CLIENT PROFILE
Royal family members and GCC HWNIs
Client Profile
Royal family members and GCC HWNIs
Client Challenges
Design tax-efficient family succession and estate structures while navigating complex regulations and cross-border considerations.
Key Achievements
- Advised the customer on how to improve the process by implementing a data collection pipeline, storing quarterly data in a new Datawarehouse,data coming from Excel files and accounting software (SageX3).
- Implemented a Business Intelligence solution in order to generate a quarterly dashboard, automating as many tasks as possible, reducing publication time from 4 months to 2 weeks.
Key Achievements
Advised on Family Foundation structures and related tax implication for family succession planning.
Advised on the tax structuring of the family companies and real estate assets in based in GCC and international jurisdictions (including tax optimisation advice using double tax treaties).