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.

Wealth Management Update

The October 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.60%, down from 4.80% in September.

United States Wealth Mgt

PR

Proskauer Rose LLP

Endowment Tax Changes: Secondaries Market Implications In 2025 And Beyond

As we head into the fourth quarter of what has already been a busy year in the secondaries market, we wanted to revisit a topic from the summer that may impact sales activity: the endowment tax regime.

United States Wealth Mgt

RG

Ropes & Gray LLP

REMINDER: Regulation S-P Amendments – Upcoming Dec. 3, 2025 Compliance Date

As a reminder, "Larger Entities," including registered investment advisers with $1.5 billion or more in assets under management and any broker-dealer that is not a small entity under the Exchange Act...

United States Commercial

SR

Schulte Roth & Zabel LLP

SEC Issues Notice Of Intent To Grant ETF Share Class Relief

On September 29, 2025, the SEC issued a notice relating to an amended application filed by DFA Investment Dimensions Group Inc., et al., ("DFA") for an exemptive order that would permit registered open-end funds...

United States Commercial

RG

Ropes & Gray LLP

Meeting The AI Moment In Asset Management: An Agenda For Industry Lawyers

United States Wealth Mgt

RG

Ropes & Gray LLP

California's Franchise Tax Board Adopts Final Regulations For Market-Based Sourcing

United States Tax

PR

Proskauer Rose LLP

Building The Future In Howard County With Jennifer Jones (Podcast)

United States Family

OK

Offit Kurman

Pryor Cashman Representing Spring Mountain Capital In Asset Acquisition By Stifel

United States Wealth Mgt

PC

Pryor Cashman LLP

College Financial Planning With Jack Wang (Video)

United States Family

OK

Offit Kurman

High Net Worth Individuals And Families In Arizona

United States Family

IG

IR Global

Piloting Compassion In Caregiving With Jonathan Knaul (Video)

United States Family

OK

Offit Kurman

FCA Publishes Its Findings On TCFD Climate Reporting Following A Multi-Firm Review

United States Finance

JD

Jones Day

Democratizing Access To Alternative Assets For 401(K) Investors

United States Employment

AG

Akin Gump Strauss Hauer & Feld LLP

US$12.2 Trillion Opportunity–Executive Order Paves The Way For Easier 401(k) Plan Access To Alternative Investments

United States Finance

KG

K&L Gates LLP

Still On The Fence About Hiring A Lawyer? Here's Why Timing Matters (Video)

United States Law Practice

C

Crowley Law LLC

California Air Resources Board Publishes Draft SB 261 Guidance

United States Commercial

RG

Ropes & Gray LLP

Tariffs, Contracts And The Negotiation Imperative: Why The Old Playbook Won't Work

United States International

J

JAMS

What Honeybees Have Taught Me About Dispute Resolution

United States Litigation

J

JAMS

Greenwashing Legislation Trends: Key Takeaways For Businesses

Worldwide Commercial

RG

Ropes & Gray LLP

Leveraging Success With Sophisticated Financing Strategies

At the 2025 Private Credit Summit, hosted in New York by Dechert, ING and KBW/Stifel, Dechert's Jay Alicandri moderated a panel discussion focused on current trends...

United States Wealth Mgt

D

Dechert

Sustainability Under The Microscope: ESMA's Reality Check

On the 30 June 2025, the European Securities and Markets Authority ("ESMA") published its final report on the 2023–2024 Common Supervisory Action ("CSA") on the integration of sustainability risks and disclosures.

United States Finance

PR

Proskauer Rose LLP

Wealth Management Update

August 2025 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts.

United States Wealth Mgt

PR

Proskauer Rose LLP

Selling Your Business? Wealth Planning Tips To Prepare

Selling your business can be one of the most significant financial events in your life. While the sale price and deal terms often take center stage, it's the pre-sale planning...

United States Wealth Mgt

KR

Kaufman Rossin

Visionary Perspectives: The Future Of Private Credit

United States Wealth Mgt

D

Dechert

3 Quick Questions On Preparing The Next Generation For Family Wealth

United States Family

KR

Kaufman Rossin

FinCEN Postponement And Reopening Of Investment Adviser AML/CFT Rule

United States Finance

SJ

Steptoe LLP

Establishing A Family Office: 5 Essential Tips For Getting Started

United States Wealth Mgt

FL

Fennemore

One Big Beautiful Bill Enhances QSBS Tax Benefits

United States Tax

TS

Taft Stettinius & Hollister

How Wealth Advisors Support Your Financial Picture After The Sale Of Your Business

United States Wealth Mgt

KR

Kaufman Rossin

Strategic Estate Planning For High-Net-Worth Families: How And When To Involve Your Children

United States Family

JP

Johnson, Pope, Bokor, Ruppel & Burns

Restrictive Covenants: The Delaware Court's Message To M&A Drafters

United States Commercial

C

Caldwell

Legacy Management – Creating Tailwinds For The Successful Family (Podcast)

United States Family

B

BakerHostetler

Europe Proposes Relaxations For Liquidity Buffers Including Securitisation Positions

European Union Finance

CW

Cadwalader, Wickersham & Taft LLP

Strategic Estate Planning For High-Net-Worth Families: How And When To Involve Your Children

Estate planning for high-net-worth families is more than transferring assets. It's about preserving family legacy, ensuring business continuity, and creating an enduring impact across generations.

