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Anna T.AT

Anna T.

M&A Executive Wealth Engineering

€250/day
1 project
Paris, FR
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Anna

Anna Tikhonova – External Partner in Wealth & Tax Engineering
For over 12 years, I have been assisting entrepreneurs, executives, and large families with their wealth structuring, tax, and corporate issues, both in France and internationally.
My background includes experience in law firms (TAJ – Deloitte), notarial offices, private banking family offices (Rothschild Martin Maurel), and currently as Head of Wealth Engineering at COGEFI, where I am notably leading the establishment of the Family Office activity. I act as a technical partner for consulting teams on high-value and high-stakes cases.
I cover the entire wealth spectrum:
- Civil & Family Law: marital property regimes, donations, splitting of ownership, inheritance, spouse protection, international structuring
- Personal Taxation: Income Tax, Real Estate Wealth Tax, expatriation, exit tax, tax treaties, litigation
- Entrepreneurial Environment: holding companies, asset contributions/sales, shareholder agreements, Dutreil, corporate tax, dividends
- Family Office Wealth Audits: assessment, strategy, quantified recommendations, client materials
My added value: transforming complex wealth situations into clear, secure, and tax-optimized strategies, with deliverables directly usable in client meetings (summary notes, simulation Excel sheets, PowerPoint).
Accustomed to working as an "orchestrator" with notaries, lawyers, accountants, and international correspondents, I integrate as an outsourced senior engineering unit serving the Family Office and its clients.
I would be delighted to discuss this further – you can reach me at .
Best regards,
  • French

    Native or bilingual

  • Russian

    Native or bilingual

  • English

    Fluent

Can work on-site
Paris (up to 50km)

Experience

  • Banque populaire Rives de Paris
    Wealth Engineer - M&A
    BANKING AND INSURANCE
    May 2026 - Today (3 months)
    Paris, France
    I 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 & Co
    Wealth planner
    CONSULTING AND AUDITS
    October 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.
  • Cogefi
    Head of Wealth Engineering
    CONSULTING AND AUDITS
    March 2024 - April 2026 (2 years)
    - Tax and wealth monitoring of clients
    - Strategic asset allocation
    - Drafting of wealth management reports
    - Training for private bankers

Reviews

5.0

Out of 1 rating

Jean-PhilippeJ

Jean-Philippe

Orientation Durable

Reviewed on 10/26/2021

Delighted with the collaboration. Anna was effective, notably possessing an ability to simplify complex issues.

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Education

  • Master 1 Business Law
    Université Paris Ouest Nanterre La Défense
    2011
    Droit des affaires
  • Master 2 Corporate Law and Taxation
    Faculté de droit Aix en Provence
    2012
    Fiscalité de l'entreprise Droit des sociétés Comptabilité

Skill set (9)

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