Olivier Dal Farra

Olivier's practice focuses on Luxembourg and international tax planning, tax structuring of investments and M&A transactions, as well on private wealth and single-family office (SFOs) matters.

He routinely assists international investors, asset managers, private equity firms and multinational groups in designing and implementing tax-efficient investment structures involving debt, equity and alternative investment arrangements. He also advises financial institutions, including asset managers, banks and insurance companies, on tax planning, tax governance and international tax compliance matters.

In addition to his transactional and advisory tax practice, Olivier has developed a strong expertise on private wealth matters. He regularly provides strategic planning and structuring advice to ultra-high net worth families, family offices, entrepreneurs and business families on the tax and governance aspects of wealth preservation and intergenerational wealth transfer.

Olivier is frequently involved in complex situations where wealth, ownership and governance considerations intersect, particularly in an international context. He is a member of Baker McKenzie “Global Private Investments and Family Office” consisting of a specialized group of multidisciplinary lawyers dedicated to the private investments sector across the globe.

His experience includes advising clients on:

• Tax-efficient ownership structures;
  
• Wealth preservation strategies;
  
• International wealth and succession planning;
  
• Single-Family office structuring;
  
• Shareholder arrangements involving family-owned businesses;
  
• International mobility of individuals and families;
  
• Governance considerations affecting family-owned investment and operating structures.
  

He has also developed an in-depth expertise on matters relating to the EU Directive on Mandatory Disclosure Reporting (DAC6), assisting both intermediaries and taxpayers to detect and meet their DAC6 obligations.

Olivier is the author of the book “Luxembourg Holding Companies – Domestic and International Tax Aspects”, which is a monograph focusing on the Luxembourg tax treatment of holding structures.

He is a lecturer at Paris Dauphine University in the Executive Master's program in Private Estate and Wealth Management and serves on the editorial committee of the legal review Ingénierie Patrimoniale (Editions JFA). He regularly contributes to discussions and publications relating to international taxation, wealth structuring and single-family offices.

• Assisting UHNW single family offices on the set-up of their Luxembourg private investment platforms
  
• Advised a US investment bank on their investment in a Luxembourg-based joint venture
  
• Assisted a Nordic infrastructure asset manager on the structuring of a Luxembourg-regulated investment fund investing in risk capital (SICAR)
  
• Assisted a France-based private equity house on the tax structuring of a Luxembourg-regulated debt investment fund and its downstream investment structure
  
• Assisted a Belgian financial institution with the local and cross-border tax aspects of establishing a Luxembourg securitization vehicle to support a public asset-backed securities (ABS) program

• Member of the Luxembourg Bar (Liste I) (Avocat à la Cour)
  
• Member of the Association for the Luxembourg Funds Industry (ALFI) (DAC6 Committee)
  
• Chair of the tax and regulatory committee of the Luxembourg Association of family offices (LAFO)
  
• Member of a Luxembourg association regrouping wealth planners (EPSG)
  
• Member of the Insurance Club at the Luxembourg Private Equity & Venture Capital Association (LPEA)
  
• Recurrent speaker at Luxembourg Association of Insurance Companies (ACA)
  
• Lecturer at Dauphine University (executive master in private estate and wealth management) teaching a course on Luxembourg holding structures and mandatory disclosure requirements
  
• Member of the authors committee for the law review “Ingenierie Patrimoniale” (Editions JFA)