Dr. Sanjay Tolani, a living legend in the financial services industry, is renowned for his Tolani Flow® strategies that have revolutionized estate planning for the global affluent. With a focus on inter-generational wealth planning, he has adeptly managed assets exceeding $25 billion and saved clients over $5 billion in taxes and fees through innovative tax optimization strategies. As the founder of Tolani Flow®, Dr. Tolani's client-centric approach has led to the creation of bespoke solutions for over 50 high net worth families, making a lasting impact on their financial legacies.
🎓 Educational:
Dr. Tolani holds a Ph.D in Finance, multiple degrees in banking, finance, risk management, and actuarial science. He has earned several professional certificates, including the Fellow, Life Management Institute (FLMI) and the Certified Finance Professional (CFP, Canada).
🔗 Directorships & Affiliations:
Dr. Tolani has held multiple sovereign and corporate directorships. His appointment also included institutional directorships which are serving supranational financial services companies, multinational educational enterprises and faith-based and nonprofit organizations.
🌍Philanthropist:
Dr. Tolani is committed to giving back to the community and supporting global philanthropic efforts. He supported Pearl Foundation in China, Million Dollar Round Table Foundation (USA) and Goodwill Charitable Foundation.
📚 International Author, Speaker & Mentor:
Dr. Tolani's passion for simplifying financial planning has made him a global speaker, author of 13 financial books, and mentor to 100K+ professionals. He's been featured in media across UAE, North America, Europe, India, and Southeast Asia for his work.
His personal references comprise individuals who have held these positions:
✅CEO's of several multinational corporation, who relied on his advice to structure complex cross-border transactions and manage their personal investments.
✅Prominent members of parliament, who sought his counsel on tax planning and compliance legislation.
✅The patriarch of several wealthy families have engaged him to design comprehensive estate plan which ensure tax efficiency for multiple generations and protect their assets.
✅Many successful entrepreneurs, have worked closely with him to develop a customized investment portfolio and implemented succession planning strategies.
✅Multiple startup and venture capitalist funds have turned to him for guidance on equity compensation plans, fundraising strategies, and exit or succession planning.
📧 Let's Connect: me@sanjaytolani.com
27 июл 2024
