United States: Wealth 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.

When Privacy Matters Most: Planning For High-Profile Clients

High-profile individuals and professional athletes face growing privacy risks as their real estate holdings, business interests, and financial information become increasingly accessible through public records.

United States Wealth Mgt

DW

Dickinson Wright PLLC

Ep. 66 – The Lifecycle Of Art Ownership: Key Legal, Tax, And Practical Considerations For Collectors (Podcast)

Michael Clear and Kenley Stark explore the intricate legal, financial, and logistical challenges that art collectors encounter throughout the entire lifecycle of ownership. From acquisition documentation and title verification to insurance, storage, and eventual transfer, they reveal the sophisticated planning required to protect both the artwork and the collector's investment.

United States Wealth Mgt

WD

Wiggin & Dana

Private Markets’ Retail Opportunity

Retail investors represent an exciting new source of capital for private assets managers to support broader market participation and growth.

United States Wealth Mgt

MG

Maples Group

Putting The Gratitude In GRATs—Understanding The Financial Planning And Psychological Effects Of This And Other Tax Saving Ideas (Podcast)

In this episode of Splitting Heirs, host Warren K. Racusin invites Lowenstein partner Michael N. Gooen and Dr. Paul Hokemeyer, the founding principal of Drayson Mews

United States Wealth Mgt

LS

Lowenstein Sandler

Ten Minute Interview: Protective Trusts (Video)

United States Wealth Mgt

FL

Foley & Lardner

Valuation At The Top: Strategic Insights For Ultra-High-Net-Worth Individuals And Estates

United States Wealth Mgt

IG

IR Global

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Three Wealth Transfer Strategies Every Business Owner Needs To Know

United States Wealth Mgt

KM

Katten Muchin Rosenman LLP

APAC Monthly Private Wealth Legal Developments - February 2026

Worldwide Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

The GP Stake: A Lever For Acceleration That Is Gaining Momentum

United States Wealth Mgt

SR

McDermott Will & Schulte

US Asset Management Regulatory Year In Review 2025

United States Wealth Mgt

KG

K&L Gates LLP

Asset Impairment As A Capital Discipline Tool For CFOs And Accounting Leaders

United States Wealth Mgt

R

Riveron

Hedge Clauses In Focus: The SEC Charges An Investment Adviser With Four Advisers Act Violations

United States Wealth Mgt

AG

Akin Gump Strauss Hauer & Feld LLP

Tennessee Limits Non-Compete Agreements With Lower Compensated Employees While Presuming That Restrictive Covenants Of Up To Two Years Are Reasonable In Duration

United States Employment

CL

Carter Ledyard & Milburn

Ambiguity Of Measurement Conditions For Relevant Chemical Property Leads To Federal Circuit Affirming Noninfringement Of Epoprostenol Patents

United States IP

DM

Duane Morris LLP

When The Microphone Lives On Your Face: Smart Glasses In The Workplace And The Clinic

United States Employment

DW

Dickinson Wright PLLC

The Hidden Ingredient Problem: PFAS Litigation And Regulation Are Reshaping The Beauty Industry

United States Consumer

CM

Crowell & Moring LLP

Minnesota’s New Cannabis And Hemp Laws

United States Government

HS

Harris Sliwoski

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Offshore Banking

Renouncing US Citizenship Or Giving Up A Green Card: Why And How To Consider It

Israel and the United States share a strong bond, and U.S. citizenship or permanent resident status allows access to the largest economy in the world.

United States Tax

MP

Moodys Private Client Law LLP

Proceed With Caution: The "Dirty Dozen" Tax Scams For 2017

The Dirty Dozen American film released by MGM in 1967 depicts wartime law breaking, theft and impersonation, but today we are talking about the IRS' "Dirty Dozen Tax Scams for 2017" list, which depicts law breaking, theft and impersonation issues that are putting taxpayers at risk.

United States Tax

DM

Duane Morris LLP

DOJ And IRS Expanding Offshore Enforcement Efforts: Financial Institutions And Individual Taxpayers Beware

A few months ago, we posited that the DOJ and IRS were expanding offshore enforcement efforts beyond Europe, with a likely new target of those efforts being Singapore.

