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.

Piloting Compassion In Caregiving With Jonathan Knaul (Video)

In this episode of The Sandwich Generation Survival Guide, host Candace Dellacona welcomes Dr. Jonathan Knaul, a distinguished Royal Canadian Air Force pilot and commander...

United States Family

OK

Offit Kurman

FCA Publishes Its Findings On TCFD Climate Reporting Following A Multi-Firm Review

On August 6, the UK Financial Conduct Authority ("FCA") released its findings following a multi-firm review of climate reporting by asset managers, life insurers and FCA-regulated pension providers

United States Finance

JD

Jones Day

Democratizing Access To Alternative Assets For 401(K) Investors

This executive order directs the Department of Labor to reevaluate and clarify its guidance under ERISA regarding fiduciary duties related to including alternative assets in 401(k) retirement plans.

United States Employment

AG

Akin Gump Strauss Hauer & Feld LLP

US$12.2 Trillion Opportunity–Executive Order Paves The Way For Easier 401(k) Plan Access To Alternative Investments

The order also directs the Securities and Exchange Commission (SEC) to ease access to alternative assets for such plans by revisiting applicable regulations and guidance, including that related to accredited investor and qualified purchaser status.

United States Finance

KG

K&L Gates LLP

Leveraging Success With Sophisticated Financing Strategies

United States Wealth Mgt

D

Dechert

Sustainability Under The Microscope: ESMA's Reality Check

United States Finance

PR

Proskauer Rose LLP

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Selling Your Business? Wealth Planning Tips To Prepare

United States Wealth Mgt

KR

Kaufman Rossin

Visionary Perspectives: The Future Of Private Credit

United States Wealth Mgt

D

Dechert

3 Quick Questions On Preparing The Next Generation For Family Wealth

United States Family

KR

Kaufman Rossin

FinCEN Postponement And Reopening Of Investment Adviser AML/CFT Rule

United States Finance

SJ

Steptoe LLP

Establishing A Family Office: 5 Essential Tips For Getting Started

United States Wealth Mgt

FL

Fennemore

One Big Beautiful Bill Enhances QSBS Tax Benefits

United States Tax

TS

Taft Stettinius & Hollister

How Wealth Advisors Support Your Financial Picture After The Sale Of Your Business

United States Wealth Mgt

KR

Kaufman Rossin

Workplace Violence: Why Employers Can't Afford To Ignore The Warning Signs

United States Employment

OK

Offit Kurman

Summary - Tax Provisions In The One Big Beautiful Bill

United States Tax

HE

Hall Estill

From Copyright Case To AI Data Crisis: How The New York Times v. OpenAI Reshapes Companies' Data Governance And EDiscovery Strategy

United States Technology

NM

Nelson Mullins Riley & Scarborough LLP

From 1925 To Today: How The FAA Transformed Dispute Resolution - The Importance Of Preserving The Core Values Of Arbitration

United States Litigation

J

JAMS

Citizenship Updates: Nationwide Injunctions Affecting Birthright Citizenship Limited And New DOJ Priorities To Denaturalize U.S. Citizens

United States Immigration

Gs

Green and Spiegel

Strategic Estate Planning For High-Net-Worth Families: How And When To Involve Your Children

Estate planning for high-net-worth families is more than transferring assets. It's about preserving family legacy, ensuring business continuity, and creating an enduring impact across generations.

United States Family

JP

Johnson, Pope, Bokor, Ruppel & Burns

Restrictive Covenants: The Delaware Court's Message To M&A Drafters

In a series of recent rulings, most notably in Kodiak Building Partners, LLC v. Adams, the Delaware Court of Chancery has signalled a robust shift in its enforcement of restrictive covenants tied to business transactions.

United States Commercial

C

Caldwell

Legacy Management – Creating Tailwinds For The Successful Family (Podcast)

Partner Jon Forster and Of Counsel John DeStefano will discuss legacy management and how to optimize client outcomes for successful families by using artificial intelligence...

United States Family

B

BakerHostetler

Europe Proposes Relaxations For Liquidity Buffers Including Securitisation Positions

The European Commission has published a draft Regulation amending Delegated Regulation (EU) 2015/61 on the eligibility conditions for securitisations in the liquidity buffer of credit institutions (the "Draft").

