Simon Beck

Simon P. Beck

Partner
Baker & McKenzie LLP

Biography

Simon Beck is a partner and chair of the North America Wealth Management Group at Baker McKenzie's New York office. Simon is an international tax and trust lawyer with vast experience working in the world's trust and financial centers. He has also practiced in Miami, London, Monte Carlo and Madrid, and was head of Legal, Compliance and Trust & Fiduciary Services for Coutts, one of the world’s leading private banking institutions, prior to joining Baker McKenzie.

Simon lectures regularly on trust, financial service and compliance issues at global wealth management and international trust and estate planning conferences around the world.

Practice Focus

Simon focuses his practice on international tax and trust planning, as well as US federal and international securities and banking regulations. He advises the world's wealthiest families, global institutions, family offices and trust companies, and is a recognized leader in the use of Private Trust Companies.

Professional Honors

  • Founder’s Award for Outstanding Achievement, Society of Trust and Estate Planners (STEP), 2012
  • Recognized, Chambers Global
  • Recognized, Euromoney’s Guide to the World’s Leading Trusts and Estates Practitioners
  • Recognized as a Top International Wealth Adviser, Citywealth’s Leaders List (formerly the Top 100)

Professional Associations and Memberships

  • Law Society of England & Wales - Member
  • American Bar Association - Member
  • Florida International Bankers Association (FIBA) - Member
  • Society of Trust and Estate Practitioners (STEP) - Member
  • New York State Bar Association - Member

Admissions

  • New York~United States (2003)
  • England & Wales~United Kingdom (1990)

Education

  • University of Bristol (LL.B. Honors) (1988)

Languages

  • English
  • French
  • Spanish
Presentations

Co-speaker, "Getting to Executive Platinum," Baker McKenzie (Miami) 17th Annual International Tax & Trust Training Program, Coral Gables, Florida 27-28 October 2016

Co-speaker, "I am Only Fluent in One Language," Baker McKenzie (Miami) 17th Annual International Tax & Trust Training Program, Coral Gables, Florida 27-28 October 2016

Co-speaker, "English and Welsh Trust Law (aka Hastings Bass)," Baker McKenzie (Miami) 17th Annual International Tax & Trust Training Program, Coral Gables, Florida 27-28 October 2016

Co-speaker, "Mobilia Sequuntur Personam: a case study," Baker McKenzie (Miami) 17th Annual International Tax & Trust Training Program, Coral Gables, Florida 27-28 October 2016

Co-presenter, "Is the Demise of Confidentiality in Wealth Management Premature? We look at the key international wealth centers and ask which jurisdictions offer the Latin American client the greatest privacy," 14th Annual International Tax & Trust Training Program, Miami, Florida, 17-18 October 2013