Assisting Private Clients in the Legal Protection of their Wealth

Your WealthProtecting

Private wealth planning is critical for the preservation and distribution of your wealth. At DLA Piper, we provide you with practical, independent legal advice to assist you in developing a personalised strategy to address your concerns regarding:

■ How to plan for the transition of your business(es) to the future generation(s)?

■ How to arrange your affairs so your wealth will benefit your children and beyond?

■ How to safeguard your assets and investments to protect your retirement?

■ Are there legal tools to avoid “spoiling” your children while allowing them to benefit from your wealth?

■ What mechanisms will prevent your wealth from being entangled in matrimonial issues of your children in the case of divorce?

■ How to transfer your wealth in a tax-efficient manner?

■ What considerations should you take into account when arranging for your family to immigrate to a foreign country? Are there ways to mitigate potential foreign tax exposure?

■ How to ensure your business(es) and family are taken care of if you suddenly become physically or mentally incapacitated?

■ How to minimise uncertainty, unwanted publicity and litigation arising from the distribution of your wealth?

■ What will happen to your assets upon your death? What rules, tax and procedure will apply and how complicated are they? What are the pros and cons of having a will or a trust?

■ How to benefit the public at large? What are the most effective legal tools to cater to your philanthropic interests?

WHY legal WealtH advisorY?

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To assist you in planning and managing your wealth, we bring the world to you.

We offer:

■ A fully integrated law firm with capabilities to assist you virtually anywhere in the world;

■ Independent legal, tax and strategic advisory services tailored for you;

■ A reputation for providing superior, quality service;

■ Efficiency, dependability and adaptability;

■ Global and local experience;

■ Customised one-stop solutions;

■ Optimisation of your global tax position;

■ A proven track record of delivering practical and effective strategies;

■ Confident and seasoned advisors with decades of experience in wealth advisory;

■ Discretion and commitment to your particular circumstances and needs; and

■ Fluency in a wide variety of languages.

WHat We offer You

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HoW We assist You

tax

We have specialised expertise and experience in addressing all manners of tax planning for private clients. We can advise on tax issues wherever you, your loved ones or your assets, investments and business interests may be and wherever life takes you. Through our global reach we can assist in devising efficient strategies to mitigate your tax and reporting exposure anywhere in the world. Further, our local teams can help implement your strategies and offer you guidance and assistance in dealing with the local tax authorities.

trusts

Trusts are often the cornerstone of sound and effective tax, succession and asset protection planning. Trusts offer well-tested flexibility and adaptability for structures suited to your needs and requirements. We can support you in deciding whether and how a trust will help you meet your objectives. From there, we will assist you in structuring the trust, preparing the trust deed and letters of

wishes, choosing the trustee, ensuring the tax and personal effectiveness of the structure, etc.Once a trust structure is in place, we can further counsel on issues which may arise in respect of the administration of the trust, including use of trust property and distributions, to ensure tax efficiency and integrity of the structure. We can assist on variations or other modifications to the trust structure when changing circumstances require.

Wills and ProBate

A will allows you, rather than the State, to decide who will benefit from some or all of your wealth, as well as serve as guardian for your children. We can guide you in drafting your will and advising you on the formalities required to ensure your wishes are implemented. We can also assist you in handling probate formalities in different parts of the world to ensure that your assets are duly transferred to the intended parties expediently.

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Marital Planning

We can recommend structures to safeguard you and your children against the potential adverse financial consequences of a marriage breakdown, including but not limited to, pre-marital and post-nuptial agreements and trust structures to protect your assets.

PHilantHroPY

Where sharing your wealth with others becomes one of your objectives, we can assist in developing structures that will maximise the effectiveness of your wishes. Using trusts, foundations and corporate entities, we can aid in devising governance structures best suited to ensure the degree of control you wish to retain in your charitable endeavours.

Migration Planning

Relocating to another jurisdiction requires due consideration of tax issues. From the consequences of renouncing US citizenship or immigrating to the US, to the five-year exempt immigration trusts in Canada, to exit taxation rules in Australia. Migrating to another jurisdiction invariably opens up all sorts of pitfalls as well as opportunities.

