Insights | Private wealth, trusts and estates | United States | Global law firm | Norton Rose Fulbright Skip to main content
Norton Rose Fulbright logo
  • United States
  • About
    • Our firm
      • US Leadership
      • Global coverage
    • People first
      • Equal employment opportunity policy
      • Partnerships and recognitions
      • Resources and support
    • Responsible business
      • Pro bono
      • Community leadership
      • Responsible use of AI
    • We earn 2025 Great Place To Work Certification
      Recipient of the
      2025 Great Place To Work
      Certification

      Learn more
  • People
  • Services
    • Services A-Z
    • Key industries
      • Consumer markets
      • Energy, infrastructure and resources
      • Financial institutions
      • Life sciences and healthcare
      • Technology
      • Transport
    • Practices
      • Antitrust and competition
      • Climate change and sustainability
      • Cybersecurity and data privacy
      • Energy
      • Financial services and regulation
      • Intellectual property
      • Private equity and venture capital
      • Real estate
      • Restructuring
      • Tax
      • Banking and finance
      • Corporate, M&A and securities
      • Employment and labor
      • Environmental, social and governance (ESG)
      • Insurance
      • Litigation and disputes
      • Projects
      • Regulation and investigations
      • Risk advisory
      • White-collar crime
    • LX Studio - A Norton Rose Fulbright subsidiary
      LX Studio
      Accelerating legal innovation

      Visit now
  • Insights
    • Publications
    • Podcasts
    • Blogs
    • Webinars and events
    • Videos
    • LX Studio
    • 2025 Annual Litigation Trends Summit
      2025 Annual Litigation
      Trends Survey

      Learn more
  • News
    • Press releases
    • In the media
    • Market recognitions
    • Media information
    • Recipient of the 2025 Great Place To Work Certification
      Recipient of the
      2025 Great Place To Work
      Certification

      Learn more
  • Locations
    • Austin
    • Chicago
    • Dallas
    • Denver
    • Houston
    • Los Angeles
    • Minneapolis
    • New York
    • San Antonio
    • San Francisco
    • St. Louis
    • Washington, DC
    • Global coverage
  • Careers
    • Law students
    • Experienced lawyers
    • Search our opportunities
  • Change
Norton Rose Fulbright logo

  1. Services
  2. Private wealth, trusts and estates

Private wealth, trusts and estates

Private wealth, trusts and estates
Overview Insights People
Subscribe to our insights
    • Private wealth, trusts and estates
    • Overview
    • Insights
    • People
    • Subscribe to our insights
  • Podcast

    Securitization Insight Ep 49: SEC’s Recent Rule Regarding Private Funds

    Andrew Lom, Partner and Global Head of Private Wealth in the New York office, joins us to discuss significant rule chang...

    September 25, 2023

    Securitization

    Publication

    IRS to tax staking rewards as income

    August 28, 2023

    Tax
    IRS to tax staking rewards as income

    Publication

    IRS to tax staking rewards as income

    August 28, 2023

    Tax
    Fall 2022 update on US IBTs and Divisions

    Publication

    What the CTA means for private investment funds and family offices

    The US Treasury Department's FinCEN issued its first of three final rules implementing the Corporate Transparency Act’s ...

    March 15, 2023

    Banks
    Securitization Insight Ep 25: SEC’s Rule 15c2-11 and its Impact on Securitizations

    Podcast

    Securitization Insight Ep 26: Recent Developments in the ABS Securitization Market

    Brock Wolf, managing director and head of ABS banking at Truist Securities, returns to discuss how the ABS capital marke...

    September 12, 2022

    Securitization
    Securitization Insight Ep 25: SEC’s Rule 15c2-11 and its Impact on Securitizations

    Podcast

    Securitization Insight Ep 49: SEC’s Recent Rule Regarding Private Funds

    Andrew Lom, Partner and Global Head of Private Wealth in the New York office, joins us to discuss significant rule chang...

