Wealth Management Global - Baker & McKenzie

Wealth Management
Global
Informed choices

YOUR CHALLENGE
There are many legal
intricacies to growing
and preserving wealth.
Wealth management paradigms are shifting as transparency developments
take hold worldwide. Harmonized tax laws, international databases and
other information-sharing arrangements are facilitating broader, more
aggressive enforcement. Flat tax rates and national amnesty programs are
growing more common. Under “know your client” rules, even private
institutions are collecting investor information for regulators.
At Baker & McKenzie, we have a uniquely holistic approach to managing and
protecting private wealth. Our more than 150 Wealth Management lawyers
are recognized worldwide for proven abilities in developing sophisticated
and tailored solutions for corporate groups, trust companies, high-net
worth families, private banks and other major financial institutions.
Experienced in advising all parties and professionals in wealth
management, we precisely identify and address key issues in typically
complex, cross-border tax compliance challenges.

We can help you
manage new risks
and explore emerging
opportunities.

OUR FLUENCY
More than tax lawyers we act as industry
advisers, developing pragmatic and
comprehensive solutions for regulatory
and commercial issues in wealth
management.
Our multidisciplined project teams routinely handle high-value,
multijurisdictional transactions with ease, advising on the best course of
action for structuring estates and trusts, business succession, litigation
and dispute resolution, documentation or reporting obligations. We
help develop and enhance wealth management products and advise on
market expansion options. Clients also appreciate our ability to assist
in matters beyond tax and trust advice, as in corporate structuring,
benchmarking, due diligence and post-merger business integration.
Did you know?
We are the most highly rated, most
recommended tax adviser among
law firms worldwide. Chambers
Global has consistently ranked
our Global Tax and Global Wealth
Management practices in the first
tier among law firms globally,
praising our practical advice and
global capabilities. International
Tax Review ranked our practice in
28 countries in its World Tax 2009
directory, with more than half our
rankings in the top two tiers.

Our fully integrated global team offers
clients the resources they need to
preserve, manage and transfer wealth
anywhere in the world.
Working from 67 offices in 39 countries, we understand unfolding trends in
global wealth management and can provide strategic assistance on-theground,
whether in core investment centers or new wealth management
jurisdictions. Governments call upon us to advise on policy direction or
new legislation affecting wealth owners. We closely monitor developments
in tax regimes around the world, keeping you informed and ready to
respond to changing attitudes and conditions in tax enforcement.
Here are ways we help
Individuals, families and companies.
We assist families and family firms
mitigate tax exposure in a wide
range of personal and commercial
undertakings, including estate
and business succession, trust
administration, compliance with
tax and reporting obligations as
well as general mobility, including
residency exit, pre-immigration
and expatriation planning.
Institutional needs. We provide
guidance in anti-money laundering
investigations, assist in strengthening
withholding tax compliance and in
creating custom compliance manuals,
advise on US and international
securities law issues and in
drafting Shari’a compliant trusts.
Product development. We help global
financial institutions develop wealth
management products and strategies,
including insurance policies and other
financial instruments, to effectively
address the needs of high-net
worth families, especially those in
more restrictive jurisdictions.
Tax regularization. We help
clients with undeclared monies
legitimately regularize these
through voluntary disclosure.
Tax investigations. We help
institutions deal with the broad array
of government investigations focusing
on the Wealth Management Industry.
Training. We regularly provide
practical and strategic training
for clients covering such areas
as country tax systems, crossborder
tax compliance, immigration
and expatriation, family law and
international wealth planning. Our
online resources, LawInContext’s
Private Banking Helpdesk, Financial
Products Distribution Helpdesk and
Global Institutional Investor Helpdesk
are available to subscribing clients
24/7. These Helpdesks provide a
broad suite of online training modules
as well as global coverage of key
legal, tax and regulatory issues of
relevance to international wealth
succession, global institutional
investment and the cross-border
marketing and distribution of
financial products and services.

www.bakermckenzie.com
Baker & McKenzie has been global since
our inception. It is part of our DNA.
Our difference is the way we think, work and behave – we combine an
instinctively global perspective with a genuinely multicultural approach,
enabled by collaborative relationships and yielding practical, innovative advice.
With 3,900 lawyers in 39 countries, we have deep understanding of the culture
of business the world over and are able to bring the talent and experience
needed to navigate complexity across practices and borders with ease.
© 2009 Baker & McKenzie. All rights reserved. Baker & McKenzie International is a Swiss Verein with member law firms around
the world. In accordance with the common terminology used in professional service organizations, reference to a “partner” means
a person who is a partner, or equivalent, in such a law firm. Similarly, reference to an “office” means an office of any such law firm.
This may qualify as “Attorney Advertising” requiring notice in some jurisdictions. Prior results don’t guarantee a similar
outcome. Baker & McKenzie Global Services LLC / One Prudential Plaza, Suite 2500 / 130 E. Randolph Street / Chicago,
IL 60601, USA / +1 312 861 8800