In the next 10 years, an estimated $43 trillion will pass from generation to generation. Industries that provide services in the wealth management area already are heavily regulated, and recent developments (Brexit, the U.S. Presidential election, etc.) suggest even more regulatory and legal challenges and changes in the wealth management arena.
Companies and individuals place their trust in wealth management professionals to protect their most valuable resources. Likewise, those providing advice on wealth management in turn need guidance with the myriad of legal issues surrounding wealth transfer and regulatory compliance.
Womble Carlyle’s integrated team of attorneys and professionals, with multi-disciplinary experience serving wealth management clients, can help. Team members have deep experience as regulated investment advisors and regulated investment company compliance.
Articles in the National Law Review database by Wealth Management Practice