We can analyse the tax implications of your move and guide you through the rules relevant to the departure from your home jurisdiction to those of your arrival at your chosen destination.

faMilY offiCe Planning and oPeration

We can advise on the establishment and operation of family offices, from the drafting of family constitutions to advising on ongoing compliance and regulatory issues to ensure that your office will work efficiently and in accordance with your intentions.

Private trust CoMPanY Planning

Private trust companies provide a confidential and secure way to pass on your wealth with greater protection from fiduciary risk. We can assist with establishing a bespoke private trust company structure to offer you greater control over your assets and an active role in the governance of the trust. We can also provide support with administration and related maintenance of the structure to ensure protection of your specialised assets and regulated access to your wealth by younger generations.

DLA Piper is a global business law firm operating through various separate and distinct legal entities. We have more than 4,200 lawyers in over 75 offices in Asia Pacific, Europe, the Middle East and the Americas. With a direct presence in over 30 countries, we are able to represent you in a broader range of jurisdictions than virtually any other law firm in the world. Our commitment to you is our brand: everything matters when it comes to the way we serve and interact with you. If it matters to you, it matters to us.

WHereWe are

AUSTRALIABrisbaneCanberraMelbournePerthSydney

AUSTRIAVienna

BAHRAINManama

BELGIUMAntwerpBrussels

BRAZILSão Paulo

CHINABeijingHong KongShanghai

CZECH REPUBLICPrague

FRANCEParis

GEORGIATbilisi

GERMANYBerlinCologneFrankfurtHamburgMunich

HUNGARYBudapest

ITALYMilanRome

JAPANTokyo

KUWAITKuwait City

MEXICOMexico City

NETHERLANDSAmsterdam

NORWAYOslo

OMANMuscat

POLANDWarsaw

GHANAAccra

IRELANDDublin

KENYANairobi

MAURITIUSPort Louis

MONGOLIAUlaanbaatar

NEW ZEALANDAuckland Wellington

QATARDoha

ROMANIABucharest

RUSSIAMoscowSt. Petersburg

SAUDI ARABIARiyadh

SINGAPORESingapore

SLOVAK REPUBLICBratislava

BOSNIA-HERZEGOVINASarajevo

BOTSWANAGabarone

CROATIAZagreb

DENMARKCopenhagen

EGYPTCairo

ETHIOPIAAddis Ababa

DLA PIPER RELATIONSHIP FIRMS

SOUTH KOREASeoul

SPAINMadrid

THAILANDBangkok

TURKEYIstanbul

UKRAINEKyivUNITED ARAB EMIRATESAbu DhabiDubai

UNITED KINGDOMBirminghamEdinburghGlasgowLeedsLiverpoolLondonManchesterShef�eld

UNITED STATESAlbanyAnnapolisAtlanta

PORTUGALLisbon

RWANDAKigali

SOUTH AFRICACape TownJohannesburg

SWEDENStockholm

TANZANIADar es SalaamMwanza

Atlantic CityAustinBaltimoreBostonChicagoDallasFlorham ParkHoustonLos AngelesLa JollaMiamiMinneapolisNew JerseyNew York

Northern VirginiaPhiladelphiaPhoenixRaleighSacramentoSan DiegoSan FranciscoSeattleSilicon ValleyTampaWashington, DCWilmington

TURKEYAnkara

UGANDAKampala

VENEZUELACaracas

ZAMBIALusaka

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This publication is a general overview and discussion of the subjects dealt with and is up to date as of January 2013. It should not be used as a substitute for taking legal advice in any specific situation. DLA Piper or its Tax group accepts no responsibility for any action taken or not taken in reliance on it.

DLA Piper UK LLP is part of DLA Piper, a global law firm operating through various separate and distinct legal entities. Further details of these entities can be found at www.dlapiper.com.

In the People’s Republic of China, we are restricted for regulatory reasons (as are all international law firms) from practising local law. This means we work with local law firms if a matter needs advice on local law (e.g. the production of local law legal opinions).

A list of offices across Asia Pacific, Europe, the Middle East and the Americas can be found at www.dlapiper.com

Switchboard +86 10 6561 1788 (Beijing) +86 21 3852 2111 (Shanghai) + 852 2103 0808 (Hong Kong)

Copyright © 2013 DLA Piper. All rights reserved. | JAN13 | 2313519

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