North America: Wealth Management

The British Virgin Islands has reported its strongest first quarter for new company incorporations since 2022, with 7,671 new entities formed in Q1 2026. This represents a 10% increase year-over-year and brings the total number of active companies to 362,165, while the investment funds sector maintains 2,242 registered funds.

The Cayman Islands funds industry demonstrated resilience in Q1 2026, with Private Funds reaching a record 17,910 registrations and Mutual Funds recovering to 13,008 after a year-end decline. This quarterly analysis examines the sustained growth trajectory and structural stability across regulated investment sectors in one of the world's leading offshore financial centers.

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.

Institutional investors face an inevitable reality: portfolio losses from corporate fraud or mismanagement will occur. This guide outlines five essential habits that fiduciaries can implement to monitor investments, recover losses, and fulfill their duty to protect assets without requiring legal expertise or excessive time commitment.

When it comes to trusts and succession planning, the British Virgin Islands (“BVI”) is a well-established jurisdiction of choice.

On July 7, the SEC released its Spring 2026 Regulatory Flexibility (“Reg Flex”) agenda detailing an ambitious list of thirty-eight potential rulemakings for the upcoming year.

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.

The British Virgin Islands has emerged as a premier offshore jurisdiction for Latin American high-net-worth families seeking sophisticated wealth preservation and succession planning solutions.

The Cayman Islands has emerged as a premier jurisdiction for cryptocurrency funds, Web3 projects, and blockchain companies, offering an attractive regulatory framework for digital asset ventures.

The British Virgin Islands has reported its strongest first quarter for new company incorporations since 2022, with 7,671 new entities formed in Q1 2026. This represents a 10% increase year-over-year and brings the total number of active companies to 362,165, while the investment funds sector maintains 2,242 registered funds.

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.

The British Virgin Islands has emerged as a premier offshore jurisdiction for Latin American high-net-worth families seeking sophisticated wealth preservation and succession planning solutions.