Topic
Wealth Management
201 published works
Sports Law Expert
Sports Law Expert Podcast Features Allen Schreiber of TSG Wealth Management as a Guest
By Holt Hackney
Hackney Publications announced today the availability of a recent interview with the Allen Schreiber of TSG Wealth Management on the Sports Law Expert Podcast.The segment, which features a free-flowing and…
Dentons Insights
Inherit, Sell, or Diversify: The New Decisions Facing Family Businesses
By Dentons
Costa Rica: Family-owned businesses have played a leading role in Central America’s economic development for generations. Today, many are facing decisions that could redefine not only the future of their…
McCarter & English, LLP
Making Inflexible Trusts Flexible: The Modification, Division, Termination and Decanting of Irrevocable Trusts
Tim Ferges returns to the Ultra-High Net Worth Planning Forum, hosted by the New Jersey Institute for Continuing Legal Education, for its fourth annual program in New Brunswick, New Jersey.…
Warner Norcross + Judd LLP
Warner Represents Compass Advisors and Long Island Wealth Management in Sale to CAPTRUST
Warner Norcross + Judd LLP represented Compass Advisors and Long Island Wealth Management in their sale to CAPTRUST Financial Advisors. Based in Melville, New York, Compass Advisors and Long Island…
Wills, Trusts & Estates Prof Blog
The 94-Year-Old Restaurant Supply Tycoon Building One of the Biggest Family Offices
By Teddy Groce
The Kirsh family is building out what is expected to be one of the largest family offices created in recent years after its patriarch, Nathan Kirsh, sold his restaurant supply…
Wills, Trusts & Estates Prof Blog
Call for Papers: Modern Studies in the Law of Trusts, Wealth Management & Philanthropy 2027
We are pleased to announce that the seventh Modern Studies in the Law of Trusts, Wealth Management & Philanthropy 2027 conference will be held at Monash Malaysia on 20-21 July…
Wills, Trusts & Estates Prof Blog
The Bay Area may be the world’s hottest wealth market. Banks are racing to cash in
By Teddy Groce
San Francisco’s finance sector is long past the glory days of “Wall Street West,” when it was the dominant industry in a rising metropolis built from the gold rush, but the…
Sports Law Expert
Boomer Esiason to Headline AdvisorHub Summit in New York
By Holt Hackney
By holt HackneyFormer NFL quarterback and league MVP Boomer Esiason will be among the featured speakers at AdvisorHub’s 2026 Advisors to Watch Summit, scheduled for Oct. 21 at 583 Park…
Wills, Trusts & Estates Prof Blog
Philanthropy leader at Warren Buffett and Bill Gates’ Giving Pledge says children of billionaires are pushing them to give their wealth away faster
By Teddy Groce
According to a report from the Milken Institute about the shifting dynamics of philanthropy, the tension is setting the stage for a “reckoning” in the sector as younger generations gain…
Wills, Trusts & Estates Prof Blog
‘A Roth IRA on Steroids’: Wealthy Americans Find Another Tax-Free Way to Invest
By Teddy Groce
Against the backdrop of a yearslong bull market, many high-net-worth individuals have shifted their focus to asset location, that being the most advantageous place to put an investment. That can…