North America: 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.
Article
BVI Vs Nevis Asset Protection Trust Comparison
Wealth that has taken a lifetime to build deserves careful stewardship and thoughtful legal protection. Offshore trusts, when properly structured, remain among the most recognised instruments available for this purpose, enabling families to preserve assets across generations, provide for their loved ones, and make sure the plans they put in place today are honoured well into the future. This article looks at how two leading jurisdictions, the British Virgin Islands and Nevis, approach that goal, and what each offers individuals and families seeking lasting, lawfully grounded protection for their wealth.
Panama Wealth Mgt
IG
Icaza Gonzalez-Ruiz & Aleman
Article
BVI vs Nevis: Comparativa De Fideicomisos De Protección De Patrimonio
El patrimonio construido a lo largo de toda una vida merece una administración cuidadosa y una protección legal bien pensada. Los fideicomisos offshore, cuando están debidamente estructurados, siguen siendo uno de los instrumentos más reconocidos para este propósito, y permiten a las familias preservar sus activos a través de generaciones, proveer para sus seres queridos y asegurarse de que los planes que hoy establecen se respeten en el futuro. Este artículo analiza cómo dos jurisdicciones líderes, las Islas Vírgenes Británicas y Nevis, abordan ese objetivo, y qué ofrece cada una a las personas y familias que buscan una protección duradera y legalmente sólida para su patrimonio.
Panama Wealth Mgt
IG
Icaza Gonzalez-Ruiz & Aleman
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
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Article
Strong First Quarter Results For The BVI Financial Services Sector
The British Virgin Islands financial services sector has demonstrated remarkable strength in early 2026, with new company incorporations surging 10% year-over-year to reach the highest first-quarter performance in four years. The jurisdiction's expanding ecosystem now encompasses over 362,000 active companies, growing fintech and virtual asset services, and more than 2,000 registered investment funds, signaling sustained global confidence in BVI structures for cross-border transactions.
British Virgin Islands Wealth Mgt
OW
O'Neal Webster
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Article
BVI Vs Nevis Asset Protection Trust Comparison
Wealth that has taken a lifetime to build deserves careful stewardship and thoughtful legal protection. Offshore trusts, when properly structured, remain among the most recognised instruments available for this purpose, enabling families to preserve assets across generations, provide for their loved ones, and make sure the plans they put in place today are honoured well into the future. This article looks at how two leading jurisdictions, the British Virgin Islands and Nevis, approach that goal, and what each offers individuals and families seeking lasting, lawfully grounded protection for their wealth.
Panama Wealth Mgt
IG
Icaza Gonzalez-Ruiz & Aleman
Article
Régimen De Sustancia Económica Para Grupos Multinacionales
Panamá aprobó la Ley 526 de 2026, que introduce requisitos de sustancia económica para entidades panameñas integrantes de grupos multinacionales que obtengan rentas pasivas de fuente extranjera. La norma, vigente a partir del período fiscal 2027, no aplica de manera general a todas las sociedades o fundaciones panameñas, sino únicamente a aquellas que cumplan los supuestos específicos previstos en la ley.
Panama Tax
IG
Icaza Gonzalez-Ruiz & Aleman
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Article
Using Offshore Trusts For Private Equity Investments And Wealth Preservation
High-net-worth individuals and private equity investors increasingly explore offshore trusts as sophisticated wealth planning tools that may provide enhanced asset protection, investment management flexibility, and multigenerational wealth preservation. Understanding the strategic benefits, tax implications, and compliance requirements of these complex structures is essential for entrepreneurs, executives, and families seeking to protect significant holdings while maintaining appropriate control and meeting
United States Wealth Mgt
MG
MGO CPA LLP
Podcast
Ep. 69 – International Lives And The New Reality Of Estate Planning (Podcast)
Today's families are increasingly global, with assets, homes, citizenships, and loved ones spanning multiple jurisdictions. Michael Clear hosts a conversation with Carolyn Reers and Suzanne Shier about the forces driving cross-border planning challenges, from globally mobile families and international philanthropy to cultural competency, compliance, and succession laws around the world.
United States Wealth Mgt
WD
Wiggin & Dana
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