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  • Article

    Q&A With Alan Harter, Founder Of Pactolus Private Wealth Management

    Alan Harter is the founder and CEO of Pactolus, a platform dedicated to knowledge-sharing and bespoke solutions tailored for discerning entrepreneurs and their high-net-worth families.
    United StatesWealth Management
    Robins Kaplan LLP
    Robins Kaplan LLP
  • Article

    Estate Planning Update - July 2015

    Have you ever been asked, "are your affairs in order?" Have you wondered what that question really means?
    United StatesFamily and Matrimonial
    Day Pitney LLP
    Day Pitney LLP
Article

Questions And Answers From Our Webinar Window Of Opportunity: The IRS Issues Initial Guidance On Qualified Opportunity Zone Rules

Below are questions submitted by the audience during our webinar Window of Opportunity: The IRS Issues Initial Guidance on Qualified Opportunity Zone Rules.
United StatesFinance and Banking
Mayer Brown
Mayer Brown
  • Article

    SEC And FINRA's Annual Rites – Announcing Their Examination Priorities

    On January 22, 2019, FINRA published its 2019 Risk Monitoring and Examination Priorities Letter.
    United StatesFinance and Banking
    Orrick
    Orrick
  • Article

    Establishing A Family Office: 5 Essential Tips For Getting Started

    For high-net-worth individuals and families, a family office is more than a wealth management structure—it is a strategic vehicle to preserve, grow, and protect generational wealth.
    United StatesWealth Management
    Fennemore Craig, P.C.
    Fennemore Craig, P.C.
  • Article

    How Wealth Advisors Support Your Financial Picture After The Sale Of Your Business

    So, you are contemplating the sale of your business. Maybe you have already made the decision to sell your company and have an offer in hand. While there are probably a certain number of serial entrepreneurs who will do this more than once...
    United StatesWealth Management
    Kaufman Rossin
    Kaufman Rossin
  • Article

    The Donald Sterling Case Provides Valuable Trustee Incapacity Insights

    The dispute between Donald and Shelly Sterling focused on the issue of whether Shelly Sterling followed the steps required in the trust to remove her husband as trustee on the grounds of his incapacity.
    United StatesWealth Management
    Holland & Knight
    Holland & Knight
  • Article

    Duff & Phelps Global Enforcement Review

    There are signs that a new regulatory enforcement landscape is coming into view.
    GlobalFinance and Banking
    Duff and Phelps
    Duff and Phelps
  • Article

    The Retailization Of Private Markets In The US Presents Opportunities For European Managers

    The trend toward widening private market access to retail investors is global, but it presents European managers with particular opportunities to reach investors in the biggest market of all: the United States.
    GlobalFinance and Banking
    Goodwin Procter LLP
    Goodwin Procter LLP
  • Article

    Continuation Vehicles In Private Equity: U.S. Dispute Shines A Spotlight On Process

    Continuation vehicles (CVs) have become a common investment management device in the private equity (PE) toolkit in recent years.
    United StatesCorporate/Commercial Law
    Fasken
    Fasken
  • Article

    Emerging Manager Spotlight: Samuel Loughlin Of Paceline Equity Partners

    The interview below is part of a series from The McGuireWoods Emerging Manager Program featuring impressive emerging managers, as part of our ongoing commitment to the emerging manager community.
    United StatesCorporate/Commercial Law
    McGuireWoods LLP
    McGuireWoods LLP
  • Article

    Key Valuation Issues Impacting Bank Purchase Price Allocations In A Rising Interest Rate Environment

    Explore critical insights on post-acute care integration, bank valuation challenges in rising rate environments, AI security vulnerabilities, trade secret protection gaps, and retail pricing algorithms. Discover how operational readiness, regulatory compliance, and emerging technologies are reshaping healthcare, finance, cybersecurity, and commerce.
    United StatesCorporate/Commercial Law
    Ankura Consulting Group LLC
    Ankura Consulting Group LLC
  • Article

    On Being A Private Trust Company Attorney, An Interview With Richard Johnson

    For over 25 years, large family-owned and closely held businesses, high net worth individuals, family offices, and tax-exempt organizations, have sought out Richard to provide practical tax, business, and estate and trust planning solutions.
    United StatesCorporate/Commercial Law
    Waller Lansden Dortch & Davis
    Waller Lansden Dortch & Davis
  • Article

    SEC Issues No-Action Relief Increasing Flexibility For Certain In-Person Director Voting Requirements

    On February 28, 2019, the staff of the Division of Investment Management (the "Staff") of the Securities and Exchange Commission (the "SEC") issued a no-action letter.
    United StatesCorporate/Commercial Law
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    Examiner Who Failed to Disclose Fee Arrangement Forced to Disgorge Compensation

    Bankruptcies are often zero-sum games in which every dollar recovered by one creditor amounts to a dollar lost by another creditor.
    United StatesEnergy and Natural Resources
    Jones Day
    Jones Day
  • Article

    Wealth Management Update

    November 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts AFRs
    United StatesFamily and Matrimonial
    Proskauer Rose LLP
    Proskauer Rose LLP
  • Article

    A Game Plan For Success: Basic Estate Planning For Student-Athletes

    A new era for student-athletes continues to take shape. Historically, student-athletes have generally been unable to monetize their athletic careers until post-college due to NCAA amateurism rules...
    United StatesFamily and Matrimonial
    Holland & Knight
    Holland & Knight
  • Article

    Planning With Family Limited Partnerships

    "Our Constitution is in actual operation; everything appears to promise that it will last; but in this world nothing is certain but death and taxes." Benjamin Franklin, 1789. In truth, one aspect of the wonderful world of taxation—that of death taxes—is far from settled.
    United StatesFamily and Matrimonial
    Hodgson Russ LLP
    Hodgson Russ LLP
  • Article

    Diversify Your Assets

    Light is a mjxture of individual colors each of which cannot be perceived by the human eye, but together ...
    United StatesFinance and Banking
    Lowndes
    Lowndes
  • Article

    The Historical Development and Application of Trusts

    There is a popular saying regarding Trusts which is that "the limit of trusts is the imagination", given its known flexibility and application in terms of contracts and its success, brought about by the practical experience obtained from its development throughout history.
    United StatesFinance and Banking
    LPS&C
    LPS&C
  • Showing 821–840 of 1292 results

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