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.

Basel Endgame: Divergence, Competition And The Next Strategic Moves

The Basel Endgame is the fault line along which global banking competition will shift over the next three years. For the largest lenders, this final chapter of Basel III will decide...

Worldwide Finance

BC

Bryan Cave Leighton Paisner

Keeping Your Estate Plan Current: Why Regular Updates Matter

An estate plan is not meant to remain unchanged forever. Life evolves, and with it, personal circumstances, family dynamics, and financial situations shift in ways that can make an estate plan outdated...

United States Family

IG

IR Global

Fully Invested: The Rise Of CITs – Why They're A Compelling Path For Asset Managers Entering The 401(k) Plan And Retail Markets (Podcast)

On this episode of Fully Invested, asset management partners, Eric Requenez and Jessica Reece, along with Josh Lichtenstein, a benefits partner and head of the ERISA fiduciary practice...

United States Wealth Mgt

RG

Ropes & Gray LLP

The Key To Succession Planning In The United States: A Revocable Trust

Succession planning is essential for financial stability and smooth wealth transition across generations.

United States Wealth Mgt

GGI Global Alliance

How Much To Say And When: A Growing Contradiction For Trustees And Advisors In United States Nextgen Trust Planning

United States Wealth Mgt

GG

Greenberg Glusker Fields Claman & Machtinger

California's Digital Asset Regulation Gets Closer To Final

United States Technology

JB

Jenner & Block

Delaware Law Provides Asset Protection Structure

United States Wealth Mgt

GG

Greenberg Glusker Fields Claman & Machtinger

Avoid Generalizations In Working With NextGens

United States Wealth Mgt

GG

Greenberg Glusker Fields Claman & Machtinger

The Future Of Wealth: How Digital Assets, Taxation And Technology Are Rewriting The Rules Of Money

United States Technology

BI

Buchanan Ingersoll & Rooney PC

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Endowment Tax Changes: Secondaries Market Implications In 2025 And Beyond

United States Wealth Mgt

RG

Ropes & Gray LLP

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

United States Commercial

SR

Schulte Roth & Zabel LLP

SEC Issues Notice Of Intent To Grant ETF Share Class Relief

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

Strengthening Your Hiring Process (Video)

United States Law Practice

OK

Offit Kurman

Control, Creativity, Closure: The Mediation Advantage

United States Litigation

J

JAMS

Silicon, Sanctions And Security: How National Security Laws Are Reshaping The Semiconductor Industry (Video)

United States Government

FL

Foley & Lardner

California Air Resources Board Publishes Draft SB 261 Guidance

United States Commercial

RG

Ropes & Gray LLP

Resolving Construction Conflicts Efficiently: A Guided Mediation Approach

United States Litigation

J

JAMS

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

On September 10, 2025, California's Franchise Tax Board ("FTB") adopted final regulations ("Final Regulations") amending the rules regarding market-based...

United States Tax

PR

Proskauer Rose LLP

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

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

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

Bock emphasized that bad news doesn't improve with time and that indecision is itself a decision. He noted that the difference between good and great often lies in taking action or failing to act.

United States Wealth Mgt

D

Dechert

3 Quick Questions On Preparing The Next Generation For Family Wealth

United States Family

KR

Kaufman Rossin

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

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

Estate Planning Amid Market Volatility: Leveraging GRATs

United States Family

HB

Haynes and Boone

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

United States Technology

A

Arcadis

Wealth Management Update

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

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Latest Videos

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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

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

FL

Foley & Lardner

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