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.

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

In this episode of Real Talk, Real Growth, host Linda Ostovitz sits down with Jennifer Jones, CEO of the Howard County Economic Development Authority.

United States Family

OK

Offit Kurman

Pryor Cashman Representing Spring Mountain Capital In Asset Acquisition By Stifel

Pryor Cashman is representing Spring Mountain Capital, LP, a New York-based private investment management firm focused on alternative asset investing, in connection with a transaction pursuant to which affiliates...

United States Wealth Mgt

PC

Pryor Cashman LLP

College Financial Planning With Jack Wang (Video)

In this episode of The Sandwich Generation Survival Guide, host Candace Dellacona welcomes Jack Wang, a wealth advisor at Innovative Advisory Group and host of 'The Smart College Buyer' podcast.

United States Family

OK

Offit Kurman

High Net Worth Individuals And Families In Arizona

The stakes are high, not only in terms of financial value, but also in terms of reputation, privacy, and long-term stability.

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

Leveraging Success With Sophisticated Financing Strategies

United States Wealth Mgt

D

Dechert

Sustainability Under The Microscope: ESMA's Reality Check

United States Finance

PR

Proskauer Rose LLP

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Selling Your Business? Wealth Planning Tips To Prepare

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

New Montana State Income And Property Taxes For 2025 & 2026

United States Tax

PB

Parsons Behle & Latimer

Evolving Challenges In Employment Mediation: Managing Emotions, Shifting Strategies And Legal Trends (Podcast)

United States Employment

J

JAMS

Summary - Tax Provisions In The One Big Beautiful Bill

United States Tax

HE

Hall Estill

2025 Trade Policy Agenda Provides Rationale For Trump Tariff Actions

United States International

BG

Braumiller Law Group, PLLC

AMTL's AICP Files Second Case Against TSMC, Its Advanced Memory Amends Against SK Hynix

United States IP

RC

RPX Corporation

FinCEN Postponement And Reopening Of Investment Adviser AML/CFT Rule

On July 21, 2025, the US Department of the Treasury's Financial Crimes Enforcement Network (FinCEN) announced its intention to postpone the effective date of the final rule adding certain...

United States Finance

SJ

Steptoe LLP

Establishing A Family Office: 5 Essential Tips For Getting Started

For high-net-worth individuals and families, a family office is more than a wealth management structure—it is a strategic vehicle to preserve, grow, and protect generational wealth.

United States Wealth Mgt

FL

Fennemore

One Big Beautiful Bill Enhances QSBS Tax Benefits

There were winners and losers in H.R. 1 of the 119th Congress, also known as the One Big Beautiful Bill (OBBB). Founders of and investors in small businesses will be winners...

United States Tax

TS

Taft Stettinius & Hollister

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

So, you are contemplating the sale of your business. Maybe you have already made the decision to sell your company and have an offer in hand. While there are probably a certain number of serial entrepreneurs who will do this more than once...

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

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

United States Insurance

KL

Herbert Smith Freehills Kramer LLP

Why Cities Can't Afford To Wait Any Longer: How To Meet The New Challenges

United States Law Practice

A

Arcadis

Portfolios, Personalities, And Processes: Addressing Five Significant Challenges Faced By Family Offices

United States Commercial

TS

Taft Stettinius & Hollister

SEC Resumes Processing Applications For Swiss Investment Advisers

Worldwide Finance

LS

Lenz & Staehelin

USA - NATIONWIDE: An Introduction To Hedge Funds

United States Finance

SR

Schulte Roth & Zabel LLP

Collaborative Divorce Preserves Wealth In Family Owned Business

United States Family

SD

Schiller DuCanto & Fleck LLP

Portfolios, Personalities, And Processes: Addressing Five Significant Challenges Faced By Family Offices

For ultra-high-net-worth individuals, prudently managing a large and complex asset portfolio involves plenty of inherent challenges. But when the stewardship of significant wealth must account for the often divergent...

United States Commercial

TS

Taft Stettinius & Hollister

SEC Resumes Processing Applications For Swiss Investment Advisers

On June 10, 2025, the U.S. Securities and Exchange Commission (SEC) announced that it will resume processing applications for Swiss financial institutions seeking to operate...

Worldwide Finance

LS

Lenz & Staehelin

USA - NATIONWIDE: An Introduction To Hedge Funds

Portable alpha strategies allow investors to simultaneously capture both alpha and beta returns within a single investment vehicle. Alpha represents excess returns generated through active management...

United States Finance

SR

Schulte Roth & Zabel 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

United States Family

HB

Haynes and Boone

Passing Your Assets To The Next Generation

Passing your assets to the next generation can be simple or it can be complicated, but even the simplest estate plan usually involves more than just a will.

United States Family

MM

McLane Middleton, Professional Association

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

Following our September 2024 Alert "Liquidity Management Under AIFMD2: RTS for Open-Ended Funds," the European Securities and Markets Authority (ESMA) has now published Final Reports for...

United States Finance

GP

Goodwin Procter LLP

Space Business Review April 2025

A monthly round-up of space industry developments for the information of our clients and friends.

United States Transport

ML

Milbank LLP

Wealth Management Update

The May 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 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

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

A United States Sovereign Wealth Fund: First Impressions

United States Commercial

GT

Greenberg Traurig, LLP

Asset Management Strategies Amid 2025 Policy Shifts

United States Commercial

MG

MGO CPA LLP

EDGAR Next: The Next Era In Filing

United States Wealth Mgt

KG

K&L Gates LLP

Global Survey Of ESG Regulations For Asset Managers

Worldwide Wealth Mgt

KG

K&L Gates LLP

Asset Management Regulatory Year In Review 2024

Worldwide Wealth Mgt

KG

K&L Gates 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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