5110677: C20 International Private Wealth Management

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Semester:SS 21
Art:Modul
Sprache:Englisch
ECTS-Credits:3.0
Plansemester:2
Lektionen / Semester:30.0 L / 22.5 h
Selbststudium:67.5 h

Modulleitung/Dozierende

Studiengang

Masterstudium Finance (01.09.2020)

Beschreibung

  • Introduction to Private Wealth Management, Estate and Succession planning
  • Structuring and Governance of Wealth and Wealth Management Structures
  • International Wealth Tax Management of UHNWI with Wealth Structures
  • The Liechtenstein Wealth Management Centre and other Wealth Management Hubs: BM, BS, CH, SG
  • International asset protection, family office and next generation issues
  • Onboarding of Private Clients (UHNWI) with Wealth Structures: Input Statements by banks & trustees
  • Case studies on International Wealth Management: Input Statements by banks & trustees
  • CFA level III: Topics in Private Wealth Management

Lernergebnisse

After successful completion of this module, students

  • are familiar with the basic economic and legal principles in international private wealth management and can apply them;
  • are familiar with the characteristics of the various legal entities and financial instruments as well as the national and international links to taxation of asset investments and structures;
  • understand the goals connected with international and intertemporal tax management for cross-border asset investments and structures for natural persons as well as the particular instruments employed for achieving goals within the framework of tax management;
  • understand the framework of structuring wealth management;
  • understand the implications of onboarding private clients;
  • are familiar with tax planning matters considering various wealth structures.

Kompetenzen

Lehrmethoden

Interactive lecture

Prüfungsmodalitäten

see course(s) within the module