Current filters:  
USA
Wealth Mgt
United States
WilmerHale
Partners Brian Mahanna, Tiffany J. Smith and Zachary Goldman, Senior Counsel Eric Lesser, Counsel Isabel Dai, and Senior Associate Zachary Kessler penned an article for The Investment Lawyer...
Axinn Veltrop & Harkrider
Each January, the Federal Trade Commission announces the new thresholds for pre-merger notifications under the HSR Act, which are updated each year based on changes in the gross national product.
Proskauer Rose LLP
The September 2023 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5%, which was the same as the August 2023 rate.
Ropes & Gray LLP
In its August 25, 2023 decision in Robinhood Financial LLC vs. Galvin, the Massachusetts Supreme Judicial Court (the "SJC") reversed a trial court's decision and validated a 2020...
ORBA
When it comes to financial planning, married couples enjoy certain advantages. For example, if they divorce and have not entered into a prenuptial agreement...
Ropes & Gray LLP
The SEC adopted its much anticipated private fund reforms on August 23, 2023. These reforms include several quarterly reporting requirements with respect to performance and fees and expenses...
Foley & Lardner
Below, we summarize the Rules as adopted and note the key areas of modification from the SEC's original proposal.
Ropes & Gray LLP
Flipping the script on the notion of offering an ETF share class of a mutual fund, F/m Investments LLC ("F/m") this week filed an application ("Application") with the SEC...
Gallet Dreyer & Berkey
Forget location, location, location. Parents leaving a treasured holiday home to kids and grandkids have three more important things to worry about if they hope to avoid years of family in-fighting and legal battles.
Romano Law
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...
Cadwalader, Wickersham & Taft LLP
An investment management firm founded and owned by legendary investor (and New York Mets owner) Steve Cohen on August 11 filed a petition in Tax Court contesting an IRS audit adjustment...
Ropes & Gray LLP
The following summarizes recent legal developments of note affecting the mutual fund/investment management industry.
Greenberg Glusker Fields Claman & Machtinger
The role of the family office continues to evolve to meet the changing needs of high-net-worth and ultra-high-net-worth (UHNW) families who are increasingly...
Proskauer Rose LLP
The August 2023 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5%, an increase from the July 2023 rate of 4.6%.
Tannenbaum Helpern Syracuse & Hirschtritt LLP
Sustainability factors have become an increasingly important element in investment decision-making. While certain portfolio companies...
Katten Muchin Rosenman LLP
As a family business owner, are you missing out on valuable estate and wealth transfer planning opportunities or jeopardizing your current plan altogether?
Ropes & Gray LLP
We are pleased to announce that Ropes & Gray LLP has formed a dedicated asset management M&A team, co-chaired by Ariel Deckelbaum, Scott Abramowitz and Greg Davis...
Ropes & Gray LLP
On this Ropes & Gray podcast, asset management attorneys Melissa Bender and Charlie Humphreville discuss the SEC's proposed amendments to Rule 206(4)-2 under the Investment Advisers Act of 1940...
Ropes & Gray LLP
Over the last year-plus, there has been a growing anti-ESG movement in the United States. Most of the focus has been on asset managers. As the leading asset management practice...
Ropes & Gray LLP
The following summarizes recent legal developments of note affecting the mutual fund/investment management industry.
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
Mondaq Social Media