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Specialised Boutique Wealth
Planning Services for GCC, Indian
and North African clients
General wealth planning services Offshore companies, Trusts, Foundations
Tax optimised inbound and outbound structuring
Specific tailoring Fund structuring
Family business succession assistance
Corporate restructuring
Innovation
Brief profile of Managing Director
Creation of fiduciary structures (Trusts, foundations, offshore companies, limited partnerships) Discussion with the client on his/her estate and his/her
requirements/wishes
Creation of adapted structure
Tax optimised structuring Generic French tax advice and all structuring of French
property (SCI, Luxembourg entities, etc)
Generic UK tax advice (UK property structuring, residence, domicile, RND status, UK trading structures)
Swiss tax and legal consultancy (individuals/entities)
Generic structuring of real estate in Eastern Europe
Structuring in compliance with Sharia law for inheritance purposes
Structuring for acquisition/ownership of yachts/jets
Generic advice for Russia (individuals/entities)
Looking into assets involved and investor type
Proposing tax efficient structures in fund
jurisdictions Cayman Islands, Jersey, Bahamas, Mauritius
Liaising with all parties to finalise creation of
structures
Liaising between clients and all parties for finalising
private placement prospectus/memorandum
Assisting clients in setting up nominee investor
relationships with banks
Assisting clients in fundraising for select funds
Advice on structural issues (corporate review)
Dealing with personal/family issues (mediator)
Implementing and reviewing family governance
Mentoring the successor
Reviewing or creating estate planning structures and
giving or reviewing forced heirship advice
Creation of rules/processes to minimise future conflicts
Inheritance pacts
Shareholder’s agreements
Advice on creation of classes of shares
Family charters/protocols
Family councils
Family retreats
Advice on holding structures
Corporate inversion where required
Redefining corporate roles for group companies
based on Investment protection
Tax treatment
Cash flow requirements
Assistance on best jurisdictions depending on
activity and geographical focus
Review of processes and advice on possible
economies of scale
Assessment of priorities in giving (internal,
external)
Review of client budgets and research into client’s
chosen type of charities
Identification of best performer in category chosen
based on criteria of professional charity valuers
Liaising with client to structure own charitable
entity where required
Work with client on implementing new solution
Annual review of charity results where external
solution chosen (one-time or over 5 years)
Specific requests
Legal and personal constraints
Research into matters based on client specific
situation
Review of legal aspects with local legal counsel (for
international matters)
Liaising with client advisor (where exists) for
validation of all advice given
Work with client on implementing new solution
Assistance for bridging between islamic finance
issues and western legislation
Career 2005-2010: BNP Paribas Wealth Management
Last position: Head of Wealth Planning for the Middle East
2002-2005: PriceWaterhouseCoopers Last level: Senior Manager
1998-2002: KPMG Last level: Manager
1994-1998: Arthur Andersen before its demise Last level: junior accountant
Academic background Studies in Mathematics, Computer Science, Finance and
Law (Geneva university)
University Masters in economy – Business administration Major in finance and tax law (Geneva university). The “licence”
in Geneva until 2001was equivalent to an MBA per Bologna metrics
Individuals Cross-border planning for international families
Fiduciary structures (Trusts/Foundations, Offshore
Companies, etc) and succession planning
Tax optimisation (minimisation of withholding) and asset
protection, Real estate optimisation
Cross-border issues in relation to Sharia succession law and
advice on conflict of laws
Assistance with acquisition and structuring of private
jet/yacht holding as well as high-end real estate, including
review of financing deals from various banks
Fund structuring and related advice
Assistance on relocation from one country to another
Lump-sum taxation negotiation with Swiss authorities
Corporate Tax optimisation
Restructuring of Group companies (inversion, use of
holdings, etc)
Cross-border planning for multinationals
Global compensation strategy including Stock option and tax
and social security planning (EU, Switzerland)
Cross-border legal issues related to multinationals’ top
executives
VAT related matters
Family business Assistance with family business succession (forward
planning or post succession interventions)
Organised philanthropy advisory for individuals and
entities alike
Note: This material should be viewed only as a guide and does
not constitute legal or tax advice. The Huloul Group does not
assume responsibility for any individual’s reliance on the
written or oral information disseminated. The implementation
of any of the structures or techniques mentioned should only
be made in consideration of specific legal and tax advice on a
case-by-case basis.