Jacopo Crivellaro

Of Counsel

Baker & McKenzie LLP

Dubai

Not admitted to practice law in this jurisdiction

T +971 4 542 1921

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Biography

Jacopo Crivellaro is of counsel in the Firm's Dubai office, focusing on tax and wealth planning advice for high-net-worth individuals and family offices. His experience includes working as legal counsel for a Middle Eastern single family office. Jacopo has practiced law since 2013, and he previously worked in the Firm's Zurich and Geneva offices, prior to joining the Dubai office in 2025. He is admitted to practice in New York, US Tax Court, and England and Wales.

Practice Focus

Jacopo has extensive experience advising family offices and high-net-worth individuals with US, UK, Middle Eastern, Swiss or Italian connections on cross-border wealth and tax planning. His expertise includes family office structuring and operations, mobility and pre-immigration planning, insurance strategies, cross-generational wealth transfer, asset protection, individual tax planning and cross-border treatment of foundations and trusts.

In addition to publishing extensively in US, UK and European legal and tax publications, Jacopo also co-authored a treatise in Italian on cross-border estate planning, 'Forme di Pianificazione Patrimoniale' published by Dike Giuridica in 2018.

Representative Legal Matters

Advised the executor of a USD 100 million+ estate, involving assets situated in more than 15 jurisdictions, on the estate distribution and liquidation process.
Represented a European family office on the purchase of residential real estate in London, and the restructuring of a Liechtenstein foundation in anticipation of relocation.
Advised several non-US insurance carriers on the development and structuring of US compliance private placement life insurance products.

Professional Honors

Young Practitioner of the Year, STEP (2019)

Professional Associations and Memberships

Society of Trust and Estate Practitioners (STEP)

Admissions

England & Wales~United Kingdom (2019)
New York~United States (2013)
U.S. Tax Court~United States (2013)

Education

New York University (Executive LLM in Tax) (2018)
Oxford University (St. Catherine's College) (BCL) (2013)
King's College London (LLB English & American Law) (2012)
Columbia Law School (JD) (2012)

Languages

English
Italian

Publications and Articles

Author, Developments in the United Arab Emirates impacting family offices and family wealth structures, Trusts & Trustees, December 2023

Author, Nuovi orizzonti per i Single Family Office: Una prospettiva dagli Emirati Arabi Uniti, Trusts & Wealth Management Journal, December 2023

Author, You Only Live Twice - Cryonic Estate Planning, STEP Journal, June 2023

Co-author, Preparatevi alle acque torbide della sicurezza informatica, We Wealth, June 2022

Author, La pianificazione patrimoniale al di la' della morte: la terapia crionica, Trusts & Wealth Management Journal, January 2023

Author, Pianificazione patrimoniale nell’era digitale, Trusts & Wealth Management Journal, December 2022

Co-author, High Profile: Social Media's Impact on the Private Client World, STEP Journal, November 2022

Co-author, Trust Registers in Europe: The Changing Landscape of the 5th Money Laundering Directive, Trusts & Wealth Management Journal, January 2020

Co-author, D.C. Circuit Court of Appeals Pins IRS in Grecian Magnesite Mining Case, but a Hollow Victory for Taxpayers Prospectively, Baker McKenzie Tax News and Developments, July 2019

Co-author, Updates to donor disclosure rules in the US and UK, Private Wealth Newsletter, December 2018

Co-author, Taxes through the lens of Cristiano Ronaldo, Wealth Management, October 2018

Co-author, Considerazioni fiscali in relazione alla Filantropia Internazionale, Trusts & Wealth Management Journal, July 2018

Co-author, Tax Law Shake-Ups In Swiss Wealth Management, Law360, May 2018

Co-author, Forme di Pianificazione Fiscale Patrimoniale, Dike Giuridica, May 2018

Co-author, Italy’s Preferential Tax Regime for New Residents, The Global Citizenship Review, March 2018

Co-author, US Tax Reform and its impact on Swiss Companies, Expert Focus, March 2018

Co-author, A maze with little guidance, STEP Journal, February 2018

Co-author, Grecian Magnesite Mining and potential legislative developments under the Tax Cuts and Jobs Act of 2017, Baker McKenzie Private Wealth Newsletter, December 2017

Co-author, Resident or Not: Determining Individual Tax Residency Under U.S. Tax Treaties, Tax Notes International, November 2017

