Team Members Archive

Paul Okulov

Director of Marketing Asia

Paul Okulov provides support in Asia for IFA’s and Property companies for the registration, design, funding, operation and full service administration of U.S. Title 26 section IRC 402(b) compliant foreign retirement plans for U.S. persons and for persons or foreign financial institution transacting in U.S. Dollar that is Foreign Account Tax Compliance Act registered as ”Deemed Compliant”.

Paul has studied continuously in Sales, Marketing and Business Management which enables him to assist clients to use these techniques to help them grow their businesses. He has also held SFC and HKCIB licences in Hong Kong so he is familiar with the Regulatory environment in the region.

With over 30 years experience in the Banking, Finance and Insurance industry (B2B and B2C) Paul has a wealth of knowledge to enable him to provide excellent support to Fairbrook Alliance clients. Paul’s experience includes 20 years in Australia and 10 years as an IFA in Asia servicing expat clients in Hong Kong, China, Thailand, Philippines, Vietnam and Cambodia.

His Mission is to provide Fairbrook Alliance clients with a focal point of contact and build long standing profitable relationships. Paul can provide support in evaluating Alternative Cross Borders Tax Compliant Financial Solutions accessed by means of a Private Placement Open Architecture Life or Annuity Policy and/or International Retirement Plan Tax Treaty Network Structuring. With a wide network of Attorneys, Accountants, Asset Managers, Trustee’s and other Financial Service providers Cross Borders, we can assist you to tailor each client’s own ideal Financial Solution.

    Continue Reading

    Ken Golby

    Strategic Planning For Global Investors

    Ken Golby has over 30 years of experience in the financial services industry. He has spent 10 years in the onshore UK industry and over 20 years in the offshore industry and is a member of The Institute of Supervisory Management. In 1982 he started his career working for Merchant Investors in London and moved up from consultant to Managing Director of a national independent brokerage linked to an accountancy practice.

    10 very successful years later an offer was made to represent a company in Dubai, UAE known as Finexco International Limited, a truly international brokerage working in over 30 countries and after spending 7 successful years developing the Middle East in 1999 he was a founder member of Phoenix International Management Group Limited registered in British Virgin Islands. One year later the company was transferred to the Bahamas and called Phoenix Investment Consulting and as Managing Director the company was grown to cover the Far East, Middle East and South America.

    In 2005 he became Chief Executive Officer and sole owner of Phoenix Consultants Limited, which trades today in Africa, Europe, Far East, Latin America, Middle East and South East Asia.

    In 2008 Ken Golby gained the qualification CII Award from the Chartered Insurance Institute, in 2009 he passed the required examination module with The Institute of Banking & Finance in Singapore, also in 2009 gained the qualifying module with the Singapore College of Insurance and in 2011 became a member of the Society of Will Writers in the United Kingdom.

    Excelsior Worldwide (Bahamas) Ltd.

    1st Floor,
    Kings Court,
    Bay Street,
    P.O. Box N-3944,

    Related Links

    Continue Reading

    Ann Cooley

    Financial Planning

    Ann Cooley, JD, Family Mediator, Collaborative Practitioner, CFPCM

    Pacific Hawk (HK) Ltd is a multi-family office in Hong Kong providing investment advisory services for families and professionals. We act as a one-stop shop offering financial and legal solutions, and mediation for the family. The company was setup in 1997.

    We specialize in managing sensitive and often complex family financial issues such as generation planning. Financial solutions include financial planning, portfolio management, investment strategies, and retirement plans. Legal solutions include estate planning, Wills, trusts and family business mediation.

    Ann has over 30 years of experience in finance, venture capital, and banking, supporting multi-jurisdiction families in New York, London and Hong Kong. She is also a founding partner of St. James’s Place wealth management, London. Ann is a qualified Collaborations Practitioner (CP), an accredited Family Mediator of HKIAC and a Certified Financial Planner.

    The Pacific Hawk (HK) Ltd team is fluent in English, Cantonese and Mandarin, with collective international financial experience of over 80 years.

    Ann Cooley, JD
    CFPCM, Family Mediator
    Collaborative Practitioner
    Pacific Hawk (HK) Limited
    2802 Admiralty Centre Tower One
    18 Harcourt Road
    Hong Kong

    Continue Reading

    Michael T. Mazzone

    U.S. Tax Law

    Mr. Mazzone is a Partner in the Advanced Planning and Family Office Practice Group at Handler Thayer, LLP.  His background in tax law, accounting and finance enables him to focus his practice on Federal, State & International Taxation and Financial & Estate Planning.

    He concentrates his tax practice on tax planning, tax preparation and tax representation attributable to income, estate, gift, excise and franchise tax, treaty analysis, state tax comparisons, and sales and use taxes.  His financial and estate planning services include structuring and implementing comprehensive estate plans, and handling pre-marital planning, asset protection planning and financial planning.

    Continue Reading

    Yimin Kou

    International Taxation

    Yimin Kou is the senior tax lawyer, a member of the International Fiscal Association (IFA), graduated from Law School of Peking University and the International Tax Center of Leiden University. Her professional career in cluded working in a Big Four firm and a foreign law firm Beijing Representative Office. Ms. Kou specializes in handling cases of international tax law and merger and acquisition.

    Ms. Yimin Kou graduated from Leiden University (Adv. LLM in International Taxation) and Peking University Law School (J.M. Hons.). Before joining CTAC group, she was a founding partner of M&T Law Firm and worked as tax lawyer in Deloitte China and Chiomenti Law Firm (Italy), Beijing Office and C&A Advisors , Beijing Office.

    Ms. Kou has more than 10 years of experience in Chinese non-tax law and tax law specializing in international tax issues including international strategic tax review and cross-board MA, TP audit ,APA, and international tax controversy dispute resolution, family wealth inheritance and trusts. Her paper “Departures from the OECD MC and Commentaries in EU Law and Tax Treaties” from Chinese prospective as a country report will be published by IBFD in the near future.

      Continue Reading

      Silicon Palms