Mondaq USA: Wealth Management > Wealth & Asset Management
GuernseyFinance
The total value of funds business in Guernsey is at a five-year high following a predicted rise in net asset value in Q2 2018, according to the latest figures from the Guernsey Financial Services Commission.
GuernseyFinance
Guernsey's new Green Fund offering investors certified environmentally-friendly opportunities is a welcome innovation that creates another clear differentiator for the jurisdiction...
GuernseyFinance
Guernsey has received an overall rating of ‘Compliant' from the OECD's Global Forum on Transparency and Exchange of Information for Tax Purposes.
GuernseyFinance
Guernsey has launched a world-first regulated green fund product.
GuernseyFinance
Guernsey's status as a mature jurisdiction and its strong record and clear position on the transparency of beneficial ownership has been set out by its Chief Minister.
GuernseyFinance
The Commission approved 16 new investment funds during Q1, 10 closed-ended, two open-ended and four non-Guernsey schemes.
Asit Mehta & Associates
AMIL provides both personal and business loans.
Withers LLP
Retired basketball star Kevin Garnett is suing his accountant, Michael Wertheim, alleging that he helped wealth manager Charles Banks IV steal $77 million from Garnett.
Troutman Sanders LLP
On August 31, 2018, the Federal Energy Regulatory Commission ("Commission") issued an order ("August 31 Order")
Holland & Knight
A recent New York County Surrogate's Court case, Matter of the Estate of Durcan, highlights the importance of properly completing beneficiary designation forms for retirement accounts, even when one has already completed them at a prior custodian.
Womble Bond Dickinson
We are on the cusp of a revolution. While wealth managers have used computers to streamline complex analysis and to simplify customer service, the next wave of computational tools is already upon us.
Sheppard Mullin Richter & Hampton
As a battle rages on in Nanterre, west of Paris, over the estate of Johnny Hallyday, who is best known as the "French Elvis", and spills out across the pages of the tabloid press in France,
Ropes & Gray LLP
On August 9, 2018, the National Futures Association ("NFA") announced that, effective October 31, 2018, NFA members are required to make additional disclosures in connection with their virtual currency activities ...
Day Pitney LLP
We continue to digest and act on the changes to federal tax law that were passed late last year. In a sense, the changes to the federal gift and estate tax just continue a trend of increasing exemptions that started 20 years ago.
Duff and Phelps
As many of you may already be experiencing, the ability to transact secondary deals in the U.S. has become much more complicated since the U.S. tax code overhaul.
Proskauer Rose LLP
July Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-family Loans and Split Interest Charitable Trusts (Rev. Rul. 2018-16)
Proskauer Rose LLP
These same rates are used in connection with sales to defective grantor trusts.
Duff and Phelps
Estimating cost of capital requires matching risk of the subject business with the appropriate return.
Ropes & Gray LLP
President Trump signed the Economic Growth, Regulatory Relief, and Consumer Protection Act (the "Growth Act") into law on May 24, 2018.
TMF Group
As increasing transparency and concern over reputational issues cause a drop in the popularity of offshore structures, onshore structures are becoming more attractively competitive.
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Matson Driscoll & Damico
In my previous article, I discussed the critical need for business owners to have their business valued by a professional appraiser.
TMF Group
As increasing transparency and concern over reputational issues cause a drop in the popularity of offshore structures, onshore structures are becoming more attractively competitive.
Sheppard Mullin Richter & Hampton
As a battle rages on in Nanterre, west of Paris, over the estate of Johnny Hallyday, who is best known as the "French Elvis", and spills out across the pages of the tabloid press in France,
Troutman Sanders LLP
On August 31, 2018, the Federal Energy Regulatory Commission ("Commission") issued an order ("August 31 Order")
Holland & Knight
A recent New York County Surrogate's Court case, Matter of the Estate of Durcan, highlights the importance of properly completing beneficiary designation forms for retirement accounts, even when one has already completed them at a prior custodian.
Womble Bond Dickinson
We are on the cusp of a revolution. While wealth managers have used computers to streamline complex analysis and to simplify customer service, the next wave of computational tools is already upon us.
Asit Mehta & Associates
Since the original BRIC reports came out in the early 2000s, global economists, banks and governments have watched the BRIC economies with interest.
GuernseyFinance
Guernsey's new Green Fund offering investors certified environmentally-friendly opportunities is a welcome innovation that creates another clear differentiator for the jurisdiction...
GuernseyFinance
Guernsey has received an overall rating of ‘Compliant' from the OECD's Global Forum on Transparency and Exchange of Information for Tax Purposes.
Asit Mehta & Associates
AMIL provides both personal and business loans.
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