LEGAL ASPECTS OF WEALTH MANAGEMENT AND PRIVATE BANKING
The course explores the legal landscape of wealth management and private banking, two highly specialized and interconnected sectors of financial services that involve an intricate web of legal, regulatory, and ethical considerations. The course offers an in-depth look at a variety of topics, including tax optimization, estate planning, fiduciary obligations, and investment structures, all from a legal perspective.
Course Objectives
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To equip students with a comprehensive understanding of the legal frameworks governing wealth management and private banking.
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To cultivate advanced knowledge in fiduciary obligations, taxation, estate planning, and investment management.
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To analyze, critique, and apply laws and regulations in a practical context.
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To foster an understanding of the ethical considerations inherent in advising high-net-worth clients.