About Anna
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- Banque populaire Rives de ParisWealth Engineer - M&ABANKING AND INSURANCEMay 2026 - Today (3 months)Paris, FranceI assist executives, shareholders, and wealthy families in structuring, securing, and optimizing their assets before, during, and after divestment, acquisition, or transfer operations.My expertise notably covers:- Wealth preparation for M&A transactions;- Structuring of capital ownership (holding companies, shareholder agreements, splitting of ownership, transfer);- Tax optimization of divestment proceeds and cash flows;- Organization of family governance;- National and international transfer;- Coordination of advisors (lawyers, notaries, accountants, private banks, family offices).I intervene at key moments in an executive's life: fundraising, group reorganization, business sale, reinvestment of proceeds, retirement preparation, or family transfer.My approach combines technical expertise, strategic vision, and the ability to coordinate all stakeholders around a coherent wealth roadmap.
- Rothschild & CoWealth plannerCONSULTING AND AUDITSOctober 2018 - March 2024 (5 years and 5 months)Région de Paris, France- Wealth Taxation: Preparation and monitoring of income tax returns and real estate wealth tax returns.- Tax Litigation: Audit of tax and wealth situation, responding to tax authorities during tax audits.- Corporate Legal Secretariat: Approval of accounts, company formation, drafting of bylaws and shareholder agreements, capital increase/reduction.- Accounting: Preparation of annual accounts for wealth management companies, accounting verification for companies subject to corporate tax.
- CogefiHead of Wealth EngineeringCONSULTING AND AUDITSMarch 2024 - April 2026 (2 years)- Tax and wealth monitoring of clients- Strategic asset allocation- Drafting of wealth management reports- Training for private bankers
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Education
- Master 1 Business LawUniversité Paris Ouest Nanterre La Défense2011Droit des affaires
- Master 2 Corporate Law and TaxationFaculté de droit Aix en Provence2012Fiscalité de l'entreprise Droit des sociétés Comptabilité