Baker McKenzie's Wealth Management group invites you to attend its latest Wealth Management Webinar Series. In this series, we will be discussing the best practices for financial institutions, such as banks, asset managers, custodians, brokers, and fiduciaries, that plan to custody, invest and exchange digital assets on behalf of clients. We will also explore the interplay of succession planning strategies for cross-border families, with a focus on connections with Switzerland, France, Italy and the UK as well as mentioning the United States.

Please join us for our February and March webinars on Thursday, February 25 and Tuesday March 23, both at 16:00 (CET) / 10:00 (EST) on pressing developments. 


25 February 2021

4 pm CET
10 am EST                   

Digital assets and cryptocurrency custody, investment and exchange

Digital assets are increasingly present in modern financial planning, including as speculative investment in cryptocurrencies as part of a balanced investment portfolio, or a hedge against inflation and market fluctuations. We will discuss the best practices for financial institutions, such as banks, asset managers, custodians, brokers, and fiduciaries, that plan to custody, invest and exchange digital assets on behalf of clients. We will cover safe-keeping precautions (hot vs. cold storage), licensing and registrations, tax and reporting obligations, and insurance considerations.

Speakers:

  • Lyubomir Georgiev (Zurich)
  • Christopher Murrer (Zurich) 
  •  John Cacharani (Zurich) 
   

23 March 2021

4 pm CET
10 am EST

Succession planning strategies for cross-border families

 This webinar will discuss the interplay of succession planning strategies for cross-border families, with a focus on connections with Switzerland, France, Italy and the UK as well as mentioning the United States. We will compare estate tax rates and exemption amounts, shareholder issues, forced heirship, real estate investment, and life insurance planning strategies. We will also address considerations for succession plans that involve US citizens or residents in these cross-border families.

Speakers: 

  • Michael Jaffe (Geneva) 
  • Gregory Walsh (Zurich) 
  • Jacopo Crivellaro (Geneva)