Baker McKenzie LLP

Baker McKenzie LLP

Client Satisfaction

Lawyers

Phyllis Townsend

Phyllis Townsend

Work Department

Tax, Wealth Management

Position

Phyllis Townsend is partner in the Wealth Management practice in London and the EMEA Wealth Management practice group lead. Phyllis works with clients on a broad range of wealth management matters, with a focus on investment structuring. Phyllis is ranked Band 1 for “Family Offices and Funds Structuring” and as a "Foreign expert in Middle East-wide" and for "Private Wealth Law" in Chambers HNW Guide, Next Generation Partner for "Private Client (Personal Tax, Trusts and Probate)" in Legal 500 and is listed in Legal Week's "Private Client Global Elite - Ones to Watch" and ePrivateClient's "Next Generation Leaders". Phyllis joined in 2012 from Rothschild Wealth Management & Trust where she was legal counsel in London and Zurich.

She is also a member of the Firm’s global Alternative Capital team that provides best-in-class investment solutions for family offices, founders, sovereign wealth, and other sources of private capital.

Phyllis' main practice is advising trustees, family offices and high-net worth individuals on cross-border tax, succession, asset protection and investments via trust, funds and family office structures. Phyllis often advises on pre-UK arrival planning and provides ongoing advice to UK resident non-UK domiciled individuals and those with connections to the Middle East, Europe and the US. Phyllis has experience in tax investigations. Phyllis advises financial institutions on regulatory and compliance issues and in relation to their wealth management offering.

Languages

English, French, German

Memberships

Society of Trust & Estate Practitioners (STEP) Law Society of England & Wales

Education

BPP Law School, London (Legal Practice Course) (2008) University College London (LLB) (2007) University of Paris II (Panthéon-Assas) (Masters I in Business Law) (2007) University of Paris I (Pantheon-Sorbonne) (Bachelor in European and International Law) (2006)

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