Olivier Dal Farra

Baker McKenzie - Luxembourg

Tax Partner

10-12 Boulevard Roosevelt
Luxembourg 2450
Luxembourg


+352 261844 254




Notable Practitioner


Jurisdictions:

Luxembourg

Practice areas:

General corporate tax


Olivier dal Farra is a Tax Partner in the Tax Group of Baker McKenzie's Luxembourg office. He specializes in corporate tax and international tax planning. He has more than 12 years of experience in Luxembourg. Before joining the Firm in 2019, Olivier worked as a senior tax manager for an audit firm in Luxembourg and in several international law firms in Paris and Luxembourg.

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).

  • 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 and ATAD 3 Committees)
  • Member of the tax and regulatory committee of the Luxembourg Association of family offices (LAFO)
  • Member of a Luxembourg association regrouping wealth planners (EPSG)
  • 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).

  • Admitted to the Luxembourg Bar (Liste I) (Avocat à la Cour)
  • Graduated from the Paris Bar School in 2010
  • A and B cycles in Taxation (Luxembourg Chamber of Commerce).
  • Master's degree in Professional Business and Tax Law (DJCE) with specialization in tax law (University of Nancy, 2008)
  • LL.M in international and European Business Law (Anglia Ruskin University in Cambridge, 2007)