Hélie is Head of the Family Office division in Luxembourg at Stonehage Fleming, one of the world’s leading international Family Offices. He advices ultra-high net worth private clients and investors on a range of international and domestic tax and estate planning matters. Hélie has extensive experience in the estate planning industry.
Prior to joining the Stonehage Fleming Group in 2021 he was Head of Estate Planning & International Patrimonial Services at Banque Degroof Petercam in Luxembourg, where he was responsible for the Estate Planning department. He was also responsible for coordinating International Estate Planning files for the group and for developing private banking in Southern Europe, Canada and UK. Hélie joined Banque Degroof Petercam in 2007 and held roles including Head of Wealth Structuring and Head of Corporate and Structured Finance in Luxembourg. He began his career in 2003 at Banque de Gestion Privée Indosuez (now CA Indosuez Wealth) in Paris as an estate planner. He holds a Master’s degree in business law from the University of Paris X (Nanterre) and Post Graduate Diploma (DESS) in applied taxation from the University of Paris V (Malakoff). He is a member of the Society of Trust and Estate Practitioners (STEP) and the Luxembourg Private Equity and Venture Capital Association (LPEA)