Worldwide: 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 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

Following changes announced by the US Securities and Exchange Commission (SEC) in August 2025, the Institutional Limited Partners Association (ILPA) has recently published an analysis underscoring a structural shift...

United States Commercial

KM

Katten Muchin Rosenman LLP

Central District Of California Grants In Part And Denies In Part Motion To Dismiss Proposed Securities Class Action Against Financial Services Firm

On December 12, 2025, Judge Sherilyn Peace Garnett of the United States District Court for the Central District of California granted in part and denied in part a motion to dismiss...

United States Litigation

AO

A&O Shearman

Sustainable Energy & Infrastructure Client Feature — January 2026

United States Wealth Mgt

M

Mintz

Planning The Perfect Exit: A Guide To Selling Your Investment Advisory And Wealth Management Businesses

United States Commercial

M

Mintz

Tax And Legal Planning For The Venezuelan Diaspora In Transition

United States Tax

HK

Holland & Knight

Wealth Management Update - January 2026

United States Wealth Mgt

PR

Proskauer Rose LLP

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

United States Finance

KM

Katten Muchin Rosenman LLP

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

United States Real Estate

PC

Pender & Coward

SEC Permits Confidential Treatment Requests For Form ADV Information

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

How The GENIUS Act Is Reshaping Stablecoin Regulation And Emerging Financial Disputes

United States Litigation

J

JAMS

401(k) And IRA Contribution Limits For 2026: Retirement Savings, Adjustments For Inflation, And SECURE 2.0 Changes American Taxpayers Must Know About

United States Tax

RS

Rotfleisch & Samulovitch P.C.

The Empty Chair At Johannesburg: What It Says About US Power

United States International

SJ

Steptoe LLP

The Trump Gold Card And Proposed Trump Platinum Card: Legal, Practical, Tax, And Economic Considerations For High-Net-Worth Immigrants

United States Immigration

Gs

Green and Spiegel

Supreme Court Weighs Extent Of President's Authority To Impose Tariffs During Proclaimed National Emergencies

United States Litigation

D

Dykema

SEC Watch: Monthly Takeaways For Asset Managers - December 2025

The SEC Division of Examinations released 2026 Priorities.

United States Commercial

ST

Simpson Thacher & Bartlett

SEC Extends Compliance Date For Short Sale Reporting Rule To 2028

On December 3, 2025, the Securities and Exchange Commission (the "SEC") announced that it was providing a second temporary exemption from compliance with Rule 13f-2, the short sale reporting rule, and related Form SHO and Rule 10c-1a.

United States Commercial

AG

Akin Gump Strauss Hauer & Feld LLP

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

USA Today recently featured insights from Evan Morgan, a principal in the tax advisory group at Kaufman Rossin, regarding the new "Trump Accounts" for children.

United States Wealth Mgt

KR

Kaufman Rossin

Wealth Management Update

The December 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.6%, the same as in November.

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

Select Updates Impacting Family Business Owners

United States Wealth Mgt

KM

Katten Muchin Rosenman LLP

What Is Offshore Asset Protection And How Is It Used?

United States Wealth Mgt

BW

Bohm, Wildish & Madsen

IRS Issues Revenue Procedure 2025-31 – Safe Harbor For Trusts Staking Digital Assets

Revenue Procedure 2025-31 establishes a safe harbor that permits exchange-traded products (ETPs) that are organized as trusts and that hold digital assets on proof‑of‑stake networks...

United States Wealth Mgt

RG

Ropes & Gray LLP

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

The One Big Beautiful Bill Act (OBBBA), Pub. L. No. 119-21, enacted on July 4, 2025, marks a sweeping overhaul of the United States Internal Revenue Code of 1986 (Code).

United States Tax

KM

Katten Muchin Rosenman LLP

Select Updates Impacting Family Business Owners

Family business owners are navigating material regulatory and market shifts that affect entity transparency, workforce strategy and generational planning.

United States Wealth Mgt

KM

Katten Muchin Rosenman LLP

What Is Offshore Asset Protection And How Is It Used?

This typically refers to moving assets (cash, investments, property, trusts, or business entities) to foreign jurisdictions with favorable laws — usually places like the Cook Islands, Nevis, Belize, or Switzerland — to reduce exposure to lawsuits, creditors, or political instability at home.

United States Wealth Mgt

BW

Bohm, Wildish & Madsen

Changes On The Horizon For Recovery And Resolution Planning

United States Finance

MV

Moore & Van Allen

Long-term Care Planning: 5 Potential Benefits For High-net-worth Families

Long-term care (LTC) planning isn't just about affording care — it's about protecting your wealth, preserving your liquidity, and maintaining control over your financial strategy.

United States Wealth Mgt

KR

Kaufman Rossin

Wealth Management Update

The November 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.6%, the same as in October.

United States Wealth Mgt

PR

Proskauer Rose LLP

Episode 5: The Shutdown Episode (Podcast)

In this episode of Asset Management Corner, Andrew Dean and Chris Mulligan discuss how the federal government shutdown impacts the SEC...

United States Wealth Mgt

WG

Weil, Gotshal & Manges LLP

EU-U.S. Asset Management Insights, Live From Luxembourg (Podcast)

From regulatory shifts and fundraising trends to retail investment access and cross-border engagement, Elaine shares expert insights on how U.S. managers are increasingly embracing European markets, and vice versa.

Worldwide Wealth Mgt

AO

A&O Shearman

Regulatory Compliance In Leveraged ETF Sales Practices

United States Finance

KM

Katten Muchin Rosenman LLP

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

United States Criminal

RG

Ropes & Gray LLP

Serving As Personal Representative Of An Estate? A Quick Guide To The Estate Administration Process

United States Family

RM

Rich May

Seeing Red Flags In Tricolor: A Colorful Lesson On Collateral Interests

United States Insolvency

CW

Cadwalader, Wickersham & Taft LLP

2025 Emerging Manager Forum

United States Commercial

KG

K&L Gates LLP

Trends In Private Credit Fund Structuring 2025

Worldwide Finance

D

Dechert

FCA Review Of UK Wealth Management M&A

United States Commercial

RG

Ropes & Gray LLP

Basel Endgame: Divergence, Competition And The Next Strategic Moves

Worldwide Finance

BC

Bryan Cave Leighton Paisner

Keeping Your Estate Plan Current: Why Regular Updates Matter

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)

United States Wealth Mgt

RG

Ropes & Gray LLP

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

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

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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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