5110677: C20 International Private Wealth Management

Description

• 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

Learning Outcomes

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.

Lectures Method

Interactive lecture