European Union Finance

CW

Cadwalader, Wickersham & Taft LLP

Regulatory Task Force Adopts Asset Adequacy Testing For Asset-intensive Life Reinsurance

United States Insurance

KL

Herbert Smith Freehills Kramer LLP

Why Cities Can't Afford To Wait Any Longer: How To Meet The New Challenges

United States Law Practice

A

Arcadis

Portfolios, Personalities, And Processes: Addressing Five Significant Challenges Faced By Family Offices

United States Commercial

TS

Taft Stettinius & Hollister

SEC Resumes Processing Applications For Swiss Investment Advisers

Worldwide Finance

LS

Lenz & Staehelin

USA - NATIONWIDE: An Introduction To Hedge Funds

United States Finance

SR

Schulte Roth & Zabel LLP

Collaborative Divorce Preserves Wealth In Family Owned Business

United States Family

SD

Schiller DuCanto & Fleck LLP

Estate Planning Amid Market Volatility: Leveraging GRATs

United States Family

HB

Haynes and Boone

Why Cities Can't Afford To Wait: How Cities Can Secure Infrastructure Funding

United States Technology

A

Arcadis

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Why Cities Can't Afford To Wait: Decision-making Is Only Getting More Complex

United States Wealth Mgt

A

Arcadis

Estate Planning Amid Market Volatility: Leveraging GRATs

Among other potential strategies, while the markets remain volatile, if timed right, a short-term grantor retained annuity trust (GRAT) could be an option to pass significant wealth to the next generation.

United States Family

HB

Haynes and Boone

Why Cities Can't Afford To Wait: How Cities Can Secure Infrastructure Funding

In part two of ‘The Infrastructure Imperative' blog series, we will explore the role of data and technology in infrastructure planning, climate change and how to break down silos.

United States Technology

A

Arcadis

Wealth Management Update

The June 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.00%, which is the same as the April 2025 Section 7520 rate.

United States Wealth Mgt

PR

Proskauer Rose LLP

Why Cities Can't Afford To Wait: Decision-making Is Only Getting More Complex

What happens when the infrastructure that powers cities begins to falter? In the first installment of The Infrastructure Imperative blog series...

United States Wealth Mgt

A

Arcadis

John Collins, Zachary Arons Author Lexis+ Practical Guidance Article On Pre-2026 Estate Planning Considerations

United States Wealth Mgt

KM

Katten Muchin Rosenman LLP

Portland Wealth Advisers On Estate Planning Through All Your Decades

An interview with Heather Kmetz and other Portland-based financial experts.

United States Family

SS

Sussman Shank

Unlocking Wealth: Tokenizing Intellectual Property Now

One of the fundamental flaws in traditional IP frameworks is how difficult it is to monetize them. This is natural due to their intangible nature. How can you sell something you can't see? Nevertheless...

United States IP

NP

NovoTech Patent Firm

Alternative Data Poised For More Growth In The Age Of AI: Alternative Data Enters The Age Of AI

Over the last six years, investment management professionals have steadily increased their use of alternative data to improve decision-making, optimize portfolios, improve due diligence, and boost returns.

United States Technology

LS

Lowenstein Sandler

Family Wealth Protection Strategies

Protecting family wealth requires careful planning and the proper legal strategies. Without a structured approach, high-net-worth families and business owners...

United States Wealth Mgt

Seder & Chandler

Staff Cedes Jurisdiction Over Certain Stablecoins

United States Wealth Mgt

KG

K&L Gates LLP

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Think Your Assets Are Untouchable? Here's How Creditors Can Still Get To Them

United States Wealth Mgt

AL

Ayala Law

EU Platform On Sustainable Finance Focuses On Usefulness Of Taxonomy In Response To European Commission Proposal

European Union Finance

PR

Proskauer Rose LLP

Schulte Co-Managing Partners David Efron And Marc Elovitz Speak With The American Lawyer On The Firm's Record-Breaking 2024

United States Commercial

SR

Schulte Roth & Zabel LLP

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

A United States Sovereign Wealth Fund: First Impressions

United States Commercial

GT

Greenberg Traurig, LLP

Asset Management Strategies Amid 2025 Policy Shifts

United States Commercial

MG

MGO CPA LLP

EDGAR Next: The Next Era In Filing

United States Wealth Mgt

KG

K&L Gates LLP

Global Survey Of ESG Regulations For Asset Managers

Worldwide Wealth Mgt

KG

K&L Gates LLP

Asset Management Regulatory Year In Review 2024

Worldwide Wealth Mgt

KG

K&L Gates LLP

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

ASIC Continues Increased Scrutiny Into AFS Licensees For Hire

United States Finance

KG

K&L Gates LLP

Cross-Trading At A Crossroads

United States Finance

W

WilmerHale

Asia Asset Management: 2025 Trends And Key Issues

Worldwide Technology

RG

Ropes & Gray LLP

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Latest Videos

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Piloting Compassion In Caregiving With Jonathan Knaul (Video)

OK

Offit Kurman

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

G.A.M. Law Office

Baker Botts Hosts Interview Of John Arnold On Bloomberg Wealth With David Rubenstein (Video)

BB

Baker Botts LLP

Important Considerations Between Estate Planning & Asset Protection (Video)

BF

Buckley Fine Law

Ten Minute Interview: How To Mitigate Trustee Liability (Video)

FL

Foley & Lardner

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