Topic
Wealth Management
201 published works
Wills, Trusts & Estates Prof Blog
A Hedge-Fund Titan’s Divorce Is Putting Wall Street’s Staggering Wealth on Public View
By Teddy Groce
When John Overdeck took the stand as a witness, he didn’t flinch when he mentioned that Laura Overdeck “was able to withdraw $75 million the day before she filed for…
Wills, Trusts & Estates Prof Blog
Article: Dead Hands, Live Power: Reassessing Trust Law’s Social Function
By Teddy Groce
Bridget J. Crawford (Pace University School of Law) & Marshall Ulger (Pace University School of Law) recently published Dead Hands, Live Power: Reassessing Trust Law's Social Function, 2026. This article…
Pennsylvania Divorce and Domestic Relations Blog
When “Wealth Management” Meets “Silly”
By Mark Ashton
The more I read about modern estate planning, the more bizarre it becomes. Here’s the title from an on line publication called The Street. “Fidelity reveals a type of trust…
Global Regulation Tomorrow
FCA publishes 2026 wealth management survey report
By Simon Lovegrove (UK), Charlotte Carnegie
On 18 August 2026, the Financial Conduct Authority (FCA) published its 2026 wealth management survey report. Background The FCA explains that the report focuses on discretionary portfolio management and shares…
Caddi Blog
Caddi has a profile in The Wealth Mosaic
The Wealth Mosaic, the wealth management technology directory, now has a Caddi vendor profile, with Caddi Hybrid Agents listed under business process management, client onboarding, and document management.
The Pre-Flight Brief
Why family offices are buying private jets again
By Shackelford
Family offices are buying private jets at a pace not seen since the post-COVID boom — and this time, the purchases look less like splurges and more like balance-sheet decisions.…
China Law Insight
家族财富管理税务系列（二）：CRS 2.0 十问十答
By King & Wood
作者：董刚 余悦 邓雅嘉 近期中国税务机关针对中国税收居民个人的境外收入发起全面清查，再次引起对于CRS、跨境税务信息交换、境外家族信托等多项议题的关注。在中国深入参与国际税收征管协作、全球税收透明度提高的大背景下，高净值人士难免会有这样的疑问：CRS到底是什么？我的跨境资产信息是怎样被交换回国内的？为什么最近又有“CRS 2.0”的说法？为此，本文围绕CRS的最新规则和监管变化，整理了十问十答，以期为高净值人士提供税务合规和规划指引。 阅读更多
Ackah Business Immigration Law
Episode 99: Financial Planning for Business Owners Building Wealth Retirement and a Lasting Legacy
By Publisher
In this episode of the Ask Canada Immigration Lawyer Evelyn Ackah podcast, Evelyn speaks with Obed Maurice and Simon Wong of Maxim Advisory Group about financial planning, wealth management and…
Fretzin Blog
Avoiding the Biggest Money Mistakes High-Earning Lawyers Make
By Steve Fretzin and Niraj Chhabra Financial Planning Tips for Lawyers How attorneys can avoid costly money mistakes, reduce taxes, and build lasting wealth without sacrificing the lifestyle they’ve worked…
Coblentz Law
Coblentz Family Wealth Practice Earns Band 1 Ranking and Four Partners Recognized in Chambers High Net Worth 2026
Coblentz’s Family Wealth practice and partners Jim Mitchell, Phil Feldman, Jaime Mannon, and Jennifer Scharre are recognized in the 2026 Chambers High Net Worth Guide, which ranks the world’s top…