    September 25, 2023

    Securitization
    IRS to tax staking rewards as income

    Publication

    IRS to tax staking rewards as income

    August 28, 2023

    Tax
    Fall 2022 update on US IBTs and Divisions

    Publication

    What the CTA means for private investment funds and family offices

    The US Treasury Department's FinCEN issued its first of three final rules implementing the Corporate Transparency Act’s ...

    March 15, 2023

    Banks
    Securitization Insight Ep 25: SEC’s Rule 15c2-11 and its Impact on Securitizations

    Podcast

    Securitization Insight Ep 26: Recent Developments in the ABS Securitization Market

    Brock Wolf, managing director and head of ABS banking at Truist Securities, returns to discuss how the ABS capital marke...

    September 12, 2022

    Securitization
    Subscribe to insights

    Subscribe to our insights

    Stay up to date with the latest publications, podcasts, webinars and events
    Subscribe

    © Norton Rose Fulbright US LLP 2025

    Explore our site

    • About
    • Careers
    • People first
    • People search
    • Services
    • Insights
    • News

    Key industries

    • Consumer markets
    • Energy, infrastructure and resources
    • Financial institutions
    • Life sciences and healthcare
    • Technology
    • Transport

    Locations

    • Global coverage

    Norton Rose Fulbright © 2025. All Rights Reserved.

    Norton Rose Fulbright US LLP is a limited liability partnership registered under the laws of Texas. Attorney Advertising.

    Norton Rose Fulbright US LLP, Norton Rose Fulbright LLP, Norton Rose Fulbright Australia, Norton Rose Fulbright Canada LLP and Norton Rose Fulbright South Africa Inc are separate legal entities and all of them are members of Norton Rose Fulbright Verein, a Swiss verein. Norton Rose Fulbright Verein helps coordinate the activities of the members but does not itself provide legal services to clients.

    • Amsterdam
    • ●
    • Athens
    • ●
    • Austin
    • ●
    • Bangkok
    • ●
    • Beijing
    • ●
    • Brisbane
    • ●
    • Brussels
    • ●
    • Bujumbura**
    • ●
    • Calgary
    • ●
    • Canberra
    • ●
    • Cape Town
    • ●
    • Casablanca
    • ●
    • Chicago
    • ●
    • Dallas
    • ●
    • Denver
    • ●
    • Dubai
    • ●
    • Durban
    • ●
    • Frankfurt
    • ●
    • Hamburg
    • ●
    • Harare**
    • ●
    • Hong Kong
    • ●
    • Houston
    • ●
    • Istanbul
    • ●
    • Jakarta*
    • ●
    • Johannesburg
    • ●
    • Kampala**
    • ●
    • London
    • ●
    • Los Angeles
    • ●
    • Luxembourg
    • ●
    • Melbourne
    • ●
    • Mexico City
    • ●
    • Milan
    • ●
    • Minneapolis
    • ●
    • Montréal
    • ●
    • Munich
    • ●
    • New York
    • ●
    • Nairobi**
    • ●
    • Ottawa
    • ●
    • Paris
    • ●
    • Perth
    • ●
    • Piraeus
    • ●
    • Québec
    • ●
    • Riyadh*
    • ●
    • San Antonio
    • ●
    • San Francisco
    • ●
    • São Paulo
    • ●
    • Shanghai
    • ●
    • Singapore
    • ●
    • St. Louis
    • ●
    • Sydney
    • ●
    • Tokyo
    • ●
    • Toronto
    • ●
    • Vancouver
    • ●
    • Warsaw
    • ●
    • Washington DC *associate office **alliance
    • Legal notices and disclaimers
    • Impressum
    • Standard terms
    • Blog network terms and conditions
    • Cookies policy
    • Privacy notice
    • Website access conditions
    • Fraud alerts
    • Modern Slavery Statements
    • Health plan machine readable files
    • Anti-Facilitation of Tax Evasion Statement
    • Suppliers
    • History
    • Remote access
    • Sitemap
    • Do Not Sell or Share My Personal Information
    • Limit the Use of My Sensitive Personal Information
    Offices and locations

    Norton Rose Fulbright © 2025. All Rights Reserved.