United States Tax

D

Dentons

Israel Cleared To Implement FATCA And Report On U.S. Persons

United States Tax

D

Dentons

Taxpayers Putting Pressure On Courts to Establish The IRS's Burden Of Proof In Offshore Disclosure Cases

United States Tax

D

Dentons

Treasury And Other Agencies Issue Guidance To Banks On Correspondent Accounts

United States Wealth Mgt

B

BakerHostetler

IRS Updates FATCA FAQs

United States Tax

MW

McDermott Will & Emery

Offshore Voluntary Disclosure Update

United States Wealth Mgt

MW

McDermott Will & Emery

The Streamline Program Turns Two

United States Tax

D

Dentons

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Wealth & Asset Management

When Privacy Matters Most: Planning For High-Profile Clients

High-profile individuals and professional athletes face growing privacy risks as their real estate holdings, business interests, and financial information become increasingly accessible through public records.

United States Wealth Mgt

DW

Dickinson Wright PLLC

SEC Watch: Monthly Takeaways For Asset Managers - June 2026

The SEC rescinded Rule 202.5(e), which had codified the SEC rule requiring settling parties to agree that they would not publicly deny the SEC’s allegations. The change brings the SEC in line with the majority of federal agencies, including the CFTC which announced a similar change in early June. New language reflecting the change is already appearing in SEC orders.

United States Finance

ST

Simpson Thacher & Bartlett

Global Survey Of ESG Regulations For Asset Managers

Asset managers (i.e., investment advisers) offering funds in more than one country are accustomed to adapting to different regulatory requirements. However, the challenges presented by the global regulation...

Worldwide Finance

KG

K&L Gates LLP

Ep. 66 – The Lifecycle Of Art Ownership: Key Legal, Tax, And Practical Considerations For Collectors (Podcast)

United States Wealth Mgt

WD

Wiggin & Dana

Max Schneberger Highlights Impact Of OBBBA In Trust Planning In Lake Country Living

United States Tax

RB

Reinhart Boerner Van Deuren s.c.

Private Markets’ Retail Opportunity

United States Wealth Mgt

MG

Maples Group

Wealth Tax Watch: New York's Pied-à-Terre Tax Clears Final Legislative Hurdle — What Property Owners And Planners Need To Know

United States Tax

FL

Foley & Lardner

Everything You Need To Know About Your 401(k) In One Video | ERISA Attorney Charles Field (Video)

United States Employment

SH

Sanford Heisler Sharp McKnight

Cost Segregation Studies For DST Investments: What Investors Need To Know

United States Tax

MG

MGO CPA LLP

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Offshore Financial Centres

Panama Papers 10th Anniversary: U.S. Tax Implications, IRS Results & Compliance Lessons For American Taxpayers

April 2026 marks the 10th anniversary of the Panama Papers, one of the largest data leaks in history. The leak exposed how wealthy individuals and entities used offshore shell companies, trusts, and other structures for secrecy, tax planning, and potential IRS tax evasion.

United States Tax

RS

Rotfleisch & Samulovitch P.C.

DOI Announces Plans To Revise BOEM Rule Requiring Additional Bonding

The US Department of the Interior (DOI) has announced plans to revise the Bureau of Ocean Energy Management's (BOEM) 2024 Risk Management and Financial Assurance Rule for offshore oil and gas operations.

United States Energy

JW

Jones Walker

Legal Update: New British Virgin Islands Laws For Virtual Asset Service Providers

The British Virgin Islands (BVI) is a well-established offshore financial centre, with over 500,000 registered BVI Business companies. In recent years...

United States Finance

S

Sterlington PLLC

Hope Is Not A Strategy And Three Other Things I Learned From The Legendary Bob Popeo

United States Commercial

M

Mintz

Comprehensive Modernisation For Luxembourg Funds And Their Managers

United States Finance

GP

Goodwin Procter LLP

I.R.S. Placing Watchdog Agents In International Financial Centers

United States Technology

RP

Ruchelman PLLC

Jurisdictional Enforcement Trends

Worldwide Finance

Da

Duff and Phelps

U.S. Supreme Court Refuses To Hear Challenge To FATCA

United States Tax

SE

Stikeman Elliott LLP

The End Is Near: Correcting Offshore Tax Problems Before And After IRS Closes Offshore Voluntary Disclosure Program On September 28, 2018

United States Tax

DM

Duane Morris LLP

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Latest Videos

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Ten Minute Interview: Protective Trusts (Video)

FL

Foley & Lardner

Shielding Your Wealth: Can An LLC Protect Your Personal Assets? (Video)

G.A.M. Law Office

Conservatorship, Guardianship Or Powers Of Attorney? (Video)

JK

Jones & Keller PC

Duff & Phelps Launches The Cost Of Capital Navigator

Da

Duff and Phelps

Trending Video: SEC Priorities For Asset Management Industry (Video)

RG

Ropes & Gray LLP

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