ALERYS PARTNERS
From tax advice to oversight and governance.
We blend operational pragmatism with advanced tax knowledge and market experience to support your business agenda.
Pragmatic. Expert. Market Driven.
We are Alerys Partners.
WHO WE ARE
OUR VISION
My name is Valentina, Managing Partner at Alerys Partners, an independent Luxembourg-based governance advisory firm founded to help board members and asset managers/asset servicers strengthen their tax governance and navigate ever-evolving tax and regulatory requirements.
Drawing on fourteen years of combined BigFour and asset management experience, we integrate tax technical expertise with a practical understanding of the regulatory framework applicable to supervised entities.
From providing tax sign‑offs on transactions to AEoI advice and building an autonomous, multidisciplinary framework and training staff, Alerys Partners is built on technical excellence, operational pragmatism and genuine understanding of the financial sector's challenges and ambitions.
We work in English, French, German and Luxemburgish.
Our vision is clear: deliver tangible, implementable solutions adapted to your operating model and portfolio -enhancing governance without disrupting your business.
WHAT WE DO
OUR MISSION
TAX GOVERNANCE/
TAX OVERSIGHT
No, not another Tax Policy
Governance sits at the heart of regulation and robust management. We don't treat Tax as a standalone function but as a core pillar of governance embedded across the entire value chain - from investor/client onboarding to compliance, delegation monitoring, portfolio management and oversight.
We provide a proportionate and coherent framework by mapping its interactions with your existing business process, supported by practical deliverables adapted to your operations.
From DAC 6 assessment to refined onboarding step plan over to dedicated Tax Offences Policy, we adapt to your tax risk appetite.
THE BOARD/
DEDICATED TRAINING
More than just a slide deck
Training that is adapted to your needs and level of tax technical awareness.
We understand that responsibilities vary depending on your role. Whether you act as RC/MLRO, sit on a board, or are an established asset servicer, your needs are different - and we tailor our support accordingly.
From reading an AEoI self-certification to understanding tax/ATAD II representations in sub docs and having appropriate tax KPI as board member, we break these topics down in a way that is accessible and operationally relevant for you.
And of course, you get to keep the slides.
TAX OFFENCES/
TAX TRANSPARENCY
From AEoI to predicate tax offences
Effective tax risk management begins with a clear understanding of risks that your business and portfolio might face, which is then settled in a well defined risk appetite with relevant mitigation measures and trackers.
The era in which tax matters were merely treated as reporting exercise is long gone. Today, processes must reflect market reality and efficiently support business operations and the client.
We don't just list the CSSF indicators with a description, but we adapt regulatory tax compliance to your existing business operations and create together a seamless tracking to meet regulator's and tax authorities' expectations.
IMPLEMENTATION/
REMEDIATION
When uncertainty knocks on the door
Whether you are acquiring a new business or transforming yours, this inevitably requires process alignment, onboarding of legacy portfolio and the ability to navigate the unknown.
Uncertainty also arises when facing a thematic onsite inspection from the regulator or responding to an AEoI audit request from the tax administration or remediating an internal/external audit finding.
We provide a comprehensive management of this uncertainty, through offsite and onsite assistance.
HOW WE DO IT
OUR APPROACH
Pragmatic
We believe in practical solutions that you can actually use and embed in your daily operations. This includes refining onboarding step plans, enhancing due-diligence questionnaires, creating plausibility checklists for received tax documentation and mapping tax risks across your portfolio.
We guide you in identifying potential tax risks and in managing communication with relevant stakeholders so that tax oversight becomes part of your everyday processes rather than an abstract exercise.
Expert
We provide precise guidance on how to interpret tax provisions and understand their interaction with regulatory requirements.
While we do not advise on the efficiency of a given tax structure, we help you read and understand your clients’ structures and implement efficient oversight mechanisms. Our focus is on enabling you to track tax‑related obligations, monitor compliance, and build a robust, informed governance framework.
Market Driven
We are committed to delivering solutions that align with market dynamics and integrate continuously into your business. Our approach ensures that your operations - and your relationships with authorities, clients, and partners - remain stable, trusted, and uninterrupted.
We recognize that regulations and market practice don't always move in perfect alignment. We help you navigate this gap, finding the balanced, workable approach that supports both compliance and commercial reality.
Whether you are stepping into a new CO role, serving as an iNED, or operating as a seasoned asset servicer, we collaborate with you to shape a solution aligned with your immediate priorities.