wealth management

Timothy Roberts & Associates LLC Unveils Innovative Strategies to Navigate Secure Act 2.0 Tax Law Changes in Wealth Management and Tax Advisory

In a strategic move reflecting their commitment to staying at the forefront of financial planning, Timothy Roberts & Associates LLC,…

Wealth Management Services of Mossack Fonseca Shut Down

Summary: The document leak at Mossack Fonseca has put Panama into a damage control stage by forcing the wealth management…

New Partner for McDermott Will & Emery

Summary: Christen Douglas will be joining as partner in the Private Client Group. She has extensive experience working in the…

WilmerHale Private Client Practice Moves Over to Choate, Hall & Stewart

On Tuesday, the Boston law firm Choate, Hall & Stewart announced on its website that “all of the partners in…