Co-author, A Grecian Tragedy for the IRS: Tax Court Rejects Rev. Rul. 91-32, Journal of Taxation, November 2017

Co-author, Fare Well When Moving: Changing Tax Home and Expatriating, Estate Planning Journal, November 2017

Co-author, Grecian Magnesite Mining: Tax Court chimes in on Rev. Rul. 91-32, and it’s music to taxpayers’ ears, Baker McKenzie Tax News and Developments, October 2017

Co-author, Il Trust come strumento di pianificazione successoria nel Medio Oriente, Trusts & Wealth Management Journal, July/December 2017

Co-author, Not so straightforward: Using trusts for estate planning and wealth management in the Middle East, Baker McKenzie Private Wealth Newsletter, June 2017

Co-author, Estate Planning that complies with Sharia Law principles, Wealth Management, May 2017

Co-author, CRS implementation: five things to think about before 2017, Diritto Bancario, December 2016

Co-author, II regime di tassazione in uscita per persone fisiche: una panoramica degli sviluppi recenti, Trusts & Wealth Management Journal, December 2016

Co-author, The Shifting Minefield of Exit Taxes, The Global Residence and Citizenship Review, October 2016

Co-author, Wealth Management and Estate Planning in the Gulf Countries, Estate Planning Journal, October 2016

Co-author, Owning and disposing of works of art: A wealth management perspective from Switzerland - Part 1, Baker McKenzie Private Banking Newsletter, September 2016

Author, Global mobility and exit taxes, Schroders Wealth Management, July 2016

Co-author, A primer on wealth management and estate planning in the Gulf countries, Baker McKenzie Private Banking Newsletter, June 2016

Co-author, Turbulence Ahead, STEP Journal, May 2016

Co-author, EU Succession Regulation can affect Non-Member State Nationals, Estate Planning Journal, April 2016

Co-author, A practical guide to the new European Succession Regulation, Wealth Gram, Groupement Suisse des Conseils en Gestion Indépendants, April 2016

Co-author, Considerazioni Sulla Voluntary Disclosure Statunitense, Diritto e Pratica Tributaria Internazionale, March 2016

Co-author, Global Mobility and Exit Taxes: An Overview of Recent Trends, Baker McKenzie Private Banking Newsletter, March 2016

Co-author, II regime di tassazione in uscita per persone fisiche: una panoramica degli sviluppi recenti, Trusts & Wealth Management Journal, March 2016

Co-author, The EU Succession Regulation and its impact for non-Member States and non-Member State nationals, Trust & Trustees, March 2016

Co-author, Cross-Border Succession Planning in Europe: A Practical Guide to the New European Succession Regulation – The essential answers for Testators and Beneficiaries, Baker McKenzie Publication, February 2016

Co-author, A Rough Guide to the EU Succession Regulation, STEP Journal, January 2016

Co-author, FATCA: ricadute per intermediari finanziari, Diritto Bancario, January 2016

Co-author, Ricadute Del Regolamento Ue N. 650/2012 – Sulle Successioni Transfrontaliere Che Coinvolgono Paesi Terzi, Trusts & Wealth Management Journal, December 2015

Co-author, Damned if you do…, STEP Journal, June 2015

Co-author, How encouraging Clients to participate in Voluntary Disclosure may have made the situation for Banks worse, International Tax Review, April 2015

Co-author, Programmi Di Voluntary Disclosure: Le Reazioni Degli Istituti Finanziari, Trusts & Wealth Management Journal, March 2015

Co-author, IRS Issues New Guidance on Streamlined Filing Compliance Procedures, Baker McKenzie Client Alert, October 2014

Co-author, Modifiche al Programma di Regolarizzazione Fiscale Statunitense: la Voluntary Disclosure (OVDP/Programma Streamlined), Diritto Bancario, October 2014

Co-author, IRS Modifies OVDP and Streamlined Filing Compliance Procedure, Journal of International Taxation, September 2014

Author, Conseguenze della mancata presa in considerazione di elementi rilevanti nell'amministrazione di un trust da parte di un trustee: II principio Hastings-Bass dopo le sentenze Futter v Futter e Pitt v Holt, Trusts & Wealth Management Journal, December 2013

Author, Una Prospettiva Sull’Industria Del Wealth Management: Nei Paesi Del Golfo, Trusts & Wealth Management Journal, September 2013

