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.
Article
Key Valuation Issues Impacting Bank Purchase Price Allocations In A Rising Interest Rate Environment
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.
United States Commercial
AC
Ankura Consulting Group LLC
Article
The Great Wealth Transfer: What An $84 Trillion Shift Between Generations Means For Your Estate Plan
As the Silent Generation and Baby Boomers prepare to transfer an estimated $84-90 trillion in wealth over the next two decades, families face critical decisions about estate planning, tax strategies, and asset protection. This comprehensive analysis explores how changing tax laws, evolving family structures, and complex asset portfolios require thoughtful planning to preserve wealth across generations while avoiding unnecessary taxes, legal disputes, and family conflicts.
United States Wealth Mgt
CK
Conn Kavanaugh Rosenthal Peisch & Ford
Article
Special Needs Trusts In New Jersey: Planning For Your Loved One’s Future
For parents of a child with a disability, estate planning involves more than asset distribution—it requires ensuring long-term care and financial security. A special needs trust can provide resources without jeopardizing eligibility for SSI and Medicaid, but proper structuring, trustee selection, and coordination with the broader estate plan are essential to protect your loved one's future.
United States Wealth Mgt
SH
Scarinci Hollenbeck LLC
Article
Private Market Talks: Why Private Markets Are Going Mainstream With VanEck's Christian Munafo (Podcast)
Christian Munafo, Portfolio Manager of Growth Equity at VanEck, discusses the evolution of the non-traditional secondaries market, the rise of late-stage private investing, and the growing convergence of public and private markets. Drawing on more than 20 years of experience in venture and growth equity secondaries, he explains how the market has expanded beyond traditional LP-led transactions to include GP-led deals, structured solutions, and direct investments in private companies.
United States Finance
PR
Proskauer Rose LLP
Article
Show Me The Fees: SEC Risk Alert Zeroes In On Economic Conflicts Of Interest
The SEC's Division of Examinations has identified significant compliance gaps in how investment advisers handle economic conflicts of interest, particularly around cash management programs and revenue-sharing arrangements. Recent examinations revealed advisers failing to adequately disclose compensation received from custodians, charging fees inconsistent with client agreements, and maintaining deficient compliance programs that don't address fee-related risks. These findings underscore the ongoing regulato
United States Finance
KM
Katten Muchin Rosenman LLP
Article
Wealth Tax Watch: New York's Pied-à-Terre Tax Clears Final Legislative Hurdle — What Property Owners And Planners Need To Know
New York State's legislature is set to approve a groundbreaking annual tax on second homes in New York City valued over $5 million, marking a significant shift in how jurisdictions target wealth tied to real property. The pied-à-terre tax, expected to generate approximately $500 million annually starting July 1, 2026, will affect an estimated 10,000 properties owned by nonresidents who maintain luxury residences in the city.
United States Tax
FL
Foley & Lardner
Video
Everything You Need To Know About Your 401(k) In One Video | ERISA Attorney Charles Field (Video)
ERISA attorney Charles Field provides a comprehensive breakdown of 401(k) retirement plans, covering everything from annual disclosure statements and investment options to fee structures and fund performance evaluation. Understanding how your 401(k) actually works is crucial, as it will likely become the largest asset you ever own, yet most participants remain largely uninformed about their plan's mechanics.
United States Employment
SH
Sanford Heisler Sharp McKnight
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