North America: Wealth 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.

EU-U.S. Asset Management Insights, Live From Luxembourg (Podcast)

From regulatory shifts and fundraising trends to retail investment access and cross-border engagement, Elaine shares expert insights on how U.S. managers are increasingly embracing European markets, and vice versa.

Worldwide Wealth Mgt

AO

A&O Shearman

Cayman Islands Foundation Companies: A Versatile Tool For Private Wealth Structuring, Estate Planning, And Web3 Innovation

The Cayman Islands foundation company is emerging as a powerful and adaptable private wealth structure. This article explores the key features of Cayman foundation companies...

Cayman Islands Wealth Mgt

CC

Collas Crill

Fully Invested: The Rise Of CITs – Why They're A Compelling Path For Asset Managers Entering The 401(k) Plan And Retail Markets (Podcast)

On this episode of Fully Invested, asset management partners, Eric Requenez and Jessica Reece, along with Josh Lichtenstein, a benefits partner and head of the ERISA fiduciary practice...

United States Wealth Mgt

RG

Ropes & Gray LLP

The Key To Succession Planning In The United States: A Revocable Trust

Succession planning is essential for financial stability and smooth wealth transition across generations.

United States Wealth Mgt

GGI Global Alliance

How Much To Say And When: A Growing Contradiction For Trustees And Advisors In United States Nextgen Trust Planning

United States Wealth Mgt

GG

Greenberg Glusker Fields Claman & Machtinger

Zimmerman v. Mcmichael Estate: Why Executors Must Keep Good Records

Canada Wealth Mgt

CM

Casey & Moss LLP

Delaware Law Provides Asset Protection Structure

United States Wealth Mgt

GG

Greenberg Glusker Fields Claman & Machtinger

Avoid Generalizations In Working With NextGens

United States Wealth Mgt

GG

Greenberg Glusker Fields Claman & Machtinger

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Endowment Tax Changes: Secondaries Market Implications In 2025 And Beyond

United States Wealth Mgt

RG

Ropes & Gray LLP

Meeting The AI Moment In Asset Management: An Agenda For Industry Lawyers

United States Wealth Mgt

RG

Ropes & Gray LLP

Pryor Cashman Representing Spring Mountain Capital In Asset Acquisition By Stifel

United States Wealth Mgt

PC

Pryor Cashman LLP

Leveraging Success With Sophisticated Financing Strategies

United States Wealth Mgt

D

Dechert

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

[PODCAST] Utilizing Co-Mediation - Bringing Together Multiple Perspectives To Reach Effective Settlements

United States Litigation

J

JAMS

From Conflict To Clarity: Why The ADR Experience Matters In Successful Resolution

United States Litigation

J

JAMS

AMTL's AICP Files Second Case Against TSMC, Its Advanced Memory Amends Against SK Hynix

United States IP

RC

RPX Corporation

Banking Industry Outlook: U.S. Banking M&A Surge Arrives In Q3

United States Compliance

AC

Ankura Consulting Group LLC

USCIS Announces Changes To The Naturalization Test

United States Immigration

Gs

Green and Spiegel

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Wealth & Asset Management

EU-U.S. Asset Management Insights, Live From Luxembourg (Podcast)

From regulatory shifts and fundraising trends to retail investment access and cross-border engagement, Elaine shares expert insights on how U.S. managers are increasingly embracing European markets, and vice versa.

Worldwide Wealth Mgt

AO

A&O Shearman

Regulatory Compliance In Leveraged ETF Sales Practices

The Wall Street Journal reported last week that "Popular Leveraged Funds Shock Investors With Huge Losses." It is important to understand how to offer such instruments consistent with regulatory expectations.

United States Finance

KM

Katten Muchin Rosenman LLP

Non-Financial Misconduct Miniseries: Episode 1 - Navigating the FCA's Regulatory Framework (Podcast)

In the inaugural episode of Ropes & Gray's Non-Financial Misconduct four-part miniseries, Amanda Raad, co-chair of the firm's global anti-corruption & international risk practice, is joined by asset management partner...

United States Criminal

RG

Ropes & Gray LLP

Alternative Asset Managers In The Quest For Capital: Attracting Canadian Retail Investors Through Mutual Fund Trusts

Canada Commercial

TL

Torys LLP

Serving As Personal Representative Of An Estate? A Quick Guide To The Estate Administration Process

United States Family

RM

Rich May

Seeing Red Flags In Tricolor: A Colorful Lesson On Collateral Interests

United States Insolvency

CW

Cadwalader, Wickersham & Taft LLP

2025 Emerging Manager Forum

United States Commercial

KG

K&L Gates LLP

Cayman Islands Reform: Perpetual Trusts — A Strategic Opportunity For Middle Eastern Families

Cayman Islands Commercial

C

Conyers

Trends In Private Credit Fund Structuring 2025

Worldwide Finance

D

Dechert

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Offshore Financial Centres

DOI Announces Plans To Revise BOEM Rule Requiring Additional Bonding

The US Department of the Interior (DOI) has announced plans to revise the Bureau of Ocean Energy Management's (BOEM) 2024 Risk Management and Financial Assurance Rule for offshore oil and gas operations.