Presentations

Co-presenter, La portabilità delle polizze di private insurance, STEP Italia Webinar, 16 September 2024

Co-panelist, Key Governance Concerns for Families, Baker McKenzie Thun Strategy Meeting, 7 June 2024

Presenter, Pianificazione e protezione patrimoniale: principali applicazioni del trust, CSVN, L'esercizio professionale dell'attività di trustee, 7 May 2024

Co-presenter, Managing (Non-Tax) Risks in the Family Office Context, Baker McKenzie Switzerland Wealth Management Strategy Meeting, 22 June 2023

Co-presenter, Mobility Trends and Relocations, Baker McKenzie Switzerland Wealth Management Strategy Meeting, 22 June 2023

Co-panelist, Cyber security, data protection and trustee liability, STEP Alpine Conference, Interlaken, 4 May 2023

Co-presenter, Famílias globais: mudança de residência para Europa e atualidades no planejamento sucessório europeu, Trench Rossi Watanabe Webinar, LiveTrench, 6 April 2023

Co-presenter, Recent Tax & Private Client Developments in Europe, Baker McKenzie Wealth Management Roundtable, Miami, 2 February 2023

Presenter, Strumenti e istituti di pianificazione successoria nell'ordinamento svizzero, Centro Studi Villa Negroni, 25 January 2023

Co-presenter, Reporting Regimes for Beneficial Owners in the EU, UK and Switzerland, Baker McKenzie Wealth Management Briefing, Zurich, 12 January 2023

Co-presenter, Workshop: un controverso caso di successione internazionale, Centro Studi Villa Negroni, 10 January 2023

Guest Lecturer, Master on Cross-Border Financial Services, Transfer Pricing (e la sua importanza per un Family Office), Centro Studi Villa Negroni, 1 December 2022

Co-presenter, Privacy vs Transparency: Beneficial Ownership Developments, Transatlantic Wealth & Estate Planning Conference, London, 30 November 2022

Guest Lecturer, Master on Cross-Border Financial Services, Percorso di transizione da Family Office a Private Investment Firm, Centro Studi Villa Negroni, 25 November 2022

Co-presenter, Complex Tax and Reporting Issues for International Clients and Family Trusts, Global Wealth Management and Family Office Conference, 10 November 2022

Co-presenter, Global Wealth Management Trends and Developments, Global Wealth Management and Family Office Conference, 10 November 2022

Co-presenter, The future of the trusts and obligations of Swiss professionals, Finix Events, 10 November 2022

Co-presenter, Taxation of Trusts in Italy - Recent changes and what they mean for you, Wealth Management EMEA Briefings, 8 November 2022

Co-presenter, Updates from Near and Far: the Gulf, North Africa, UK, the EU and Singapore, Baker McKenzie Switzerland Wealth Management Strategy Meeting, Thun, 10 June 2022

Co-presenter, Benefits, Pitfalls and Other Considerations in Using Trusts in International Planning, 14th Annual STEP International Tax and Estate Planning Forum, Laguna Beach, 6 May 2022

Co-presenter, Competing Property Rights and Regimes, 14th Annual STEP International Tax and Estate Planning Forum, Laguna Beach, 6 May 2022

Co-presenter, Special Immigration Tax Regimes, 14th Annual STEP International Tax and Estate Planning Forum, Laguna Beach, 5 May 2022

Co-presenter, Cross-Border Planning Non-Tax Drivers, Baker McKenzie NATPG Global Wealth Management Training, Miami, 2 May 2022

Co-presenter, Corporate mobility: issues to consider when exiting jurisdictions and investments, Baker McKenzie Webinar, 30 November 2021

Co-presenter, Workshop: un controverso caso di successione internazionale, Centro Studi Villa Negroni, 19 October 2021

Co-presenter, Opportunities and Traps: Wealth Planning in Africa & the Middle East, Baker McKenzie Webinar, 7 October 2021

Co-presenter, Cross-Border Estate Planning: the US, the UK and Switzerland, Baker McKenzie Switzerland Wealth Management Strategy Meeting, Saas-Fee, 3 September 2021

Presenter, Cross-Border Successions in the Digital Era, STEP Lugano Webinar, 28 April 2021

Co-presenter, Succession Planning Strategies for Cross-Border Families, Baker McKenzie Webinar, 23 March 2021

