LawInContext Private Banking / Wealth Management
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LawInContext Private Banking / Wealth Management

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The global wealth management industry is increasingly under the scrutiny of tax, legal and regulatory authorities worldwide. Government authorities have not only accelerated their efforts to stamp out ...

The global wealth management industry is increasingly under the scrutiny of tax, legal and regulatory authorities worldwide. Government authorities have not only accelerated their efforts to stamp out undeclared money and to ensure full tax collection, but are also focused on new regulation of the financial services industry and greater cross-border enforcement of existing regulation.
Private bankers, wealth advisors, trust company personnel and others in the industry require supportive, cost-effective, timely and accurate legal, tax and compliance resources, as well as training, to protect their clients and themselves by knowing how to work effectively within the rules of relevant jurisdictions to achieve tax and legally compliant planning solutions.
LawInContext, in close collaboration with leading wealth management institutions, offers a comprehensive online global wealth management resource, which serves as a practical tool for private bankers and wealth management professionals to optimize excellence in client onboarding / relationship management in respect of cross-border investment and international succession planning.

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    LawInContext Private Banking / Wealth Management LawInContext Private Banking / Wealth Management Document Transcript

    • Private Banking A Tax, Legal & Compliance Tool for Wealth Management LawInContext Pte. Ltd., the online legal information and training venture of Baker & McKenzie, provides a suite of online global wealth management knowledge and training resources, which are designed to help meet the compliance and strategic legal information needs of the wealth management industry in an increasingly regulated world. ”The Wealth Management Industry is challenged with the need to understand how legal and tax issues affect investment returns on a global scale” The Private Banking Resource as a Strategic Tool The global wealth management industry is increasingly under the scrutiny of tax, legal and regulatory authorities worldwide. Government authorities have not only accelerated their efforts to stamp out undeclared money and to ensure full tax collection, but are also focused on new regulation of the financial services industry and greater cross-border enforcement of existing regulation. Private bankers, wealth advisors, trust company personnel and others in the industry require supportive, costeffective, timely and accurate legal, tax and compliance resources, as well as training, to protect their clients and themselves by knowing how to work effectively within the rules of relevant jurisdictions to achieve tax and legally compliant planning solutions. LawInContext, in close collaboration with leading wealth management institutions, offers a comprehensive online global wealth management resource, which serves as a practical tool for private bankers and wealth management professionals to optimize excellence in client onboarding / relationship management in respect of cross-border investment and international succession planning. LawInContext is the online legal information and training venture of Baker & McKenzie and is neither a law firm nor authorized to practice law. No attorney-client relationship will be formed or deemed to be formed with Baker & McKenzie or contributing law firms through the use of LawInContext’s legal information, training & services. This may qualify as “Attorney Advertising” in some jurisdictions. For full disclaimer visit www.lawincontext.com. Copyright © 2002-2014, LawInContext Pte. Ltd.
    • Content Focus and Topics The Private Banking resource offers a holistic range of tax, legal and compliance issues of relevance to wealth owners in their respective home countries, as well as in relation to their cross-border investment and international succession planning needs. With current coverage of over 55 jurisdictions around the world (and further countries in development), the Private Banking resource comprises a practical and efficient knowledge development and training tool, organized by general topics, in practical matrices, and in country training summaries. Among the general topics of focus in the covered jurisdictions are Key Family Concerns, Country Tax System, and Estate & Wealth Planning, including, among others, coverage of life insurance strategies, and use of trusts and civil law family foundations in international wealth planning. Additional topics include Tax Planning, including a practical Tax Efficient Portfolio matrix, as well as the important areas of Mobility Planning and Family Law. Wealth planning country training summaries are also available, which highlight key legal, tax and wealth planning issues in 8-15 pages for a condensed overview. The country summaries library is specifically designed for knowledge development and training of Relationship and Account Managers with a view to supporting their excellence in client onboarding / client relationship management. Complementary Compliance E-learning The Private Banking resource also includes a suite of international wealth planning / management and compliance e-learning resources. These programs complement the Private Banking resource and are used on a stand-alone basis or in a blended training approach. The programs and their main topics are: International Succession Planning What is a Trust / Features & Uses of Trusts / Insurance (Tax Planning with) / Foundations (Tax Planning with) / International Succession Principles Cross Border Tax Compliance U.S. Qualified Intermediary Rules EU Savings Directive International Wealth Planning The Changing World of Wealth Planning / Key Family Concerns / Country Tax System / Estate and Wealth Planning / Tax Planning / Immigration & Expatriation / Family Law An integrated part of the above listed e-learning modules is the e-testing facility, allowing for direct and efficient measurement of learning and training progress within a subscribing organization. LawInContext also offers invitation and reminder management, as well as comprehensive usage reporting services, for larger learning populations. Want to Know More? In order to construct the adequate solution for your specific business needs, or to arrange a free trial access to our online resources, please e-mail: info@lawincontext.com For more information about the online LawInContext multi-country knowledge resources and our suite of compliance e-learning programs, please consult www.lawincontext.com LawInContext is the online legal information and training venture of Baker & McKenzie and is neither a law firm nor authorized to practice law. No attorney-client relationship will be formed or deemed to be formed with Baker & McKenzie or contributing law firms through the use of LawInContext’s legal information, training & services. This may qualify as “Attorney Advertising” in some jurisdictions. For full disclaimer visit www.lawincontext.com. Copyright © 2002-2014, LawInContext Pte. Ltd.