News, Comment & Analysis results for Legal
OPINION OF THE WEEK: Beware Of AI Notetakers' Threat To Confidentiality
Lawyers can put confidentiality and privilege at risk if AI notetakers are used in meetings – one
ANALYSIS: Philanthropy, Liquidity Events And Picking The Right Structures
The editor reflects on how the world of giving is affected when a major wealth creation event –
"Nuclear Verdicts" Aren’t Just A Corporate Problem – They’re A Wealth Management One
The spread of so-called "nuclear verdicts" in court cases – those involving jury awards over $10
What Advisors Must Know About Investment-Linked Residency, Citizenship
Citizenship-by-investment and residency-by-investment programs open doors. The question is whether
Why Family Offices Don't Respond To Your Email
A regular guest writer and prominent figure in wealth management thought leadership and development
Digital Privacy, Cyber Insurance: Why Family Offices Need Both
A panel at the recent family office forum on cybersecurity, hosted by this news service, examined
Managing Family Offices' AI Risk – SPB White Paper
This paper from a law firm points out that family offices operate in a highly sensitive
Protecting A California Business In Divorce: Agreements, Corporate Documents And Confidentiality – Part Two
There are particular features of divorce and business laws in California which mean that if a
Caprock Buys Austin-Based Venturi Private Wealth, Adds $4 Billion AuM
The consolidation trend in North American wealth management continues.
Protecting A California Business In Divorce: Agreements, Corporate Documents And Confidentiality – Part One
There are particular features of divorce and business laws in California which mean that if a