Private Wealth Law

About

Provided by Baker McKenzie

Summary

Our key practices that serve the private wealth sector are the wealth management tax practice group and the financial institutions industry group. Intense scrutiny for high-net-worth individuals and families results in complex challenges for our wealth management clients. At Baker McKenzie, we offer pragmatic advice to help clients preserve and increase their wealth and comply with applicable laws. We help plan for succession and manage investments with trust, Clients come to us for our vast experience in the industry to develop reliable wealth solutions that add value and protects our clients’ assets under law.

Private Clients: Individuals and Families

We offer advice on family wealth management, focusing on cross-border tax compliance as well as pre-migration planning. We help families and family offices know firsthand tax implications for commercial and personal projects and develop strategies to minimize risks in any jurisdiction where they handle assets.

Corporate Clients

We design and strengthen compliance policies, such as client information knowledge (KYC) and authorities reporting (FATCA & CRS), tax withholding, customs proceedings, and so on. We provide a guide on money laundering investigations and compliance with the Federal Law for Prevention and Identification of Transactions Involving Funds from Illegal Activities.

Disputes

We help our clients handle audits by tax authorities and disputes by seeking favorable and comprehensive solutions.