Olivier Dal Farra
Biography
Practice Focus
Olivier's practice focuses on international tax planning and tax advice in connection with M&A transactions and reorganizations. Olivier routinely assists international clients, including foreign asset managers and private equity firms, in tax structuring strategies concerning their debt or equity investments. He also advises financial institutions (asset managers/banks/insurance companies) on tax planning and international tax compliance aspects.
He has significant experience in assisting high-net-worth individuals and families with international tax, wealth planning, regulatory and family governance issues. Olivier is a member of the steering committee of Baker McKenzie EMEA's Wealth Management Practice and works closely with the Baker McKenzie's Wealth Management Practice. He advises numerous family offices, HNWI and private bankers on the tax structuring of investments and estates of private clients, as well as on succession planning.
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.
He is the author of a book on the taxation of Luxembourg holding companies titled "Luxembourg holding companies – Domestic and International tax aspects." He is a lecturer at Dauphine University (executive master in private estate and wealth management) and he is a member of the authors committee for the law review “Ingenierie Patrimoniale” (Editions JFA).
Representative Legal Matters
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Assisting UHNW single family offices on the set-up of their Luxembourg private investment platforms
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Advised a US investment bank on their investment in a Luxembourg-based joint venture
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Assisted a Nordic infrastructure asset manager on the structuring of a Luxembourg-regulated investment fund investing in risk capital (SICAR)
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Assisted a France-based private equity house on the tax structuring of a Luxembourg-regulated debt investment fund and its downstream investment structure
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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*
Professional Associations and Memberships
- Luxembourg Bar (Liste I) (Avocat à la Cour) - Member
- Association for the Luxembourg Funds Industry (ALFI) - Member, DAC6 and ATAD 3 Committees
- Luxembourg Association of family offices (LAFO) - Member, Tax and Regulatory Committee
- Luxembourg Association Regrouping Wealth Planners (EPSG) - Member
- Law Review“Ingenierie Patrimoniale” (Editions JFA) - Member, Authors Committee
Admissions
- Luxembourg (2012)
Education
- Paris Bar School (2010)
- University of Nancy (Master's Degree in Professional Business and Tax Law (DJCE) with specialization in tax law) (2008)
- Anglia Ruskin University in Cambridge (LL.M in international and European Business Law ) (2007)
- Luxembourg Chamber of Commerce (A and B Cycles in Taxation)
- Luxembourg Chamber of Commerce (A and B cycles in Taxation)
Languages
- English
- French