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ANDREY BERLINBLAU
Experienced CFO / consultant / financial manager & tax advisor / wealth manager with 25+ years of financial and operational experience in senior roles, both inhouse and contract, incl. local and international companies, private family offices, etc.
Managed FP&A, Risk & Compliance, Admin & IT functions, reported to different levels in HQ and the Board of the private and listed companies in various industries.
Now in Consulting & Advisory, providing Financial Management, FP&A, Corporate Finance, Risk & Compliance, Operations Transformation Support & BPO Advisory services at the C-level.
Proven leadership abilities, executive presence and communication skills, relationship oriented, evidenced success in forming deep relationships with clients as well as developing new client business insight and understanding of the needs and dynamics of client’s business.
Private Clients Experience include:
Advising individuals and families wishing to move to other jurisdictions on their immigration options and tax planning, including the creation of suitable asset holding structures.
Advising a variety of clients on the tax treatment of residential property held within offshore structures and on the available restructuring options.
Advising on establishment of family investment companies for a number of clients to assist with preserving wealth for the next generation.
Advising on the administering of the estates of both "dom" and "non-dom" clients with multi-jurisdictional issues.
Advising on potential breach of trust claims, particularly in relation to the investment of trust assets.
Acting on behalf of the clients with respect to their investments into various projects incl. early stage businesses, pre-IPO businesses, private equity projects, etc
Advising on acquisitions and disposals of business interests, alongside structuring and implementing investment structures and advising on the regulatory aspects of investments.
Acting for individuals with significant and complex assets to reach financial settlements on divorce or probate
Acting for individuals requiring advice on pre and post marital agreements, often where agreements are required in multiple jurisdictions, as part of tax and estate planning.
Corporate and Hands-On Experience include:
Leadership & Project Management in multitasked consulting projects
Financial Management / FP&A/ Financial Control;
Business transformation / transition / carveout / integration support & Business Process Outsourcing;
Cost Planning and Management;
ERP/CRM systems implementation;
Asset management, M&A, investment consulting and consolidation of the assets.
Wealth management and advisory to multiple generations of HNW/UHNW families, establishing succession planning and personal family legacy.
Proven business development and client relationship management focus with leadership experience;
Industries include Telco, Media, Travel, Pharma, Production, Agri. Clients incl. local Groups and Fortune 500 multinationals.
Principal experience at the Corporate / Group / BoD level:
Shareholders / Board / C-level Advisory;
Tax & Legal Structuring, Compliance and Efficiency incl. project and budget management of 3rd party tax and legal providers and consultants (incl. Magic Circle and Legal 500 providers);
Financial & Legal GRC (Governance, Risk & Compliance) at Legal Entity/Subsidiary/Affiliate levels;
M&As, Legal Structuring, Corporate Reorganisation and Restructuring in various jurisdictions;
Start Up / Greenfield Planning, Management & Control;
Financial Management & Control, Cost Planning & Analysis;
Treasury Consulting and Restructuring;
Business development, incorporation and management of new partnerships and Business Units;
Leadership & Project Management in consulting projects.
Industries include Telco, Media, Travel, Pharma, Production, Agri. Clients incl. local Groups and Fortune 500 multinationals.
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