The document describes wealth planning and advisory services for high-net-worth individuals from the GCC, India, and North Africa, including the creation of offshore structures for asset protection and tax optimization, as well as services for family businesses related to succession planning and restructuring. It also provides details on the managing director's background and the firm's services related to fund structuring, philanthropic planning, and corporate advisory work.

1. Specialised Boutique Wealth
Planning Services for GCC, Indian
and North African clients

2.  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

3.  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)

4.  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

5.  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

6.  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

7.  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)

8.  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

9.  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

10.  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

11.  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

12. 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.