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Global: Private Wealth Newsletter 2023 – Second Edition

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On behalf of Baker McKenzie’s Global Wealth Management Practice Group we are delighted to share with our clients, friends, colleagues and readers from around the world the Second Quarter 2023 issue of the Private Wealth Newsletter.

This edition features articles on a variety of relevant recent developments in the private wealth space.

Issue highlights:

  • Did we not learn anything from the 2008 financial crisis?
  • Labuan: Malaysia’s hidden card
  • Tax consideration for US children born to non-US parents
  • UK reporting and transparency initiatives — new Mandatory Disclosure Rules in force in the United Kingdom
  • Around the World
Private Wealth Newsletter Second Edition 2023

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If you would like to receive the Baker McKenzie Private Wealth Newsletter in your inbox, please reach out to Laetitia Lory.

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Author

Elliott Murray is head of the US Tax and Wealth Management practice in Geneva and is a partner in the Firm's International Tax and Global Wealth Management practice groups. Elliott has significant experience assisting high net worth individuals and families with US and international tax, wealth planning, and regulatory and family governance matters. Elliott is a member of the Firm’s EMEA Wealth Management Steering Committee, a co-editor of the Global Wealth Management practice group’s quarterly Private Wealth Newsletter, and has lectured at LLM programs on US tax and FATCA/CRS issues. Elliott has been listed in ALM Private Client Global Elite, Ones to Watch for 2017, 2019, 2019, and 2021. While at the University of Texas School of Law, he completed an internship (stage) at the European Court of Justice as a Dean Acheson Legal Intern.

Author

Phyllis Townsend is Partner in the Wealth Management practice in London, Chair of the EMEA Wealth Management Steering Committee and a member of the Firm's Global Wealth Management Steering Committee. Phyllis works with clients on a broad range of wealth management matters, including those with a particular focus on investment structuring. Phyllis is listed in Chambers HNW Guide, Legal 500 and Legal Week's "Private Client Global Elite - Ones to Watch". Phyllis is a member of the Founding Committee of Thought Leaders 4 Private Client Next Gen Wealth. Phyllis joined in 2012 from Rothschild Wealth Management & Trust where she was legal counsel in London and Zurich.

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