted six smart money questions a divorce attorney suggests asking early in a relationship, not to interrogate on the first date...

United States Family

SD

Schiller DuCanto & Fleck LLP

Ep. 64 – PPLI In Practice: A Conversation With Carl Peterson (Podcast)

Gain insights into how high‑net‑worth families are leveraging Private Placement Life Insurance (PPLI) in their long‑term planning strategies in the latest episode of Future Focused: Sophisticated Estate Planning.

United States Family

WD

Wiggin & Dana

Family Office Investing In Private Funds: The Principal’s Short-list

As the family office principal, you likely do not live in the weeds of fund documents. However, you do need clarity on the handful of issues that most directly affect your wealth, influence, and legacy.

United States Finance

SR

McDermott Will & Schulte

The Retailization Of Private Markets In The US Presents Opportunities For European Managers

Worldwide Finance

GP

Goodwin Procter LLP

New York Proposes New Regulations For Buy-Now-Pay-Later Loans

United States Finance

GP

Goodwin Procter LLP

SEC Watch: Monthly Takeaways For Asset Managers - March 2026

United States Commercial

ST

Simpson Thacher & Bartlett

SEC Calls Attention To Private Market Valuation

United States Finance

D

Dechert

Preparing A Family Business For A Sale: Implementing The Private Equity Playbook

United States Commercial

KM

Katten Muchin Rosenman LLP

FINRA Meets the Marketing Rule—Mostly: Performance Projections and Targeted Returns Under Proposed Amendments to Rule 2210

United States Finance

KG

K&L Gates LLP

Global Survey Of ESG Regulations For Asset Managers

United States Finance

KG

K&L Gates LLP

Time To Sell Your Buy-to-Let Property? A Case Study-based Article

United States Real Estate

WB

Womble Bond Dickinson

Top 10 Legal Issues Family Offices Should Prioritize In 2026

United States Tax

AF

ArentFox Schiff

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

United States Wealth Mgt

SR

McDermott Will & Schulte

"The Rest Of The Story": A Master Class In Mediation - Using The Power Of Story To Break Impasse

United States Litigation

J

JAMS

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

Littler Lounge: Just Cause For A Chat About Corrective Actions (Podcast)

United States Employment

LM

Littler Mendelson

What Europe's Renewable Energy Struggles Can Teach U.S. Regulators About Dispute System Design

United States Litigation

J

JAMS

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

Resilient Infrastructure

Unstable geopolitics, increased cyber threats, a worsening climate and surging demand are putting immense pressure on physical assets and testing the traditional regulatory, financial and legal frameworks that underpin them.

United States Government

KL

Herbert Smith Freehills Kramer LLP

US Asset Management Regulatory Year In Review 2025

Over 2025, US financial regulators undertook a broad recalibration of their approach to market regulation...

United States Wealth Mgt

KG

K&L Gates LLP

Asset Impairment As A Capital Discipline Tool For CFOs And Accounting Leaders

Impairment is often viewed as a point-in-time accounting conclusion rather than a reflection of how capital decisions play out over time.

United States Wealth Mgt

R

Riveron

Fourth Quarter 2025 Asset Management Regulatory Update

On November 17, 2025, the Securities and Exchange Commission's ("SEC" or the "Commission") Division of Examinations ("EXAMS" or the "Division") published its examination priorities for 2026.

United States Commercial

DG

Davis Graham

Preparing For A Third-Party Sale Of A Family Business: Key Business Considerations For Owners

United States Family

KM

Katten Muchin Rosenman LLP

ICLG – Environmental, Social & Governance Law 2026

United States Environment

D

Dechert

SEC Watch: Monthly Takeaways For Asset Managers - February 2026

United States Finance

ST

Simpson Thacher & Bartlett

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

Treasury Dusts Off The Rulebook For Sovereign Wealth Funds

United States Finance

CW

Cadwalader, Wickersham & Taft LLP

California's New Diversity Reporting Law Imposes Obligations On A Wide Array Of Asset Management Firms

United States Commercial

PR

Proskauer Rose LLP

Continuation Vehicles In Private Equity: U.S. Dispute Shines A Spotlight On Process

United States Commercial

F

Fasken

Looking Ahead: Asset Manager M&A In 2026

At the start of 2026, mergers and acquisitions (M&A) and strategic investments remain core tools for alternative asset and wealth managers seeking growth, succession planning, and platform expansion.

