Wealth Management Global - Baker & McKenzie

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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.
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Wealth Management Global - Baker & McKenzie

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