Private Wealth Law

About

Provided by Baker McKenzie

Our private client and global wealth management practice in Switzerland specialises in providing US, UK, Swiss, and international tax and legal advice to individuals and institutional clients, handling matters with cross-border and multi-jurisdictional elements, including:

• Providing tax, internal governance and compliance advice to individuals, families, family offices, trust companies, insurers, banks, asset managers, investment advisers, and pension plans;
• Acting as outside trusted counsel and assisting multigenerational families and their private businesses in navigating impact of complex and ever-changing tax, regulatory, and asset-disclosure rules through compliance and structuring of their personal and business assets; and
• Resolving inquiries, audits, investigations and compliance disputes through voluntary disclosure programs, amnesties, settlement, and litigation.

We work with private clients to ensure structures are compliant with local and cross-border tax and regulatory requirements, limiting unnecessary exposure that would put family members at risk. In addition, we coordinate tax and legal input from our network of offices to devise holistic and comprehensive solutions and multijurisdictional legal and tax advice addressing particular business and personal needs and goals, with emphasis on governance and administration of family businesses and personal assets.