K. Eli Akhavan
K. Eli Akhavan
Partner | Grant Herrmann Schwartz & Klinger
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Trusts: Planning
Tax Advisory
Office Location
United States
Short Biography
Eli Akhavan is a Partner at GHSK LLP and focuses his practice on tax and estate planning for high net-worth US and non-US clients. He advises domestic and international individuals and families with respect to tax and estate planning for their US assets and beneficiaries and incorporates dynasty trust planning for his clients. Eli also advises cross-border clients on all aspects of international estate matters, including foreign trusts, pre-immigration and expatriation planning, and on structuring investments in US real estate and US financial assets. Eli's practice also includes advising clients on the formation of private trust companies for purposes of wealth management and privacy. Additionally, Eli practices in the area of cross-border asset protection planning.
What is your favorite restaurant to take a client or colleague to?
Reserve Cut in NYC
What is the best piece of advice you have ever received?
Seek the highest standards
What was your first job?
Currency trading
What is the book you recommend to everyone?
Executive Toughness by Dr. Jason Selk
What changes do you expect to see in your practice over the next year?
Increasing focus on income tax planning in the context of global mobility
Alice Dumoitier
Alice Dumoitier
Client Services Director | Equiom (Jersey) Limited
JURISDICTION
Hong Kong SAR, Singapore, Europe, Abu Dhabi, Bahrain, Qatar, Kuwait, Oman, Saudi Arabia, United Arab Emirates, Egypt, Libya, Tunisia
TOP SPECIALISMS
Fiduciary
Trusts & Trusteeship
Trusts: Contentious
Office Location
Jersey
Short Biography
Alice Dumoitier is a Client Services Director of Equiom (Jersey) Limited responsible for overseeing a portfolio of diverse HNW clients. Her accountancy background enables her to understand the detailed aspects of complex transactions and to provide invaluable guidance for her clients when considering tax and legal advice. With her detailed technical knowledge she assists clients in finding pragmatic solutions to issues as they arise, as well as keeping them abreast of ongoing legislative and regulatory changes. Working closely with our Asian offices, Alice acts as global relationship lead on a number of Equiom’s international/multi asset clients in Asia and the Middle East. As a professional director of a PTC she has been involved in complex litigation through which her experience as a professional trustee has helped guide both the family and her lay trustees through some very complex issues, giving her a unique perspective on contentious trust matters.
What is your favorite restaurant to take a client or colleague to?
Feast on Gorey Pier
What is the best piece of advice you have ever received?
We cannot solve our problems with the same thinking we used when we created them' - Einstein
What was your first job?
Trainee bookkeeper
What is the book you recommend to everyone?
The Girl with the Dragon Tattoo by Stieg Larsson
What changes do you expect to see in your practice over the next year?
The focus will most likely be on possible changes to the UK Non-dom legislation and IHT.
Andrea Baroni
Andrea Baroni
Wealth Advisor | Capital Trustees AG
JURISDICTION
Switzerland, Europe, LatAm, Middle East
TOP SPECIALISMS
Family Office
Trusts & Trusteeship
Trusts: Planning
Office Location
Switzerland
Short Biography
Andrea is responsible for the company's global strategies for multinational groups, private estates of prominent international UHNW families and non-profit organizations. In over thirty years of experience in banking and wealth planning in Switzerland and the UK, he has covered primary positions in the senior management of bank-owned trustee companies and on the boards of international groups. Specialized in International Tax and Trust Law at King's College London (LL.M.), Andrea is TEP and a member of the International Fiscal Association (IFA), as well as a Chartered Accountant in Switzerland.
What is your favorite restaurant to take a client or colleague to?
Il Baretto in Milan
What is the best piece of advice you have ever received?
Do one thing at a time
What was your first job?
Financial analyst at Salomon Brothers
What is the book you recommend to everyone?
The House of the Spirits by Isabel Allende
What changes do you expect to see in your practice over the next year?
AI integration will further accelerate our daily professional activities.