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.