Wealth Planning

Why Baker McKenzie Link

  • Authored by specialized Baker McKenzie lawyers for high quality, reliable content.
  • Content updated regularly to meet training demands of a dynamic global environment.
  • Broad range of languages and support services available.
  • Full customization available to meet individual requirements.

Building cross-border fluency

Increased cross-border transparency and the multi-jurisdictional concerns of today’s wealth holders put new demands on wealth managers. Issues related to compliance, jurisdictional characterization of entities, personal and asset mobility, and taxes are just a few of the things that must be addressed when advising clients with cross-border concerns.

The online legal information and knowledge resources from Baker McKenzie Link enable institutions to deliver more definitive solutions to clients through a better understanding of these key concerns in relevant jurisdictions.

Our team of Baker McKenzie lawyers provides consistent, understandable and reliable coverage of relevant legal, tax and regulatory information. This allows wealth management professionals to cost-effectively increase cross-border fluency, and deliver better service, leading to higher client acquisition and retention.

“We think that the resources have the best combination of coverage and quality. The information provided is valuable.
This makes it an effective and time-saving tool allowing us to get into client meetings well prepared and armed with the most current tax and legal information relating to carefully selected jurisdictions.“

ATU Allgemeines Treuunternehmen