News, Comment & Analysis results for Legal

Art
October 27, 2025

How HNW Collectors Safeguard Their Cultural Legacy

With the recent major theft of historic jewelry and artifacts from one of the world's most famous

Strategy
October 20, 2025

One For Wealth Managers To Watch: The Miami-Dubai Business Connection

Two financial centers that appear to have important business connections are Miami and Dubai, and

M and A
October 15, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Carnegie, AHL, Raymond James, Beacon Pointe Advisors

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Strategy
October 15, 2025

Rockefeller Capital Management In New Growth Phase, Eyes International Potential

After more than seven years of focusing on the US growth market – still one with large

M and A
October 14, 2025

Goldman Sachs Steps Up Venture Capital Capabilities

The New York-headquartered firm has added a venture capital business, paying $665 million to

Tax
October 9, 2025

PCM Encore Launches Affiliated Tax Business

The new offering provides tax and estate planning services to run alongside PCM Encore's services

Tax
October 2, 2025

Cracking The Code Of Global Tax, Regulatory Complexity In Wealth Management

The authors argue that cross-border taxation is one of the most underestimated risks in wealth

People Moves
September 29, 2025

Who's Moving Where In Wealth Management? – ArentFox Schiff, Raymond James

The latest senior moves, appointments and personnel changes in North American wealth management.

M and A
September 25, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Janus Henderson, Victory Park, CNO

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Family Business Insights
September 25, 2025

A Strategic Guide To Pre-Transaction Planning: A Family Offices Roadmap

This author describes a route for families and principals preparing for a liquidity event such as

Comment & Analysis results for Legal

Legal
August 30, 2023

Learning The Legal Lessons From “Succession”

In this detailed analysis of legal questions generated by the HBO television drama, law firm Squire