Presentation of the Swiss office of Dumon Partners:
The Swiss office is led by Joseph Bechaalany, a Swiss tax and legal practitioner, admitted to the Lausanne and Geneva bars and member of the International Fiscal Association.
Joseph operates for a small number of high net worth and ultra-high net worth entrepreneurs, as their trusted legal and tax advisor for their corporate and private matters.
The office deals with structuring businesses in an optimal legal and tax manner, allowing each entrepreneur to take the best advantage in a legal way of the fruits of his endeavor and investments.
The relationship between shareholders, business or private partners, the transfer of businesses and wealth to the next generations are part of the daily work and advice.
Entry and exit strategies are carefully thought, challenged regularly and brainstormed taking into consideration the state of the art legal and tax practices and the new laws. Mergers, acquisitions, strategic alliances are part of the guidance offered to the entrepreneurs. Business alignment of the tax and legal advice is key for our clients.
Our areas of expertise:
Specialized in Corporate and Tax Law with a business mindset: translate business into legal and legal into business.
Interviewing, selecting and streamlining the advice from external lawyers in different jurisdictions to align with my clients’ needs. Challenging the advice and the client for more in depth and out of the box perspective.
Multi-cultural strategic and legal and tax advisor to entrepreneurs and UHNWI, governance, transfer of assets through generations, board memberships. Relationship between shareholders, entry and exit strategies in investments and core business in international, complex and delicate cultural or family environment. Balance sheet and P&L analysis and understanding.
The entrepreneurs we serve are active in IT, Medical, Biomedical, real estate or financial industries.
More details or our services:
Corporate
- Set up companies from startup company to multi-billion valuation and NYSE public quotation.
- Set up tax efficient incentive plans for executives.
- Increased reinvestment capacity of corporate client in R&D through important tax savings and structure streamlining.
- Board of cultural, humanitarian or educational foundations as well as private companies.
- Worked for middle-eastern PEPs for the organization of their EU located assets.
- Negotiating 4 gold mines acquisitions in DRC.
- Managed complex disputes between shareholders and led the team of lawyers for the litigation part of the dispute before the competent courts in Switzerland.
Private
- External family office for UHNWI.
- Estate planning, using international tools, such as insurance policies, trusts, foundations, within or outside the EU. Trust in depth understanding and use in many different circumstances. Clarified and settled an extremely complex estate (legal and tax aspects), with companies and trusts in Jersey, New Zealand, Curaçao, the Netherlands, South Africa, France. Organized the legal and tax consequences and amnesty for important undeclared assets worldwide. Helped private clients reduce their taxes by up to 100%, through corporate and personal life restructuring.
We operate in English, French, Arabic and Italian regularly.
