Atoz

What Atoz does

ATOZ is a Luxembourg-headquartered, independent tax advisory firm established in 2004, structured as a société anonyme (S.A.) under Luxembourg law and operating a group comprising ATOZ Tax Advisers (the core), ATOZ Services, ATOZ Fund Services, ATOZ Governance Services, ATOZ Services UK Ltd (London), and ATOZ Tax Advisers Middle East (Dubai, DIFC). Group headcount is 208 with 75 staff in the parent entity. The firm delivers professional services across five practice areas — International & Corporate Tax, Transfer Pricing, Indirect Tax, Tax Litigation, and Corporate Finance — supplemented by an ESG consulting line (Deveco) and a nascent technology initiative (ATOZ Solutions).

The firm is a founder and member of Taxand, the world's largest independent tax network, which provides cross-border reach; senior partners sit on the governing and technical committees of ALFI, LPEA, L3A, LTPA, IFA, INREV, ABBL, AmCham, and Invest Europe. The client base is institutional and B2B: investment funds and asset managers, private equity houses, real estate investors, multinational corporations, and family offices. Engagement is sales-led and quote-based with no publicly disclosed pricing; distribution is direct professional services with no retail or self-serve channels. Marketing is driven by thought leadership — ATOZ Reports, ATOZ Alerts, on-demand and live webinars, and active conference participation. ATOZ is privately held, founder-led (Managing Partner Keith O'Donnell), and has raised no external funding; revenue is not publicly disclosed.

Name

Atoz

Legal name

ATOZ Group, société anonyme

Website

https://atoz.lu

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

51–100 employees

Short description

ATOZ is a Luxembourg-based independent tax advisory firm offering international corporate tax, transfer pricing, indirect tax, tax litigation, and corporate finance services to investment funds, private equity, real estate investors, and multinational corporations across Europe and the Middle East.

Ownership category

akta.pro rank

Product category

Tax Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Professional, Scientific, and Technical Services (54), Offices of Lawyers (541110)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Transfer Pricing & International Tax Services (BPAHABAI)

akta.pro secondary industries

Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ), Tax Valuation & Transfer Pricing Support (409A, estate/gift, intercompany) (FSAEAHAC)

Keywords

• Tax advisory services
• Transfer pricing
• International tax compliance
• Investment fund structuring
• Corporate tax consulting

Headquarters

HQ city

Héienhaff

HQ country

Luxembourg

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Advisory Services: Professional fee-based tax advisory services including international and corporate tax, transfer pricing, indirect tax, and tax litigation. Services provided to investment funds, private equity, real estate, and multinational corporations.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

ATOZ is a Luxembourg-based independent tax advisory firm providing international and corporate tax, transfer pricing, indirect tax, tax litigation, and corporate finance services to investment funds, private equity, real estate vehicles, and multinational corporations. Service delivery is supported by affiliated entities covering fund administration, operational services, and corporate governance, with cross-border reach via the Taxand global network.

Product overview

ATOZ is a Luxembourg-based tax advisory firm operating as part of a group including ATOZ Tax Advisers Luxembourg, ATOZ Services, ATOZ Fund Services, ATOZ Governance Services, and ATOZ Tax Advisers Middle East. The firm offers professional services organized around key practice areas: International & Corporate Tax, Transfer Pricing, Indirect Tax, Tax Litigation, and Corporate Finance. Additional specialized offerings include ESG consulting through Deveco and withholding tax reclaims services via Taxand partnerships. ATOZ primarily serves investment funds, private equity, real estate, and multinational corporations.

Differentiator

Problem solved

Functional benefit

Brands

• ATOZ Foundation: Charitable foundation operated by the ATOZ Group for social responsibility initiatives.

Products and services

• ATOZ Tax Advisers Luxembourg Core Luxembourg tax advisory firm providing international and corporate tax, transfer pricing, indirect tax, tax litigation, and corporate finance services to institutional investors, private equity, and multinational corporations.
• International & Corporate Tax Tax advisory on investment funds, private equity, mergers & acquisitions, holding and financing structures, transfer pricing, and substance requirements, for institutional investors and multinational corporations.
• Transfer Pricing Arm's length pricing documentation, Master File preparation, and transfer pricing advisory for intra-group transactions of multinational clients.
• Indirect Tax VAT, registration duties, insurance premium tax, excise and customs duties advisory for financial services, real estate, aviation, and industrial clients.
• Tax Litigation Representation during tax audits, administrative claims, and court litigation proceedings for clients before Luxembourg tax authorities and courts.
• Corporate Finance Business planning, financial modelling, financing structuring, M&A due diligence, restructurings, and valuations for corporate clients.
• ESG Consulting (Deveco) ESG advisory services including sustainability strategy, CSRD compliance, carbon footprint assessment, and double materiality analysis for corporate clients.
• ATOZ Services Operational and administrative services complementing ATOZ Tax Advisers' tax advisory offerings for institutional clients.
• ATOZ Fund Services Specialized services for investment fund vehicles and asset management structures.
• ATOZ Governance Services Corporate governance and related advisory services for corporate clients.
• ATOZ Tax Advisers Middle East Middle East tax advisory services delivered from Dubai (DIFC), serving asset managers, investment funds, family offices, and multinationals operating in the UAE region.