Co-presenter, Polizze estere e mobilità internazionale, Unione Giovani Dottori Commercialisti ed Esperti Contabili di Milano Webinar, 10 December 2020

Co-presenter, Practical Experiences of Italy's Preferential Tax Regimes for New Residents, Baker McKenzie Webinar, 3 December 2020

Co-presenter, Family Office Private Equity Investments, Baker McKenzie Webinar, 29 October 2020

Co-presenter, So I Married a US Person, Baker McKenzie Webinar, 27 October 2020

Co-presenter, Planning with Trusts and Corporate Vehicles, Baker McKenzie Webinar, 20 October 2020

Co-presenter, DAC 6 reporting in real life situations, Academy & Finance SA, Zurich, 29 September 2020

Co-presenter, Sportsmen: Planning and mobility, Baker McKenzie Webinar, 29 September 2020

Co-presenter, DAC 6: the EU mandatory disclosure regime, Baker McKenzie / Trench Rossi Watanabe Internal Training, Saas-Fee, 10 September 2020

Co-presenter, Help, my kids want to relocate, what do I do?, Baker McKenzie Switzerland Wealth Management Strategy Meeting, Saas-Fee, 4 September 2020

Co-presenter, New Global Wealth Structures in an Era of Populism, Inequality and the COVID-19 Pandemic, Baker McKenzie Switzerland Wealth Management Strategy Meeting, Saas-Fee, 3 September 2020

Co-presenter, Planning for Swiss Clients with US and/or UK connections, Baker McKenzie Switzerland Wealth Management Strategy Meeting, Saas-Fee, 3 September 2020

Co-presenter, Commodity Trading Hubs - Tax and Transfer Pricing Issues, Baker McKenzie Webinar, 14 July 2020

Co-presenter, Current Developments Overview - Switzerland, Italy and the UK, STEP Chicago Webinar, 14 July 2020

Co-presenter, CRS Compliance and Audits, DAC6, and Beneficial Ownership Registers, Baker McKenzie Webinar, 25 June 2020

Co-presenter, Pianificazione patrimoniale per atleti, Baker McKenzie Webinar, 17 June 2020

Co-presenter, COVID-19 tax/legal considerations for clients with connection to Poland/EU, Russia, Ukraine, UK & US, Baker McKenzie Webinar, 4 June 2020

Co-presenter, La pianificazione successoria Italia-Stati Uniti, Baker McKenzie Webinar, 28 May 2020

Co-presenter, Patrimoni artistici di famiglia: gestione, protezione e successione, Baker McKenzie Webinar, 14 May 2020

Co-presenter, Family office, Governance familiare, passaggio generazionale e filantropia, Baker McKenzie Webinar, 7 May 2020

Presenter, Ripercussioni giuridiche e fiscali della Brexit in Svizzera, STEP Lugano Webinar, 6 April 2020

Co-presenter, Family Offices as a Tool for Successful Family Business Successions, Baker McKenzie Business Briefing, Geneva, 4 February 2020

Co-presenter, DAC6 and Practitioner Reporting, Baker McKenzie Internal Training, San Diego, 30 January 2020

Co-presenter, Family Offices as a Tool for Successful Family Business Successions, Baker McKenzie Business Briefing, Zurich, 21 January 2020

Presenter, Trust in Switzerland: The New Law Is Coming, Finix Events, Zurich, 27 November 2019

Co-presenter, Ambiti di utilizzo del trust, casi concreti, esperienze italiane e internazionali, Milan, 16 October 2019

Co-presenter, On a tightrope: Reconciling fiduciary duties with ethical investments, Zurich, 2 October 2019

Co-presenter, Baker McKenzie 20th Annual Tax & Trust Training Program, New York, September 2019

Co-presenter, Reconciling Fiduciary Duties with Ethical Investments, Baker McKenzie Business Briefing, Geneva, 10 September 2019

Co-presenter, Trusts Demystified, NextGen Summit at Valueworks, Zurich, 28 June 2019

Co-presenter, Family Governance in the 21st Century, Baker McKenzie Switzerland Wealth Management Strategy Meeting, Saas-Fee, 27 June 2019

Co-presenter, La Dolce Vita: An Update on Recent Developments in Italy, Baker McKenzie Business Briefing, Zurich, 20 June 2019

Co-presenter, La Dolce Vita: An Update on Recent Developments in Italy, Baker McKenzie Business Briefing, Geneva, 13 June 2019

