Wealth Management Global - Baker & McKenzie
Wealth Management Global - Baker & McKenzie Wealth Management Global - Baker & McKenzie
Wealth Management Global Informed choices
- Page 2 and 3: YOUR CHALLENGE There are many legal
- Page 4 and 5: OUR FLUENCY More than tax lawyers w
- Page 6: www.bakermckenzie.com Baker & McKen
<strong>Wealth</strong> <strong>Management</strong><br />
<strong>Global</strong><br />
Informed choices
YOUR CHALLENGE<br />
There are many legal<br />
intricacies to growing<br />
and preserving wealth.<br />
<strong>Wealth</strong> management paradigms are shifting as transparency developments<br />
take hold worldwide. Harmonized tax laws, international databases and<br />
other information-sharing arrangements are facilitating broader, more<br />
aggressive enforcement. Flat tax rates and national amnesty programs are<br />
growing more common. Under “know your client” rules, even private<br />
institutions are collecting investor information for regulators.<br />
At <strong>Baker</strong> & <strong>McKenzie</strong>, we have a uniquely holistic approach to managing and<br />
protecting private wealth. Our more than 150 <strong>Wealth</strong> <strong>Management</strong> lawyers<br />
are recognized worldwide for proven abilities in developing sophisticated<br />
and tailored solutions for corporate groups, trust companies, high-net<br />
worth families, private banks and other major financial institutions.<br />
Experienced in advising all parties and professionals in wealth<br />
management, we precisely identify and address key issues in typically<br />
complex, cross-border tax compliance challenges.
We can help you<br />
manage new risks<br />
and explore emerging<br />
opportunities.
OUR FLUENCY<br />
More than tax lawyers we act as industry<br />
advisers, developing pragmatic and<br />
comprehensive solutions for regulatory<br />
and commercial issues in wealth<br />
management.<br />
Our multidisciplined project teams routinely handle high-value,<br />
multijurisdictional transactions with ease, advising on the best course of<br />
action for structuring estates and trusts, business succession, litigation<br />
and dispute resolution, documentation or reporting obligations. We<br />
help develop and enhance wealth management products and advise on<br />
market expansion options. Clients also appreciate our ability to assist<br />
in matters beyond tax and trust advice, as in corporate structuring,<br />
benchmarking, due diligence and post-merger business integration.<br />
Did you know?<br />
We are the most highly rated, most<br />
recommended tax adviser among<br />
law firms worldwide. Chambers<br />
<strong>Global</strong> has consistently ranked<br />
our <strong>Global</strong> Tax and <strong>Global</strong> <strong>Wealth</strong><br />
<strong>Management</strong> practices in the first<br />
tier among law firms globally,<br />
praising our practical advice and<br />
global capabilities. International<br />
Tax Review ranked our practice in<br />
28 countries in its World Tax 2009<br />
directory, with more than half our<br />
rankings in the top two tiers.
Our fully integrated global team offers<br />
clients the resources they need to<br />
preserve, manage and transfer wealth<br />
anywhere in the world.<br />
Working from 67 offices in 39 countries, we understand unfolding trends in<br />
global wealth management and can provide strategic assistance on-theground,<br />
whether in core investment centers or new wealth management<br />
jurisdictions. Governments call upon us to advise on policy direction or<br />
new legislation affecting wealth owners. We closely monitor developments<br />
in tax regimes around the world, keeping you informed and ready to<br />
respond to changing attitudes and conditions in tax enforcement.<br />
Here are ways we help<br />
Individuals, families and companies.<br />
We assist families and family firms<br />
mitigate tax exposure in a wide<br />
range of personal and commercial<br />
undertakings, including estate<br />
and business succession, trust<br />
administration, compliance with<br />
tax and reporting obligations as<br />
well as general mobility, including<br />
residency exit, pre-immigration<br />
and expatriation planning.<br />
Institutional needs. We provide<br />
guidance in anti-money laundering<br />
investigations, assist in strengthening<br />
withholding tax compliance and in<br />
creating custom compliance manuals,<br />
advise on US and international<br />
securities law issues and in<br />
drafting Shari’a compliant trusts.<br />
Product development. We help global<br />
financial institutions develop wealth<br />
management products and strategies,<br />
including insurance policies and other<br />
financial instruments, to effectively<br />
address the needs of high-net<br />
worth families, especially those in<br />
more restrictive jurisdictions.<br />
Tax regularization. We help<br />
clients with undeclared monies<br />
legitimately regularize these<br />
through voluntary disclosure.<br />
Tax investigations. We help<br />
institutions deal with the broad array<br />
of government investigations focusing<br />
on the <strong>Wealth</strong> <strong>Management</strong> Industry.<br />
Training. We regularly provide<br />
practical and strategic training<br />
for clients covering such areas<br />
as country tax systems, crossborder<br />
tax compliance, immigration<br />
and expatriation, family law and<br />
international wealth planning. Our<br />
online resources, LawInContext’s<br />
Private Banking Helpdesk, Financial<br />
Products Distribution Helpdesk and<br />
<strong>Global</strong> Institutional Investor Helpdesk<br />
are available to subscribing clients<br />
24/7. These Helpdesks provide a<br />
broad suite of online training modules<br />
as well as global coverage of key<br />
legal, tax and regulatory issues of<br />
relevance to international wealth<br />
succession, global institutional<br />
investment and the cross-border<br />
marketing and distribution of<br />
financial products and services.
www.bakermckenzie.com<br />
<strong>Baker</strong> & <strong>McKenzie</strong> has been global since<br />
our inception. It is part of our DNA.<br />
Our difference is the way we think, work and behave – we combine an<br />
instinctively global perspective with a genuinely multicultural approach,<br />
enabled by collaborative relationships and yielding practical, innovative advice.<br />
With 3,900 lawyers in 39 countries, we have deep understanding of the culture<br />
of business the world over and are able to bring the talent and experience<br />
needed to navigate complexity across practices and borders with ease.<br />
© 2009 <strong>Baker</strong> & <strong>McKenzie</strong>. All rights reserved. <strong>Baker</strong> & <strong>McKenzie</strong> International is a Swiss Verein with member law firms around<br />
the world. In accordance with the common terminology used in professional service organizations, reference to a “partner” means<br />
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.<br />
This may qualify as “Attorney Advertising” requiring notice in some jurisdictions. Prior results don’t guarantee a similar<br />
outcome. <strong>Baker</strong> & <strong>McKenzie</strong> <strong>Global</strong> Services LLC / One Prudential Plaza, Suite 2500 / 130 E. Randolph Street / Chicago,<br />
IL 60601, USA / +1 312 861 8800