Wealth Management. Instinctively global

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1 Wealth Management Instinctively global

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3 In an integrated global economy clients need an integrated global law firm The wealth management landscape is changing and with it the needs of our clients. An instinctively global law firm, we help our clients navigate the world s many different tax and legal systems to ensure the protection and effective management of their personal and business wealth. Faced with greater global transparency and increasingly complex tax and regulatory rules we advise wealthy families, financial institutions and governments how to respond to the challenges of global wealth management fluently across jurisdictional borders. We routinely handle high-value, multijurisdictional transactions with ease, advising on the best course of action for structuring estates and trusts, business succession, global tax minimisation, trust litigation and dispute resolution, and reporting obligations. Our lawyers are recognised worldwide for their proven abilities in developing sophisticated and tailored solutions to meet the needs of high net worth individuals, entrepreneurs, trust companies, private banks and other financial institutions. With over 150 lawyers worldwide, Baker & McKenzie s global wealth management group has an unrivalled international capability which enables us to offer consistently high quality advice wherever our clients need us. Clients state that the team provide......truly global reach with precise and commercial advice delivered to meet clients deadlines.

4 We can help you manage new risks and explore emerging opportunities Our fluency Our fully integrated global team offers clients the resources they need to preserve, manage and transfer wealth anywhere in the world. Working from 72 offices in 45 countries, we understand unfolding trends in global wealth management and can provide strategic assistance on-the-ground, whether in core investment centres 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. We also recognise that our clients have needs that extend beyond the tax and related services which our wealth management group provides and we coordinate with other global practice groups to provide a full range of legal services. We combine an uncompromising commitment to excellence with a pragmatic approach to the needs of our clients.

5 Here are ways we help Institutional needs We provide guidance on money-laundering and risk management, assist in strengthening tax compliance and in creating custom compliance manuals, and in drafting Shari a compliant trusts. We also help global financial institutions develop wealth management products and strategies and advise on sophisticated multijurisdictional tax planning to effectively address the needs of high net worth families. We also assist in establishing and advice on trust companies, private trust companies, limited partnerships and family offices. Wealthy individuals and families We help families and family firms mitigate global tax exposure in their personal and business undertakings, advising them on estate and business succession, corporate and fiduciary structures, governance issues and compliance with tax and reporting obligations. We assist in designing and establishing and advise on bespoke domestic, offshore and cross border tax efficient wealth management structures, including advising on private trust companies and limited partnerships. We also advise on investment strategies, insurance products and private equity structuring including tax-transparent vehicles and tax-advantaged vehicles. We also provide expert advice to high net worth individuals on changing tax residence and domicile planning, pre-immigration and expatriation planning. Trust companies, trustees and fiduciaries We conduct in-depth trust and tax audits for trustees and assist them in complying with global tax and reporting obligations. We advise on trustee residence and global tax minimisation and assist in the preparation of standard and bespoke trust documentation. We help trustees and beneficiaries ensure that the wealth management structures put in place work effectively and tax efficiently as the needs and circumstances of the family members change. 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.

6 Dispute resolution We help trustees prevent and resolve trust disputes drawing on our extensive experience in dealing with challenges to trustees from third parties and beneficiaries, including in relation to validity issues, investment losses, divorcing beneficiaries and family succession disputes. We also assist families to resolve disputes, involving trusts or other asset holding structures, and to agree and put in place workable family governance processes. Tax regularisation We help clients with undeclared monies legitimately regularise these through voluntary disclosure. In a rapidly changing world, we believe it is important to assist our clients in keeping up-to-date with current legal issues. We hold regular client seminars and annual training sessions in Asia, Europe and the Americas and we regularly publish articles and lecture internationally. Tax investigations We assist institutions deal with the wide array of government and regulatory investigations focusing on the wealth management industry and assist wealthy individuals respond to tax authority investigations into their personal and business affairs. Entrepreneurs and senior executives We advise entrepreneurs and senior executives on tax efficient remuneration schemes, international pension plans and assist them to implement exit strategies for disposing of their investments. Training We provide practical and strategic in-house training for institutional clients who also believe that the key to meeting clients needs and prospering is to understand the legal issues faced by the families and individuals we serve. Training covers areas such as country tax systems, cross-border tax compliance, immigration and expatriation, international wealth planning and relevant global tax and legal developments. Clients value our natural ability to think globally whilst placing ourselves in our clients shoes to ensure that our advice solves not just the legal problems but is practical, commercial and creative.

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8 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 more than 4,000 lawyers, economists, tax advisors and other professionals in 45 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. We are guided by a culture of integrity, personal responsibility, friendship and tenacious client service. Baker & McKenzie LLP is a limited liability partnership registered in England and Wales with registered number OC A list of members names is open to inspection at its registered office and principal place of business, 100 New Bridge Street, London, EC4V 6JA. Baker & McKenzie LLP is a member of Baker & McKenzie International, a Swiss Verein with member law firms around the world. In accordance with the terminology commonly used in professional service organisations, reference to a partner means a person who is a member, partner, or equivalent, in such a law firm. Similarly, reference to an office means an office of any such law firm. Baker & McKenzie LLP is regulated and authorised by the Solicitors Regulation Authority of England and Wales. Further information regarding the regulatory position is available at london/regulatoryinformation/. This may qualify as Attorney Advertising requiring notice in some jurisdictions. Prior results do not guarantee a similar outcome Baker & McKenzie All rights reserved. 2012WM