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Combining the knowledge of local laws and cultures with a global reach is just one of the ways Baker & McKenzie separates itself from other firms. Our genuinely global perspective allows us to operate without boundaries around the world, in every jurisdiction that is important to your business.

Select a region or country to learn about on-the-ground resources immersed in the local culture or Learn about us Globally to view our talent and services worldwide.

When content is available in multiple languages, please select your preference on the right.

Online Legal, Tax & Compliance Information and Training for Private Banks, Trust & Insurance Companies

At a time when the private banking world has been increasingly under scrutiny by tax, legal and regulatory authorities worldwide, governments are using the current financial crisis as the impetus to crack down and stamp out undeclared money and to ensure full tax collection. Coupled with this, the financial crisis has forced financial institutions to cut costs and reduce head count.

LawInContext, a venture created by Baker & McKenzie, offers the following cost-efficient, timely and comprehensive databases of online legal information, as well as training, that are specifically tailored to the legal, tax and regulatory information needs of private banks, trust and insurance companies, to help them gain greater efficiency and effectiveness in conducting their day-to-day business.

All database content (known as “Helpdesks”) has been created and is regularly updated by Baker & McKenzie and contributing lawyers. Email notifications are sent out informing users of content updates and key developments.

Private Banking Helpdesk

Country-by-country review of the key legal and tax issues essential to serving high net worth families in 43+ countries around the world. Includes practical matrices covering the country tax system, the country legal system, tax treaties & foreign tax credits, developing a tax-efficient portfolio and a per country sample tax disclosure analysis. Also includes online training modules covering key topics relating to international wealth planning – see Online Training section below. More information is available at www.lawincontext.com/privatebanking.

Financial Products Distribution Helpdesk

Rules related to the marketing and distribution of financial products and services offered by non-locally licensed banks, investment banks, fund managers and insurance companies in 29+ countries. Includes a convenient Relationship Manager Checklist for use when conducting sales and marketing activities during the customer prospecting, acquisition, and follow-up phases. More information is available at www.lawincontext.com/financialproducts.

Online Training
The following training modules are currently available online in the following packages or as individual modules:

Name

Modules


International Succession Planning –
Basic Principles & Key Planning Tools (5 Modules)
  • What is a Trust
  • Features & Uses of Trusts
  • Foundations (Tax Planning with)
  • Insurance (Tax Planning with)
  • International Succession Principles

Cross Border Tax Compliance Systems (2 modules)
  • US Qualified Intermediary Rules
  • EU Savings Directive

NEW! International Wealth Planning
  • International Wealth Planning


Live Training

As a complement to the online Helpdesks and training modules, LawInContext conducts live, in-person training sessions, as well as a specialized “train-the-trainer” program. The content of every training program is tailored to meet the goals, skill levels and staffing needs of the institution with which LawInContext works. Please contact us for more information on our live training.

Site Demonstrations/Free Trial Access: LawInContext is able to organize live site demonstrations via a web-based conference call, as well as free trial access to any Helpdesk at your convenience.

Newsletters: Sign up to receive the free Private Banking Helpdesk Quarterly newsletter and Financial Products Distribution Helpdesk Quarterly newsletter, which highlight recent country updates and key developments that are covered in more detail within the Private Banking and Financial Products Distribution Helpdesks.

For more information, please visit www.lawincontext.com or send us an .

 

LawInContext Pte. Ltd. (“LawInContext”) was created by the global law firm Baker & McKenzie and provides cost-effective access to online legal information and training tailored to select communities of clients. LawInContext is neither a law firm nor authorized to practice law. No attorney-client relationship will be formed or deemed to be formed with Baker & McKenzie or contributing law firms through the use of LawInContext’s legal information, knowledge management, and training services. This may, in some jurisdictions, be considered “Attorney Advertising” for Baker & McKenzie and other contributing firms. A full disclaimer is available at http://www.lawincontext.com/.

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Every day our more than 4,000 lawyers, economists, tax advisors and other professionals share insights and best practices across borders and practices. We speak more than 75 languages and represent more than 55 nationalities, and the close relationships among our people fosters the trust needed to develop and deliver world-class solutions to multinational clients.

We share an uncompromising commitment to excellence, which explains why more of our lawyers are included as leading lawyers in the Chambers Global Guide to the World’s Best Lawyers than any other Global 20 law firm.

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Passionately global
We are passionately global — it's in our DNA.

We started with a vision of going global and were in eight countries before our 10th anniversary. Today we have 77 offices in 47 countries -- including the emerging markets so important to the growth of your business.
We offer world-class career opportunities around the globe, while our entrepreneurial culture makes Baker & McKenzie a unique place to develop professionally.

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