Co-presenter, CRS and change of tax residence, Academy & Finance SA, Geneva, 7 June 2019

Co-presenter, Key regulatory, legal and tax developments in Russia and the EU/Switzerland, Lugano, 25 March 2019

Co-presenter, Danger Ahead! Cones on the road, tolls and potholes: Residence and Citizenship -what are the wider tax, succession and property implications?, Baker McKenzie Roundtable, Geneva, 5 December 2018

Co-presenter, Strumenti di Pianificazione Patrimoniale alla luce delle normative europee ed extraeuropee, Trusts & Wealth Management Journal Conference, Milan, 4 December 2018

Guest Lecturer, FATCA & CRS, Master of Advanced Studies in International Taxation (MASIT) 2018, University of Lausanne, November 2018

Co-presenter, Baker McKenzie 19th Annual Tax & Trust Training Program, Miami and New York, October 2018

Co-presenter, Charitable Giving: Tax and Legal Issues in the US, UK, Switzerland and Italy, Baker McKenzie Business Briefing, Geneva, 9 October 2018

Co-presenter, Trust Law Changes, Baker McKenzie Switzerland Wealth Management Strategy Meeting, Saas-Fee, 6 July 2018

Co-presenter, Baker McKenzie 2018 Asia Pacific Wealth Management Conference, Hong Kong and Singapore, April 2018

Co-presenter, Global Families: Challenges in Times of Uncertainty, Baker McKenzie Roundtable, Zurich, 11 April 2018

Co-presenter, International Trust Planning: Key considerations when advising clients with links to China, Hong Kong, Indonesia or Singapore, Baker McKenzie Business Briefing, Zurich, 5 April 2018

Co-presenter, Wealth Management from a Swiss Perspective: Automatic Exchange of Information, Baker McKenzie Roundtable, Milan, 15 March 2018

Co-presenter, US Tax Reform Workshop: Planning for Opportunities and Pitfalls, Baker McKenzie Roundtable, Geneva, 2 March 2018

Co-presenter, Corporate And Pass Through Reform: What Does This Mean For Our Clients, Baker McKenzie Internal Training, Dallas, 24 January 2018

Co-presenter, Transparent or Opaque: Treatment of Multi-Jurisdictional Trusts in Switzerland, Germany, Italy, France and the UK, Baker McKenzie Business Briefing, Zurich, 5 October 2017

Co-presenter, Changes in favorable tax regimes for non-residents, Baker McKenzie Business Briefing, Zurich, 23 March 2017

Presenter, Amnesties: Italian Voluntary Disclosure, Baker McKenzie Internal Training, Toronto, 9 February 2017

Co-presenter, EU Private Law Questions, Baker McKenzie Internal Training, Zurich, 17 January 2017

Co-presenter, Recent developments in Italy, Baker McKenzie Business Briefing, Zurich, 30 November 2016

Co-presenter, Automatic Exchange of Information: reporting obligations for Companies & Directors and Trusts & Trustees, Academy & Finance SA, Lugano, 28 November 2016

Co-presenter, Philanthropy for High Net Worth Individuals: Structure choices and jurisdictions, Baker McKenzie Business Briefing, Zurich, 17 November 2016

Co-presenter, Automatic Exchange of Information: Intended and Unintended Consequences, SDA Bocconi-School of Management, Milan, 25 October 2016

Co-presenter, Global Mobility, Exit Taxes & Expatriation, Baker McKenzie Business Briefing, Zurich, 24 February 2016

Presenter, FATCA: Ricadute per avvocati, altri intermediari finanziari e clienti, Convegno Fiscalità e Segreto Bancario: Centro di Studi Bancari, Lugano, 22 October, 2015

Co-presenter, The New EU Succession Regulation – Developments and Implementation in Key Member States, Baker McKenzie Business Briefing, Zurich, 8 September 2015

Co-presenter, Italy's New Voluntary Disclosure Program, Baker McKenzie Business Briefing, Zurich, 10 February 2015

Co-presenter, International Succession Planning and Marital Property, Baker McKenzie Business Briefing, Zurich, 5 February 2015

Co-presenter, Investing in Art, Baker McKenzie Business Briefing, Zurich, 14 October 2014

Presenter, Investimenti Immobiliari negli Stati Uniti, STEP Italia, Milan, March 2014