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.

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

Wealth, in a multitude of forms, values, whether articulated or not, and the power that accompanies wealth have passed, more or less successfully...

United States Wealth Mgt

GG

Greenberg Glusker Fields Claman & Machtinger

California's Digital Asset Regulation Gets Closer To Final

Under California's new Digital Financial Assets Law, or DFAL, all entities engaging in "digital financial asset business activity" in the state must be licensed—or have a pending application—by July 1, 2026.

United States Technology

JB

Jenner & Block

Delaware Law Provides Asset Protection Structure

A Magistrate's Report in the Delaware Court of Chancery recently held that a judgment creditor of an individual could not reach the assets the individual had contributed...

United States Wealth Mgt

GG

Greenberg Glusker Fields Claman & Machtinger

Avoid Generalizations In Working With NextGens

The questions of when, how, and to what extent to engage younger generations in a family's succession process cross nearly all sectors of private client advisory work, both within the US and internationally.

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

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

Federal Court Blocks Enforcement Of Texas Proxy Advisor Disclosure Law

United States Commercial

SM

Sheppard Mullin Richter & Hampton

Strengthening Your Hiring Process (Video)

United States Law Practice

OK

Offit Kurman

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

United States IP

RC

RPX Corporation

Control, Creativity, Closure: The Mediation Advantage

United States Litigation

J

JAMS

Greenwashing Legislation Trends: Key Takeaways For Businesses

Worldwide Commercial

RG

Ropes & Gray LLP

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)

In this episode of The Sandwich Generation Survival Guide, host Candace Dellacona welcomes Dr. Jonathan Knaul, a distinguished Royal Canadian Air Force pilot and commander...

United States Family

OK

Offit Kurman

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

On August 6, the UK Financial Conduct Authority ("FCA") released its findings following a multi-firm review of climate reporting by asset managers, life insurers and FCA-regulated pension providers

United States Finance

JD

Jones Day

Democratizing Access To Alternative Assets For 401(K) Investors

This executive order directs the Department of Labor to reevaluate and clarify its guidance under ERISA regarding fiduciary duties related to including alternative assets in 401(k) retirement plans.

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

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

3 Quick Questions On Preparing The Next Generation For Family Wealth

As family wealth grows, so does the responsibility of preserving it—and passing it on wisely. Preparing the next generation isn't just about transferring...

United States Family

KR

Kaufman Rossin

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

United States Wealth Mgt

KR

Kaufman Rossin

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

U.S. life carriers engaging in "asset intensive reinsurance transactions" should consider new requirements for reporting and actuarial testing...

United States Insurance

KL

Herbert Smith Freehills Kramer LLP

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

In part three of ‘The Infrastructure Imperative' blog series, we will share insights on how cities can leverage the power of data when making business decisions, how organizations are upskilling current and future leaders...

United States Law Practice

A

Arcadis

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

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

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

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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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