International Private Wealth Management
International Private Wealth Management
Module Coordinator/Lecturers
Study Programmes
Masterstudiengang Finance (MSc FI 20)
(01.09.2020)
Masterstudiengang Innovative Finance (MSc IF 24)
(01.09.2024)
Project 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
Teaching Method
Interactive lecture
Learning Results
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.
Assessment Methods
see course(s) within the module