The Private Banking Helpdesk provides private bankers and wealth managers with online access to a comprehensive database that features information on key legal and tax issues essential to serving high net worth families around the world.

1. Private Banking Helpdesk
Online Legal & Tax Information - An Essential Resource for
Private Bankers
The global wealth management industry is increasingly under the
scrutiny of tax, legal and regulatory authorities worldwide. PRIVATE BANKING
Government authorities have not only accelerated their efforts HELPDESK KEY FEATURES
to stamp out undeclared money and to ensure full tax collection,
• Key legal and tax issues for
industry and greater cross-border enforcement of existing 45 countries, with 6 countries
currently in development
institutions around the globe to cut costs and reduce head count.
Now more than ever, private bankers, wealth advisors, trust • Convenient online access, 24/7
company personnel and others in the industry need to be
better equipped with cost-effective, timely and accurate legal and • Timely, comprehensive content,
tax information, as well as training, to protect their clients and regularly updated
themselves by knowing how to work effectively within the rules of
•
relevant jurisdictions to achieve tax and legally compliant planning
key developments
solutions.
• User-friendly site design
The Private Banking Helpdesk provides private bankers and
wealth managers with online access to a cost-effective, timely, • Customized subscriptions
and comprehensive database that features country-by-country
• Cost-effective pricing
information on key legal and tax issues essential to serving high
net worth families in 45 countries around the world, with 6
countries currently in development. All content is written and
regularly updated by Baker & McKenzie attorneys and contributing
users of content updates and key developments.
www.lawincontext.com

2. Topics and Countries Covered
development, each of which contains the following topics. All information is presented with
a general overview, which captures the most essential information, followed by a detailed
analysis for a more in-depth review of the topic.
General Information and Trends Key Family Concerns
Country Tax System
Currency and Exchange Controls
Wealth Tax
Exchange General Trends and Changes
Estate & Wealth Planning
Transfer of Wealth Cross Generational Wealth Transfer
Tax Trends Use of Trusts
Immigration & Expatriation
Countries Covered
• Europe
Belgium Netherlands
Family Law Cyprus
• Americas
Argentina Denmark
Divorce Bahamas
Adoption
Brazil Germany
Canada Greece
Colombia
Mexico Turkey
Tax Planning United Kingdom
Ukraine
Malta
• Australia
China
• Middle East & Africa New Zealand
Japan
United Arab Emirates Taiwan
Management Thailand
www.lawincontext.com

3. Legal & Tax Matrices
Training: Online + Live Training
trust and insurance companies based on a synergistic
access to online legal and tax information, as well as self-
computer with internet access. This online training is
combined with tailor-made, live training sessions in order
The following training modules are currently available online in the
Name Modules
International Succession Planning – • What is a Trust
Basic Principles & Key Planning Tools
Cross Border Tax Compliance Systems
NEW! International Wealth Planning
- Changing world of wealth planning
- Key family concerns
- Country tax system
- Estate and wealth planning
- Tax planning
Private Knowledge Site
This private site is a knowledge management tool that is
accessible exclusively to those within a given institution, as well
as to external parties designated by the institution. The content
of the private knowledge site is determined by the institution,
and may include a combination of information and materials
the institution has independently obtained, such as legal and
tax advice provided directly by external legal and accounting
with this secure private site.
www.lawincontext.com

4. Why Subscribe to the Private Banking Helpdesk?
• Cost-effective, timely, and comprehensive research tool
• Covers legal and tax issues of relevance to private bankers and wealth managers from a
global perspective
• Allows for better use of legal budgets – spend less on acquiring legal information; allocate more for
strategic legal advice
License Fees
our license fee is determined based on the number of users within your organization, the number of
addition, site licenses are available for institutions interested in providing cost-effective access to broad
numbers of users within their organization.
About LawInContext in
Timely Global Comprehensive Cost-Effective
Financial Times Innovative Lawyers 2007 in the
client service category.
Helpdesks Online Training Modules
• Borderwatch
• Global Equity
Free Trial
www.lawincontext.com/freetrial.
Private Banking Helpdesk Newsletter
www.lawincontext.com/newsletters.
Contact Us
www.lawincontext.com/privatebanking
info@lawincontext.com or +41 (0)44 384 1379
information, knowledge management, and training services. This may, in some jurisdictions, be considered “Attorney Advertising” for Baker &
www.lawincontext.com