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We are at the brink of the largest intergenerational wealth transfer in history.

Pryor Cashman client Sound Point Capital Management, LP, entered into an agreement today to acquire Assured Investment Management LLC and certain of its related asset management entities...

The first quarter of 2024 showed a much-welcomed return to profitable growth for many wealth managers. However, to continue to build upon this growth, wealth management leaders...

Trustees are often granted the power to distribute trust property "in the Trustee’s discretion" for a beneficiary’s "general well-being," "best interests," "comfort," or, most commonly, "health, education, maintenance and support."

Financial advisors always warn inexperienced investors of the possibility of stock market volatility, yet when the going gets rough, some react irrationally and begin selling when they should not.

On December 12, 2025, Judge Sherilyn Peace Garnett of the United States District Court for the Central District of California granted in part and denied in part a motion to dismiss...

The Internal Revenue Service (IRS) announced on January 9, 2012 that it has reopened its voluntary disclosure initiative "for the third time", in response to the US government’s continuously widening investigation of foreign banks relating to unreported offshore accounts of US persons.

A recent decision by the Pennsylvania Supreme Court highlights the need for estate planners to consider issues that go beyond estate and gift tax planning when developing and implementing a client’s estate plan.

LEA Technologies deploys autonomous document and data agents that help registered investment advisers eliminate clerical work and deliver clean, structured data into their core systems. The company's solution integrates directly into existing enterprise platforms, enabling firms to automate investment proposals, client onboarding, and financial planning while achieving unprecedented operational scale.

Thinking about buying or selling a business in New York? The process of business acquisitions and sales is both thrilling and complex. Whether you are a seasoned entrepreneur or embarking on a new venture...

Alternative investments in private equity and hedge funds have gained in popularity over the last two decades and have become a regular allocation of many investment portfolios.

If you are reading this today, on April 1, and you have a December 31 fiscal year end, then you have survived your annual Form ADV amendment. Congratulations!

We wanted to remind you of the upcoming deadline for filing the Treasury International Capital Benchmark Form SHL (herein referred to as "Form SHL").

A few years ago we were contacted by the winner of a $10,000,000 Massachusetts Lottery scratch ticket.

Non-charitable private foundations have long been used in civil law jurisdictions as an alternative to the common law ‘trust' to hold wealth for the benefit of a family.

To understand the litigation and regulatory risks that are coming in 2024 for private capital, it is helpful to look back briefly on recent events.

Tapping an IRA, 401(k) plan or other tax-deferred accounts to pay current expenses can derail your retirement savings plan.