Banking & Financial Institutions

Asset Management

Quarles & Brady has extensive experience in trust and bank asset management regulatory issues and regularly advises bank asset managers and trust companies on examination, enforcement, and acquisition/divestiture matters. Our Investment Management Team provides investment adviser and broker-dealer formation; mutual fund and hedge fund formation; ongoing regulatory compliance, including compliance system design and evaluation; and acquisitions and firm sale strategies. Quarles & Brady's Fiduciary & Wealth Management Litigation Team represents fiduciaries and other parties involved in trust contests, will disputes, attempted removal, or surcharges of trustees; will and trust constructions; charitable and exempt organization litigation; powers of attorney and guardianship disputes; probate proceedings; and other fiduciary litigation. Quarles & Brady attorneys have extensive experience in all aspects of trust and estate law, including the establishment and administration of a broad range of trusts, such as revocable living trusts, charitable trusts, educational trusts, minors' trusts, and multigenerational trusts.