About
Omar Al-Rashid specializes in cross-border taxation, international financial planning, and wealth management for relocating professionals. He ensures clients optimize their financial positions while maintaining full compliance with all applicable tax regulations. His deep knowledge of international tax treaties saves clients millions. Omar started his career at PwC in Dubai, where he led the Middle East tax advisory practice. He later joined HSBC Private Bank as a senior wealth planner, managing portfolios for ultra-high-net-worth individuals across the Gulf region. At EBCI, he has structured tax strategies that saved clients over €15 million in double taxation.
Education
- MSc in International Tax Law, Vienna University of Economics
- MBA in Finance, London Business School
- BSc in Accounting, American University of Beirut
Certifications
- CPA (Certified Public Accountant)
- EA (Enrolled Agent, US Tax)
- Chartered Tax Adviser (CTA)
- Certified Financial Planner (CFP)
Key Projects
- Saved clients €15M+ in double taxation through strategic planning
- Built automated tax comparison tool for 40+ countries
- Designed compensation structuring for 200+ expatriate assignments
- Published guide on cross-border tax optimization