United States Energy

JW

Jones Walker

British Virgin Islands: Special Purpose Vehicles For Luxury Assets

For family offices, high-net-worth individuals (HNWI) and ultra-high-net-worth individuals (UHNWI) considering the purchase of luxury assets (in particular yachts...

European Union Wealth Mgt

C

Conyers

Shifting Sands: The Future Of Offshore Regulatory Disputes (Part 1)

As an evolving area of commercial disputes in the Cayman Islands, global enforcement trends provide us with valuable insight into the types of regulatory proceedings on the horizon for offshore jurisdictions.

Cayman Islands Wealth Mgt

C

Conyers

Legal Update: New British Virgin Islands Laws For Virtual Asset Service Providers

United States Finance

S

Sterlington PLLC

Kroll Expands Global Restructuring Team With Addition Of Angela Barkhouse As Head Of Offshore Restructuring Business

Cayman Islands Insolvency

KH

Kroll

The Role Of Offshore Financial Centres In Global Private Credit – What Makes The Offshore World So Appealing For Private Lenders And Borrowers?

British Virgin Islands Wealth Mgt

H

Harneys

Cayman's Special Economic Zones: An Engine For Creating A Sustainable Economy

Cayman Islands Strategy

CE

Cayman Enterprise City

Cayman Islands vs Dubai: Optimal Offshore Business Locations Compared

Cayman Islands Strategy

CE

Cayman Enterprise City

Do UK Individuals Who Transfer Assets To Jamaica Take A Tax Risk?

P

ParrisWhittaker

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Offshore Banking

Managing The Property And Affairs Of Incapacitated Persons In The British Virgin Islands

In the complex world of offshore asset management, ensuring the security of one's interests becomes even more critical when the owner is incapacitated.

British Virgin Islands Wealth Mgt

CO

Carey Olsen

Do UK Individuals Who Transfer Assets To Jamaica Take A Tax Risk?

Are individual shareholders ‘transferors' for the purposes of the UK's transfer of assets abroad regime?

P

ParrisWhittaker

The British Virgin Islands Is To Create A Public Register Of Company Ownership

The UK government has welcomed the Bri6sh Virgin Islands' commitment to crea6ng a publiclyaccessible register of company ownership by 2023.

British Virgin Islands Criminal

RR

Rahman Ravelli Solicitors

Yet Another Shell Bank

Antigua and Barbuda Wealth Mgt

IM

Information Management Solutions Limited

Register Of Beneficial Ownership Act "A New Day For Beneficial Owners"

Bahamas Wealth Mgt

LP

Lennox Paton

Paradise Papers, New VDP Not Government's Panacea In 2019

TL

KPK Law LLP

Economic Substance Requirements In Bermuda

Bermuda Wealth Mgt

A

Appleby

World Bank - ANOTHER Venue For Sanctions

Antigua and Barbuda Wealth Mgt

IM

Information Management Solutions Limited

ILS In The Cayman Islands (2017)

Cayman Islands Wealth Mgt

MG

Maples Group

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Offshore Company Formation

What Are The Cayman Islands Special Economic Zones?

Setting up an offshore business requires careful planning and consideration. One key aspect to understand is how special economic zones (SEZs) in the Cayman Islands can support your business growth and help establish an international presence

Cayman Islands Strategy

CE

Cayman Enterprise City

Cayman's Special Economic Zones: An Engine For Creating A Sustainable Economy

From driving international trade and global value chains to promoting sustainability, entrepreneurship, and innovation, special economic zones (SEZs) have emerged as pivotal players...

Cayman Islands Strategy

CE

Cayman Enterprise City

Cayman Islands vs Dubai: Optimal Offshore Business Locations Compared

Both the Cayman Islands and Dubai have great appeal for businesses exploring offshore locations. Companies operating in IT, shipping, commodities, and technology can find distinct advantages in both locations.

Cayman Islands Strategy

CE

Cayman Enterprise City

Do UK Individuals Who Transfer Assets To Jamaica Take A Tax Risk?

P

ParrisWhittaker

Registration Of A Foreign Company In The Cayman Islands

Cayman Islands Commercial

SH

Stuarts Law

Find A Reliable Company Formation Agent In Mexico

Mexico Commercial

BL

Biz Latin Hub Group

Essential Guide To Incorporate A Company In El Salvador

El Salvador Commercial

BL

Biz Latin Hub Group

What Are The Cayman Islands Special Economic Zones?

Cayman Islands Government

CE

Cayman Enterprise City

Recent Regulatory Changes Affecting Companies And Limited Liability Companies

Cayman Islands Commercial

C

Conyers

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Latest Videos

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Global Dreams: Tax, Legal And Financial Considerations For Life Abroad (Video)

GW

Gowling WLG

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

G.A.M. Law Office

Conservatorship, Guardianship Or Powers Of Attorney? (Video)

JK

Jones & Keller PC

Collaborative Wealth Transition Planning - Achieving Exceptional Outcomes For Your Family Part 2 (Video)

MP

Moodys Private Client Law LLP

Duff & Phelps Launches The Cost Of Capital Navigator

Da

Duff and Phelps

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