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eleven partnerships are on record, tiered core and minor.

• TaxandcoreStrategic or Co-development PartnerFounder and member of Taxand, the world's largest independent tax network, providing global tax advisory reach while maintaining Luxembourg-based expertise
• Association of the Luxembourg Fund Industry (ALFI)coreStrategic or Co-development PartnerActive member with representatives on Tax Commission and various working groups including BEPS, DAC, and REIF
• Luxembourg Private Equity Association (LPEA)coreStrategic or Co-development PartnerMember with participation in BEPS working group; professionals speak at LPEA events
• Luxembourg Alternative Administrators Association (L3A)minorStrategic or Co-development PartnerOliver R. Hoor serves as co-chair of the tax and regulatory committee
• Luxembourg Transfer Pricing Association (LTPA)minorStrategic or Co-development PartnerOliver R. Hoor is a founding member
• International Fiscal Association (IFA) LuxembourgminorStrategic or Co-development PartnerKeith O'Donnell serves as chairman of Luxembourg chapter; various team members are members
• American Chamber of Commerce in Luxembourg (AmCham)minorStrategic or Co-development PartnerJamal Afakir is a member of the Tax Committee
• Invest EuropeminorStrategic or Co-development PartnerOlivier Remacle is a member
• INREVminorStrategic or Co-development PartnerKeith O'Donnell is a member of the management board; Antoine Dupuis is a member of the tax committee
• Luxembourg Banking Association (ABBL)minorStrategic or Co-development PartnerThibaut Boulangé is a member of the Indirect Tax Committee
• CRIDO (Taxand peer in Poland)minorGTM or Marketing PartnerHost venue for Taxand Global Transfer Pricing Conference 2026 in Warsaw

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Loyens & Loeff: Benelux-rooted law and tax firm with a major Luxembourg office, deeply focused on tax structuring for funds, real estate, and multinationals. Direct peer given overlapping service lines and client base in Luxembourg and the Netherlands.
• Arendt & Medernach: Leading Luxembourg law and tax firm with deep specialization in investment funds, private equity, and corporate structuring. Direct competitor for ATOZ's core Luxembourg fund-structuring and tax advisory mandates.
• BDO Luxembourg: Mid-tier accounting and advisory firm with a Luxembourg tax practice serving funds, family offices, and mid-market corporates. Closest size-tier peer to ATOZ in the local market.
• NautaDutilh Luxembourg: Benelux law firm with a Luxembourg practice advising on tax, fund formation, and corporate transactions. Direct competitor for fund and corporate structuring work in Luxembourg.
• Stibbe Luxembourg: Benelux law firm with a Luxembourg office providing tax advisory alongside corporate and financial law. Direct competitor for cross-border tax mandates involving the Benelux region.

Broad incumbents

• Baker McKenzie Luxembourg: Global law firm with a significant Luxembourg tax practice serving investment funds, PE, and multinationals. Competes for the same clients as ATOZ but offers much broader geographic and practice coverage.
• EY Luxembourg: Big 4 firm with a substantial Luxembourg tax and legal services practice serving investment funds, alternative assets, and multinationals. Competes with ATOZ on cross-border structuring mandates.
• PwC Luxembourg: Big 4 firm with a major Luxembourg tax and legal services practice. Targets the same fund, PE, and multinational client base as ATOZ, with global reach that the boutique cannot match.
• Deloitte Luxembourg: Big 4 advisory firm with a large Luxembourg tax practice serving the same investment fund, PE, and corporate clients as ATOZ. A broad incumbent offering integrated audit, tax, and consulting services.
• KPMG Luxembourg: Big 4 firm with a Luxembourg tax practice focused on investment management, PE, and corporate clients. Overlapping target market with ATOZ, with a broader global footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/atozluxembourg
• Facebookfacebook.com/atozluxembourg
• LinkedInlinkedin.com/company/atoz

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Subsidiaries7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Atoz