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Confidential Information Wealth Management

IR Global

Protecting Assets and Preserving Privacy: High Net Worth Individuals and Families in Arizona

IR Global on

Disputes when substantial assets are potentially involved often require a different level of care. In Arizona, where many individuals and families hold extensive real estate portfolios, operate successful businesses, relocate...more

ArentFox Schiff

AI in Family Offices: A Closer Look at Privacy, Confidentiality, and Fiduciary Responsibility

ArentFox Schiff on

The integration of artificial intelligence (AI) has revolutionized various industries, offering efficiency, accuracy, and convenience. In the realm of estate planning and family offices, the integration of AI technologies has...more

Robins Kaplan LLP

Communicating Your Estate Plan: A Helpful Tool, Not a Fix-All

Robins Kaplan LLP on

In the first 10 minutes of Netflix’s The Gentleman, the grieving heirs of Archibald Horniman are shocked when it is revealed that he has left his sizeable estate almost entirely to his second-born son, to the exclusion of his...more

Winstead PC

[Webinar] Fiduciary Litigation Update: 2019-2020 - December 15th, 10:00 am - 11:15 am CT

Winstead PC on

This presentation will cover Texas cases dealing with fiduciary issues over the survey period. Some of the issues involve the removal of a trustee, the resignation of a trustee, the production of confidential trust...more

McDermott Will & Schulte

[Event] 2019 Private Client East Coast Forum - November 21st, New York, NY

McDermott Will & Schulte on

The unique needs of ultra-high net worth families, their family office representatives and other advisers are multidimensional and ever-evolving. Join us November 21 for McDermott Will & Emery’s Private Client East Coast...more

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