Webinar: Search & Rescue: Asset Tracing & Recovery Investigations

As the Silent Generation and Baby Boomers prepare to transfer an estimated $84-90 trillion in wealth over the next two decades, families face critical decisions about estate planning, tax strategies, and asset protection. This comprehensive analysis explores how changing tax laws, evolving family structures, and complex asset portfolios require thoughtful planning to preserve wealth across generations while avoiding unnecessary taxes, legal disputes, and family conflicts.

High-net-worth individuals and private equity investors increasingly explore offshore trusts as sophisticated wealth planning tools that may provide enhanced asset protection, investment management flexibility, and multigenerational wealth preservation. Understanding the strategic benefits, tax implications, and compliance requirements of these complex structures is essential for entrepreneurs, executives, and families seeking to protect significant holdings while maintaining appropriate control and meeting

The SEC named Adam S. Aderton as the new co-chief of the Asset Management Unit's Enforcement Division. Mr. Aderton, who replaces Anthony Kelly, will share the position with Dabney O'Riordan.

Selling your business can be one of the most significant financial events in your life. While the sale price and deal terms often take center stage, it's the pre-sale planning...

Florida has enacted significant statutory changes affecting trust administration, probate procedures, and business entity formation. These reforms introduce streamlined nonjudicial processes for trustee discharge, expand access to simplified probate administration, and establish a new framework for protected series LLCs that offers enhanced asset protection and operational flexibility for estate planners and business owners.

Sound Point Capital, an alternative asset management firm, recently acquired the direct lending firm of CVC Credit. Sound Point Capital was represented by a Pryor Cashman team led by Bertrand Fry with Ethan Lankri.

On 31 October 2025, the Financial Conduct Authority (FCA) published the outcome of a multi-firm review into consolidation across the financial advice and wealth management sector.