One of Will's core strengths lies in providing strategic advice to financial institutions, broker-dealers, investment advisors, private equity funds, and other non-bank financial companies. He assists them in navigating the complexities associated with new products, investments, and compliance issues. This guidance is invaluable in an ever-evolving regulatory landscape where staying ahead of the curve is essential for financial institutions to thrive.
Will's comprehensive knowledge extends to the rapidly expanding realm of cryptocurrencies, blockchain technology, and fintech. His clients benefit from his insights on various matters, including initial coin offerings and token issuances, money transmitter and virtual currency regulations, and potential litigation concerns. By leveraging his experience, Will ensures that his clients make informed decisions and remain compliant with relevant laws and regulations while exploring opportunities in the cryptocurrency and fintech space.
In addition to his focus on digital assets and emerging technologies, Will also provides counsel on an array of traditional financial services matters. He advises clients on financial services mergers and acquisitions, equity investments, public and private securities offerings, Volcker Rule compliance, investments and risk management, and obtaining charters for bank, trust company, fintech, and other financial services entities. Will also advises non-bank lenders and equipment finance companies of state licensing and regulatory compliance matters. This breadth of experience allows Will to offer a holistic approach to his clients, assisting them in achieving their business objectives while mitigating legal risks.
Furthermore, Will's guidance extends to governance, privacy, and anti-money laundering (AML) issues within the financial services industry. He ensures that his clients are well-versed in the regulatory requirements surrounding these critical areas and helps them implement robust compliance frameworks. By proactively addressing governance, privacy, and AML concerns, Will assists his clients in safeguarding their operations and reputation, while fostering trust among their stakeholders.
Will also focuses on payments-related matters. He frequently advises clients on a wide range of payment issues, including the development of innovative payment products. This involves staying up-to-date with the latest trends and technologies in the payment industry, enabling him to provide valuable insights to clients seeking to introduce new payment solutions.
Overall, Will’s ability to navigate complex regulatory landscapes and provide strategic advice enables his clients to overcome challenges and seize opportunities in an ever-evolving financial industry. With a keen focus on emerging technologies and a solid foundation in traditional financial services, Will remains at the forefront of legal counsel in the business and finance sphere.
