United States: Wealth & Asset Management

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...

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.

Max Schneberger discusses how recent changes from the One Big Beautiful Bill Act (OBBBA) have created expanded trust planning opportunities for individuals and families in the July issue of Lake Country Living.

Taken together, these developments reinforce that tax changes are not occurring in isolation. As governments continue to revise their tax frameworks, businesses and individuals alike are seeking coordinated cross-border advice to assess both risk and opportunity.

You may think you know what it means – and what it takes – to be a Trustee, but what does the role really entail?

Matt Sgrignari, Ankura Performance Improvement expert, unpacks how organizations can drive sustainable revenue in today’s turbulent financial climate.

A recent CNBC Make It article highlighted six smart money questions a divorce attorney suggests asking early in a relationship, not to interrogate on the first date...

Gain insights into how high‑net‑worth families are leveraging Private Placement Life Insurance (PPLI) in their long‑term planning strategies in the latest episode of Future Focused: Sophisticated Estate Planning.

As the family office principal, you likely do not live in the weeds of fund documents. However, you do need clarity on the handful of issues that most directly affect your wealth, influence, and legacy.