United States: Wealth & Asset Management

In sophisticated wealth planning that addresses a comprehensive approach to financial and administrative matters, families devote enormous attention to tax efficiency, investment strategy, succession, and fiduciary...

Family offices face evolving challenges as wealth grows and generations transition, from governance gaps and siloed advisors to succession planning delays and operational vulnerabilities. Proactive strategies around talent development, technology implementation, risk management, and next-generation engagement can strengthen foundations and support long-term legacy preservation.

IRA account holders typically designate individuals as beneficiaries who will inherit the account upon the account holder’s death – such as “all to spouse” or “in equal shares to children.”

The SEC rescinded Rule 202.5(e), which had codified the SEC rule requiring settling parties to agree that they would not publicly deny the SEC’s allegations. The change brings the SEC in line with the majority of federal agencies, including the CFTC which announced a similar change in early June. New language reflecting the change is already appearing in SEC orders.

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.

Asset managers (i.e., investment advisers) offering funds in more than one country are accustomed to adapting to different regulatory requirements. However, the challenges presented by the global regulation...

Private fund strategies are migrating from institutional investors to retail vehicles like BDCs, interval funds, and tender offer funds, raising critical questions about liquidity mechanics, valuation governance, and regulatory oversight.

Jennifer D'Amato explores the critical techniques and strategies available under Wisconsin law for post-death estate administration, examining how legal professionals can help families minimize costs, delays, and conflicts during the probate process. The article provides practical guidance on navigating the various administration options available in Wisconsin's aging population landscape.

Tokenization is transforming institutional markets by converting ownership rights in real-world assets into digital tokens recorded on blockchain infrastructure.