    Norton Rose Fulbright US LLP is a limited liability partnership registered under the laws of Texas. Attorney Advertising.

    Norton Rose Fulbright US LLP, Norton Rose Fulbright LLP, Norton Rose Fulbright Australia, Norton Rose Fulbright Canada LLP and Norton Rose Fulbright South Africa Inc are separate legal entities and all of them are members of Norton Rose Fulbright Verein, a Swiss verein. Norton Rose Fulbright Verein helps coordinate the activities of the members but does not itself provide legal services to clients.

    • Amsterdam
    • ●
    • Athens
    • ●
    • Austin
    • ●
    • Bangkok
    • ●
    • Beijing
    • ●
    • Brisbane
    • ●
    • Brussels
    • ●
    • Bujumbura**
    • ●
    • Calgary
    • ●
    • Canberra
    • ●
    • Cape Town
    • ●
    • Casablanca
    • ●
    • Chicago
    • ●
    • Dallas
    • ●
    • Denver
    • ●
    • Dubai
    • ●
    • Durban
    • ●
    • Frankfurt
    • ●
    • Hamburg
    • ●
    • Harare**
    • ●
    • Hong Kong
    • ●
    • Houston
    • ●
    • Istanbul
    • ●
    • Jakarta*
    • ●
    • Johannesburg
    • ●
    • Kampala**
    • ●
    • London
    • ●
    • Los Angeles
    • ●
    • Luxembourg
    • ●
    • Melbourne
    • ●
    • Mexico City
    • ●
    • Milan
    • ●
    • Minneapolis
    • ●
    • Montréal
    • ●
    • Munich
    • ●
    • New York
    • ●
    • Nairobi**
    • ●
    • Ottawa
    • ●
    • Paris
    • ●
    • Perth
    • ●
    • Piraeus
    • ●
    • Québec
    • ●
    • Riyadh*
    • ●
    • San Antonio
    • ●
    • San Francisco
    • ●
    • São Paulo
    • ●
    • Shanghai
    • ●
    • Singapore
    • ●
    • St. Louis
    • ●
    • Sydney
    • ●
    • Tokyo
    • ●
    • Toronto
    • ●
    • Vancouver
    • ●
    • Warsaw
    • ●
    • Washington DC *associate office **alliance
    Policies and disclaimers
    • Legal notices and disclaimers
    • Impressum
    • Standard terms
    • Blog network terms and conditions
    • Cookies policy
    • Privacy notice
    • Website access conditions
    • Fraud alerts
    • Modern Slavery Statements
    • Health plan machine readable files
    • Anti-Facilitation of Tax Evasion Statement
    • Suppliers
    • History
    • Remote access
    • Sitemap
    • Do Not Sell or Share My Personal Information
    • Limit the Use of My Sensitive Personal Information
    Visit our global site, or select a location
    North America
    • Canada (English)
    • Canada (Français)
    • United States
    Latin America
    • Brazil
    • Mexico
    Europe
    • Belgium
    • Deutschland (Deutsch)
    • France
    • Germany (English)
    • Greece
    • Italy
    • Luxembourg
    • Poland
    • The Netherlands
    • Türkiye
    • United Kingdom
    Middle East
    Africa
    • Burundi
    • Kenya
    • Morocco
    • South Africa
    • Uganda
    • Zimbabwe
    Asia Pacific
    • Australia
    • China
    • Hong Kong SAR
    • Indonesia
    • Japan
    • Singapore
    • Thailand
    Regional practices
    • India
    • Israel
    • Korea
    • Marshall Islands
    • Nordic region
    • Pakistan
    • Vietnam