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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.

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

Private Markets’ Retail Opportunity

Retail investors represent an exciting new source of capital for private assets managers to support broader market participation and growth.

United States Wealth Mgt

MG

Maples Group

Canadian-Australian Pension Funds Investment Initiative: Cross-investment To Strengthen A Natural Partnership

The Canadian-Australian Pension Funds Investment Initiative establishes a groundbreaking framework for cross-border pension fund investment between two of the world's most sophisticated pension markets. This analysis examines the policy barriers, regulatory considerations, and opportunities for deploying long-term infrastructure capital across both jurisdictions, including asset recycling strategies and sectoral dimensions.

Canada Wealth Mgt

D

Dentons Canada LLP

Putting The Gratitude In GRATs—Understanding The Financial Planning And Psychological Effects Of This And Other Tax Saving Ideas (Podcast)

In this episode of Splitting Heirs, host Warren K. Racusin invites Lowenstein partner Michael N. Gooen and Dr. Paul Hokemeyer, the founding principal of Drayson Mews

United States Wealth Mgt

LS

Lowenstein Sandler

Ten Minute Interview: Protective Trusts (Video)

United States Wealth Mgt

FL

Foley & Lardner

BVI Private Wealth Solutions For Latin American High-net-worth Families

British Virgin Islands Wealth Mgt

CC

Collas Crill

Valuation At The Top: Strategic Insights For Ultra-High-Net-Worth Individuals And Estates

United States Wealth Mgt

IG

IR Global

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Cayman Islands Reserved Powers Trusts: A Sophisticated Approach To Integrating Wealth Preservation And Strategic Influence

Cayman Islands Wealth Mgt

CC

Collas Crill

Three Wealth Transfer Strategies Every Business Owner Needs To Know

United States Wealth Mgt

KM

Katten Muchin Rosenman LLP

APAC Monthly Private Wealth Legal Developments - February 2026

Worldwide Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

Wealth Management Update

United States Wealth Mgt

PR

Proskauer Rose LLP

Faits récents touchant la segmentation de valeurs mobilières en unités au Canada

Canada Wealth Mgt

BC

Blake, Cassels & Graydon LLP

The GP Stake: A Lever For Acceleration That Is Gaining Momentum

United States Wealth Mgt

SR

McDermott Will & Schulte

UPC Central Division Revokes Patent Covering Covid-19 Treatment Remdesivir

United States IP

FH

Finnegan, Henderson, Farabow, Garrett & Dunner, LLP

Tennessee Limits Non-Compete Agreements With Lower Compensated Employees While Presuming That Restrictive Covenants Of Up To Two Years Are Reasonable In Duration

United States Employment

CL

Carter Ledyard & Milburn

AI Notetakers: Productivity Tool Or Emerging Legal Risk?

United States Technology

MB

Mayer Brown

Orders Enforcing Agreements To Arbitrate—Final Or Not?

United States Litigation

DW

Dickinson Wright PLLC

New Laws Are Changing Connecticut Employers’ Pay, Accommodation, AI Obligations In ’26/27

United States Employment

JL

Jackson Lewis P.C.

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Offshore Banking

BVI Private Wealth Solutions For Latin American High-net-worth Families

The British Virgin Islands has emerged as a premier offshore jurisdiction for Latin American high-net-worth families seeking sophisticated wealth preservation and succession planning solutions.

British Virgin Islands Wealth Mgt

CC

Collas Crill

Cryptocurrency And Blockchain In The Cayman Islands (Video)

The Cayman Islands has emerged as a premier jurisdiction for cryptocurrency funds, Web3 projects, and blockchain companies, offering an attractive regulatory framework for digital asset ventures.

Cayman Islands Technology

SH

Stuarts Law

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?

P

ParrisWhittaker

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

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

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Offshore Financial Centres

Panama Papers 10th Anniversary: U.S. Tax Implications, IRS Results & Compliance Lessons For American Taxpayers

April 2026 marks the 10th anniversary of the Panama Papers, one of the largest data leaks in history. The leak exposed how wealthy individuals and entities used offshore shell companies, trusts, and other structures for secrecy, tax planning, and potential IRS tax evasion.

United States Tax

RS

Rotfleisch & Samulovitch P.C.

Cryptocurrency And Blockchain In The Cayman Islands (Video)

The Cayman Islands has emerged as a premier jurisdiction for cryptocurrency funds, Web3 projects, and blockchain companies, offering an attractive regulatory framework for digital asset ventures.

Cayman Islands Technology

SH

Stuarts Law

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

European Union Wealth Mgt

C

Conyers

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

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

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Offshore Company Formation

BVI Private Wealth Solutions For Latin American High-net-worth Families

The British Virgin Islands has emerged as a premier offshore jurisdiction for Latin American high-net-worth families seeking sophisticated wealth preservation and succession planning solutions.

British Virgin Islands Wealth Mgt

CC

Collas Crill

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

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

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Wealth & Asset Management

SEC Watch: Monthly Takeaways For Asset Managers - June 2026

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.

United States Finance

ST

Simpson Thacher & Bartlett

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

Global Survey Of ESG Regulations For Asset Managers

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...

Worldwide Finance

KG

K&L Gates LLP

Max Schneberger Highlights Impact Of OBBBA In Trust Planning In Lake Country Living

United States Tax

RB

Reinhart Boerner Van Deuren s.c.

Wealth Tax Watch: New York's Pied-à-Terre Tax Clears Final Legislative Hurdle — What Property Owners And Planners Need To Know

United States Tax

FL

Foley & Lardner

Private Markets’ Retail Opportunity

United States Wealth Mgt

MG

Maples Group

Canadian-Australian Pension Funds Investment Initiative: Cross-investment To Strengthen A Natural Partnership

Canada Wealth Mgt

D

Dentons Canada LLP

Everything You Need To Know About Your 401(k) In One Video | ERISA Attorney Charles Field (Video)

United States Employment

SH

Sanford Heisler Sharp McKnight

Cost Segregation Studies For DST Investments: What Investors Need To Know

United States Tax

MG

MGO CPA LLP

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Latest Videos

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Ten Minute Interview: Protective Trusts (Video)

FL

Foley & Lardner

Bahamas Global Wealth Summit 2025 Recap (Video)

BF

Bahamas Financial Services Board

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

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