Jérôme Assouline

Anticipation - Technicality - Engagement

EXPERTISES

Jérôme Assouline is the head of the firm’s tax practice.

Mr. Assouline advises entrepreneurs, funds, and groups of companies on their M&A and restructuring transactions. He is particularly involved in the area of private equity.

He also specializes in private wealth matters, advising entrepreneurs on the reorganization of their professional assets and the transmission of their businesses.

A member of the New York and Paris bars, Mr. Assouline has particular expertise in Franco-American taxation and has extensive knowledge in the area of trust taxation. He represents many American families who own property or reside in France.

He also has expertise in the field of real estate investment and tax litigation.

DISTINCTIONS

Legal 500
Ranking of law firms that specialize in tax law: Since 2008, Sekri Valentin Zerrouk has been ranked as a leading firm.
In 2015, Sekri Valentin Zerrouk was recommended for its “high level of service. The four-person team is excellent in handling private wealth matters including trust and estate matters, and also advises on transactional taxation. Heading the team, Jérôme Assouline is very talented and very much appreciated for his strong international experience.”

Décideurs Stratégies Finance Droit

Sekri Valentin Zerrouk was ranked 14 times in the 2015 edition of the guides, “Public-Sector Actors and Companies,” “Capital Markets – Investments,” “Leadership and Management of Human Capital, and “Private Clients and Asset Management”. The team, headed by Jérôme Assouline, is recognized for its “strong reputation” in transactional taxation including LBOs, and real estate taxation.

Legal week

Since 2013, Mr. Assouline has been listed in Legal Week’s annual publication on the top advisors on international private client taxation (International Trust and Private Client’s Elite).

Citywealth

Mr. Assouline has been on the Leaders List since 2013.

BAR ADMISSIONS

Paris
New York

BEFORE SVZ

Prior to joining the firm as a partner, Mr. Assouline was with KPMG and then Jones Day.

EDUCATIONAL BACKGROUND

Mr. Assouline has a degree (maîtrise) in business law from Paris II Assas, a management degree (maîtrise) with a specialty in international business from Paris IX Dauphine, a diploma from the Institute of Business Law (IDA) at Paris II Assas, a masters (DESS) in international taxation from Paris II Assas-HEC, a masters (DEA) in international economics law from Paris I Panthéon La Sorbonne, and an LLM in international taxation from New York University School of Law.

TEACHING

Mr. Assouline teaches at the University of Paris Dauphine and at the ESSEC Business School.

PROFESSIONAL ORGANIZATIONS

Mr. Assouline is a member of the New York Bar Association, the Institut des Avocats Conseils Fiscaux (IACF), the Society of Trust and Estate Practitioners (STEP), and the International Wealth Advisors Forum. He is also an officer of the Private Clients committee of the international Bar Association (IBA).

RECENT PUBLICATIONS AND PRESENTATIONS

Jérôme Assouline is the author of numerous academic articles and regularly takes part in professional conferences.

March 2016
Panel discussion on the Common Reporting Standard (CRS).  Conference of the International Bar Association (IBA), London.

October 2015

Conducted a session entitled “Tax structuring for private clients,” Annual conference of the International Bar Association, (IBA), Vienna.

March 2015

Organized a roundtable entitled “International Asset Management,” Conference of the International Bar Association (IBA) London.

March 2015

Published an article in the U.S. magazine Trusts & Estates: “Dangerous Liaisons: Beware of the Creation of Trusts for U.S. Citizens Residing in France.”

October 2014

Conducted a session on the structuring of non real-estate assets, annual conference of the International Bar Association, Tokyo.

June 2014

Conducted a workshop entitled “Should You Sell the Operating Entity or the Holding Company? Legal and Tax Strategies,” Workshop on Business Sales, Paris.

March 2014

Conducted a session on real estate ownership structures – Conference of the International Bar Association, London.

February 2014

Led a workshop on estate planning entitled “Managing the Aftermath of a Transfer: What to Do with the Contribution in the Medium to Long Term,” Inter-Professional Asset Management Meetings 2014, Agefi Actifs, Paris.

January 2014

Led a workshop entitled “Taxation of Holding Companies,” at a training day held by the KPMG Southwest Tax Planning Network, Avignon.

November 2013

Led a training session at a training day entitled “Current Issues – Accounting 2013,” in partnership with KPMG.

November 2013

Participated in a seminar entitled, “Rethinking the International Taxation System: What the Seniors Should Teach to the Young People,” International Bar Association (IBA), Paris.

November 2013

Participated in a seminar entitled “Regularization of Unreported Foreign Assets: An Instruction Manual,” Institut des Avocats Conseils Fiscaux (IACF).

October 2013

A session on investment funds entitled “How to Structure an Investment Fund for Private Clients,” Annual Conference of the International Bar Association (IBA), Boston.

June 2013

“Should You Sell the Operating Entity or the Holding Company?” Conference on business transfers, Palais des Congrès, Paris.

March 2013

Led a session on current issues in French asset taxation, Annual Conference of the International Bar Association (IBA), New York.

January 2013

Led a session entitled, “Selling a Business Tool: Strategies for 2013,” in partnership with Aforge Finance.

LAST ASSIGNMENT

they work together