United States Wealth Mgt

SR

McDermott Will & Schulte

Treasury Dusts Off The Rulebook For Sovereign Wealth Funds

Late in 2025, Treasury and the IRS released a guidance package under Section 892 of the Internal Revenue Code, which exempts foreign governments—including sovereign wealth funds—from tax on certain income derived from passive U.S. investments.

United States Finance

CW

Cadwalader, Wickersham & Taft LLP

California's New Diversity Reporting Law Imposes Obligations On A Wide Array Of Asset Management Firms

Beginning in 2026, a new law — the Fair Investment Practices by Venture Capital Companies Act ("FIPVCC") — imposes new obligations on a wide array of asset management firms that operate in California, make investments in California, and/or solicit investment and/or receive revenue from California.

United States Commercial

PR

Proskauer Rose LLP

Continuation Vehicles In Private Equity: U.S. Dispute Shines A Spotlight On Process

Continuation vehicles (CVs) have become a common investment management device in the private equity (PE) toolkit in recent years.

United States Commercial

F

Fasken

Retail Capital In Private Markets: Key ILPA Takeaways

United States Commercial

KM

Katten Muchin Rosenman LLP

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

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

Exchange-traded funds (ETFs) are a popular investment tool for investors, providing market access to a diverse set of industries and asset classes through a liquid investment strategy.

United States Finance

KM

Katten Muchin Rosenman LLP

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

If you own a rental home or two, your personal assets might be more exposed than you think. Around one in three homes in Virginia is rented...

United States Real Estate

PC

Pender & Coward

SEC Permits Confidential Treatment Requests For Form ADV Information

On December 29, 2025, the Securities and Exchange Commission (the "SEC") issued a final rule delegating authority to the Director (the "IM Director") of the Division of Investment Management...

United States Strategy

PR

Proskauer Rose LLP

Wall Street Never Sleeps (And Now, Neither Does Nasdaq)

United States Commercial

WS

Winston & Strawn LLP

Sovereign Wealth Fund Sues PE Firm Over Continuation Vehicle Process

United States Commercial

WS

Winston & Strawn LLP

Private Market Talks: Building Lasting Value With KPS Capital Partners' Michael Psaros (Podcast)

United States Commercial

PR

Proskauer Rose LLP

SEC Watch: Monthly Takeaways For Asset Managers - December 2025

United States Commercial

ST

Simpson Thacher & Bartlett

SEC Extends Compliance Date For Short Sale Reporting Rule To 2028

United States Commercial

AG

Akin Gump Strauss Hauer & Feld LLP

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

United States Wealth Mgt

KR

Kaufman Rossin

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Unlocking Liquidity: The Growing Appeal Of Private Credit Secondaries

United States Finance

D

Dechert

Resilient Infrastructure - Part 2 Beyond Breaking Point

United States Government

KL

Herbert Smith Freehills Kramer 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

SEC Exam Priorities: Key Topics For Asset Managers

United States Finance

D

Dechert

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

The One Big Beautiful Bill Act: Key Year-End Tax Changes For Private Wealth Clients

United States Tax

KM

Katten Muchin Rosenman LLP

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Latest Videos

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Non-Financial Misconduct Miniseries: Episode 1 - Navigating the FCA's Regulatory Framework (Podcast)

RG

Ropes & Gray LLP

Piloting Compassion In Caregiving With Jonathan Knaul (Video)

OK

Offit Kurman

Shielding Your Wealth: Can An LLC Protect Your Personal Assets? (Video)

G.A.M. Law Office

Baker Botts Hosts Interview Of John Arnold On Bloomberg Wealth With David Rubenstein (Video)

BB

Baker Botts LLP

Important Considerations Between Estate Planning & Asset Protection (Video)

BF

Buckley Fine Law

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