United States: Wealth & Asset Management

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...

For high-net-worth individuals and families, a family office is more than a wealth management structure—it is a strategic vehicle to preserve, grow, and protect generational wealth.

There were winners and losers in H.R. 1 of the 119th Congress, also known as the One Big Beautiful Bill (OBBB). Founders of and investors in small businesses will be winners...

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.

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.

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.

On February 3, 2025, President Donald Trump issued Executive Order 14196 (the "EO") directing the Secretary of the Treasury and the Secretary of Commerce, in coordination with the Assistant to the President for Economic Policy, to develop a plan for the establishment of a United States sovereign wealth fund.

As 2025 unfolds, asset managers are adapting to the new administration's policy shifts and preparing for potential changes in tax regulations, federal oversight, and economic conditions.

On 27 September 2024, the Securities and Exchange Commission (SEC) adopted "EDGAR Next," a collection of rule and form amendments intended to improve access to, and management of, accounts on the SEC's filing portal, the Electronic Data Gathering, Analysis, and Retrieval system, or "EDGAR."