United States Family

JP

Johnson, Pope, Bokor, Ruppel & Burns

Restrictive Covenants: The Delaware Court's Message To M&A Drafters

In a series of recent rulings, most notably in Kodiak Building Partners, LLC v. Adams, the Delaware Court of Chancery has signalled a robust shift in its enforcement of restrictive covenants tied to business transactions.

United States Commercial

C

Caldwell

Legacy Management – Creating Tailwinds For The Successful Family (Podcast)

Partner Jon Forster and Of Counsel John DeStefano will discuss legacy management and how to optimize client outcomes for successful families by using artificial intelligence...

United States Family

B

BakerHostetler

Europe Proposes Relaxations For Liquidity Buffers Including Securitisation Positions

The European Commission has published a draft Regulation amending Delegated Regulation (EU) 2015/61 on the eligibility conditions for securitisations in the liquidity buffer of credit institutions (the "Draft").

European Union Finance

CW

Cadwalader, Wickersham & Taft LLP

Regulatory Task Force Adopts Asset Adequacy Testing For Asset-intensive Life Reinsurance

United States Insurance

KL

Herbert Smith Freehills Kramer LLP

Collaborative Divorce Preserves Wealth In Family Owned Business

A high-net-worth family with business ties faced a complex divorce.

United States Family

SD

Schiller DuCanto & Fleck LLP

Estate Planning Amid Market Volatility: Leveraging GRATs

Among other potential strategies, while the markets remain volatile, if timed right, a short-term grantor retained annuity trust (GRAT) could be an option to pass significant wealth to the next generation.

United States Family

HB

Haynes and Boone

Why Cities Can't Afford To Wait: How Cities Can Secure Infrastructure Funding

In part two of ‘The Infrastructure Imperative' blog series, we will explore the role of data and technology in infrastructure planning, climate change and how to break down silos.

United States Technology

A

Arcadis

Wealth Management Update

The June 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.00%, which is the same as the April 2025 Section 7520 rate.

United States Wealth Mgt

PR

Proskauer Rose LLP

Why Cities Can't Afford To Wait: Decision-making Is Only Getting More Complex

United States Wealth Mgt

A

Arcadis

John Collins, Zachary Arons Author Lexis+ Practical Guidance Article On Pre-2026 Estate Planning Considerations

United States Wealth Mgt

KM

Katten Muchin Rosenman LLP

Passing Your Assets To The Next Generation

United States Family

MM

McLane Middleton, Professional Association

Liquidity Management Under AIFMD2: Near-Final RTS For Open-Ended Funds

United States Finance

GP

Goodwin Procter LLP

Space Business Review April 2025

United States Transport

ML

Milbank LLP

Wealth Management Update

United States Tax

PR

Proskauer Rose LLP

Portland Wealth Advisers On Estate Planning Through All Your Decades

United States Family

SS

Sussman Shank

Unlocking Wealth: Tokenizing Intellectual Property Now

United States IP

NP

NovoTech Patent Firm

Alternative Data Poised For More Growth In The Age Of AI: Alternative Data Enters The Age Of AI

United States Technology

LS

Lowenstein Sandler

Family Wealth Protection Strategies

United States Wealth Mgt

Seder & Chandler

Staff Cedes Jurisdiction Over Certain Stablecoins

United States Wealth Mgt

KG

K&L Gates LLP

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Think Your Assets Are Untouchable? Here's How Creditors Can Still Get To Them

United States Wealth Mgt

AL

Ayala Law

EU Platform On Sustainable Finance Focuses On Usefulness Of Taxonomy In Response To European Commission Proposal

European Union Finance

PR

Proskauer Rose LLP

Schulte Co-Managing Partners David Efron And Marc Elovitz Speak With The American Lawyer On The Firm's Record-Breaking 2024

United States Commercial

SR

Schulte Roth & Zabel LLP

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Latest Videos

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College Financial Planning With Jack Wang (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

Ten Minute Interview: How To Mitigate Trustee Liability (Video)

FL

Foley & Lardner

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