United States: 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.
Article
Beyond Grantmaking: Why Estate Planners Should Prepare Clients For The Next Generation Of Philanthropy
Estate planners can better serve clients by looking beyond traditional charitable giving to flexible philanthropic strategies that reflect clients' goals, values and desire for lasting impact across generations. The article explores how modern philanthropy extends beyond tax-deductible donations to include impact investments, giving circles, and mission-aligned business structures. Discover five practical ways estate planners can initiate more meaningful philanthropic conversations and draft documents that
United States Wealth Mgt
WL
Withers LLP
Article
Joshua Rubenstein Co-Authors Chapter In A Guide To International Estate Planning
Joshua S. Rubenstein of Katten's Private Wealth Department co-authored a chapter in the newly released third edition of the American Bar Association's comprehensive guide to international estate planning. The publication addresses the growing complexity of cross-border wealth management as families and assets increasingly span multiple jurisdictions. Written by leading international practitioners and tax professionals, the guide provides essential insights for lawyers, fiduciaries, family office professiona
United States Family
KM
Katten Muchin Rosenman LLP
Article
NIL Changed the Money Timeline. Athlete Planning Needs to Catch Up.
Young athletes are earning significant income through NIL deals before turning professional, yet traditional financial advisory models introduce legal and estate planning too late in their careers. How can the sports industry better protect athletes' wealth by establishing coordinated advisory teams, trust structures, and comprehensive planning during the NIL era rather than waiting until after major contracts are signed?
United States Wealth Mgt
FL
Fennemore
Article
Navigating Florida’s New Trust, Probate And Series LLC Statutes
Florida has enacted significant statutory changes affecting trust administration, probate procedures, and business entity formation. These reforms introduce streamlined nonjudicial processes for trustee discharge, expand access to simplified probate administration, and establish a new framework for protected series LLCs that offers enhanced asset protection and operational flexibility for estate planners and business owners.
United States Wealth Mgt
WL
Withers LLP
Article
The Creator Economy Meets Estate Planning: Protecting And Transferring Digital Businesses
As the creator economy continues to expand, individuals who derive income from digital platforms face a critical estate planning question. For those who already have an estate plan, that plan may not adequately address the unique challenges of managing, valuing and transferring digital businesses, leaving these increasingly valuable assets vulnerable to confusion, lost revenue and family conflict.
United States Wealth Mgt
WD
Wiggin & Dana
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
Article
New York Law Journal Features Sterlington’s Matrimonial And Family Law Practice Launch
ALM's New York Law Journal examines Sterlington's strategic launch of its Matrimonial and Family Law practice, led by partner Kelly A. Frawley and counsel Joseph Hyland, both formerly of Kasowitz. The article explores how this new practice fits within the firm's broader growth strategy focused on serving founders, CEOs, high-net-worth individuals, and their interconnected business and personal legal needs.
United States Family
S
Sterlington PLLC
Article
Case Study: From NIL To The NBA — Guiding A Top Draft Pick Through Financial Complexity
A highly ranked five-star basketball recruit navigates the complex transition from college NIL athlete to top-10 NBA draft pick, facing critical financial decisions involving multi-million-dollar contracts, family support structures, and potentially risky financial arrangements. With structured advisory support, he learns to evaluate opportunities, understand tax implications, and establish foundational financial practices that will shape his professional career.
United States Wealth Mgt
MG
MGO CPA LLP
Podcast
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
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