Current filters:  
USA
Wealth Mgt
European Union
Ropes & Gray LLP
Welcome to the first Ropes & Gray European regulatory podcast for asset managers.
United States
Proskauer Rose LLP
Important federal interest rates continue to hold relatively steady. The October Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 0.4%, which is...
Withers LLP
Architects of large family enterprises may be tempted by the simplicity and clarity of focusing exclusively on tax efficiency, but at what cost?
Ropes & Gray LLP
In this Ropes & Gray podcast, asset management partner Jason Kolman and counsel Jessica Marlin discuss the reasons for the increase in credit managers offering both open- ...
Ropes & Gray LLP
On August 26, 2020, the SEC adopted amendments to expand the definition of "accredited investor."
Proskauer Rose LLP
The September Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 0.4%, which is identical to the August rate.
Ropes & Gray LLP
In this Ropes & Gray podcast, asset management partners Melissa Bender and Isabel Dische discuss a subset of impact investing – gender-lens investing.
Vistra
Client profile: A family running a leading enterprise IT platform company in India, looking to expand their business internationally.
Cadwalader, Wickersham & Taft LLP
At an Asset Management Advisory Committee meeting, SEC officials considered issues relating to (i) diversity and inclusion and (ii) technology and data privacy in the asset management industry.
Mayer Brown
In a recent speech, SEC Commissioner Roisman shared his own views regarding ESG disclosures.
Vistra
Client profile: Three high-net-worth entrepreneurs from the Arabian Gulf, wanting to expand into an overseas market in the hospitality sector through a joint venture
Jones Day
The GHW consists of a specialized, experienced group of examiners solely focused on conducting audits of high-income/high-wealth taxpayers and their affiliates.
Thompson Coburn LLP
In Zieve, Brodnax & Steele, LLP v. Dhindsa, the California Court of Appeal held a California statute that establishes the priority of payment of proceeds from a nonjudicial foreclosure sale does...
WilmerHale
On 8 April 2020 the NCA suffered its first setback in using Unexplained Wealth Orders (‘UWOs'). The Respondents in NCA v Baker successfully applied to discharge UWOs relating to three properties
Vistra
With international commerce and opportunities expanding rapidly across Asia, the largest increase in wealth creation has been seen in the region.
Ropes & Gray LLP
In this Ropes & Gray podcast, asset management partners Isabel Dische and Melissa Bender discuss how the COVID-19 pandemic offers an opportunity for asset managers to evaluate how their portfolio companies are managing ...
Ropes & Gray LLP
Hello, and thank you for joining us today on this Ropes & Gray podcast, the latest in our series of podcasts and webinars focused on topics of interest for asset managers and institutional investors.
Proskauer Rose LLP
May 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts AFRs
Worldwide
Mayer Brown
Growing interest in sustainability topics and the concept of "stakeholder capitalism" is fuelling attention to human rights issues from regulators and market participants around the world.
Vistra
Our ultra-high net worth individual (UHNWI) clients are often referred to us by Vistra's network of tax lawyers or asset managers.
FREE News Alerts
Sign Up for our free News Alerts - All the latest articles on your chosen topics condensed into a free bi-weekly email.
Popular Contributors
Upcoming Events
Tools
Font Size:
Translation
Mondaq Social Media