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Dubai | London | Monaco
+97 150 646 6178 (Mobile)
Building on years of success
HNWTAX is
a culmination of years of estate and tax planning expertise with an
onus on delivering robust solutions in tandem with existing and new
advisory partners to meet the dynamic landscape of modern wealth.
With
the largest transition of wealth between generations in decades, it is
important for families to ensure this is affected in the most efficient
manner both in terms of expediency, tax and to the satisfaction of all
stakeholders. Implementing a concise strategy now will pay dividends in
future and preclude families from unpleasant discord in the event of the
demise of a patriarch.
With assets spread across multiple
jurisdictions, it is important for families to understand the exposure
in order to mitigate unnecessary tax liabilities which could have been
avoided with effective planning.
Spanning 25+ years in offshore financial planning, tax advisory and wealth management with multi-award winning operations from Europe through the Middle East to Asia. I work collaboratively with Private Banks, Trustees, Law Firms, Family Offices and Fiduciary to create collaborative client liquidity solutions to meet the complex needs of UHNW families.
Specialties: Reducing and eliminating tax exposure typically for families with assets in the US, UK and Europe. Specialist structuring of VUL, PPLI, ULI, IULI, Whole of Life, Estate and Succession strategies, Inter-generational wealth transfer, asset protection and tax mitigation solutions, KeyPerson/Shareholder Protection, PE/VC, Corporate Employee Benefits, Finance.
+97 150 646 6178 (Mobile)