United States: Wealth & Asset Management

In the inaugural episode of Ropes & Gray's Non-Financial Misconduct four-part miniseries, Amanda Raad, co-chair of the firm's global anti-corruption & international risk practice, is joined by asset management partner...

Serving as Personal Representative of a loved one's estate can seem like a daunting responsibility. The following are some of the most important tasks a Personal Representative...

The recent bankruptcy filing of Tricolor Auto Acceptance, LLC ("Tricolor") highlights collateral-related risks for lenders, providing an opportunity for banks and whole loan purchasers...

For centuries, wealth was measured in tangible terms: land, gold, art, stock portfolios and bank accounts, to name a few. These assets were static, tied to geography and institutions. Today, wealth is increasingly digital – represented by tokens, NFTs and programmable money that exists outside of traditional borders.

The October 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.60%, down from 4.80% in September.

As we head into the fourth quarter of what has already been a busy year in the secondaries market, we wanted to revisit a topic from the summer that may impact sales activity: the endowment tax regime.

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.

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...

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...