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Anna T.AT

Anna T.

Wealth Engineering Manager

€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 law firms (TAJ – Deloitte), a notary office, a banking Family Office (Rothschild Martin Maurel), and currently, as Head of Wealth Engineering at COGEFI, where I am notably leading the implementation of the Family Office activity. I serve as a technical partner to consulting teams on high-value and high-stakes cases.
I cover the entire wealth spectrum:
- Civil & Family Law: matrimonial regimes, donations, split ownership, inheritance, spouse protection, international structuring
- Personal Taxation: Income tax, real estate wealth tax, expatriation, exit tax, tax treaties, litigation
- Entrepreneurial Environment: holding companies, contribution-disposal, shareholder agreements, Dutreil, corporate income tax, dividends
- Family Office Wealth Audits: assessment, strategy, quantified recommendations, client support
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 "orchestra conductor" with notaries, lawyers, accountants, and international correspondents, I integrate as an outsourced senior engineering department serving the Family Office and its clients.
I would be delighted to discuss it 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

  • Rothschild & Co
    Legal Counsel
    CONSULTING AND AUDITS
    October 2018 - March 2024 (5 years and 5 months)
    Région de Paris, France
    - Wealth Tax: Preparation and monitoring of income tax and real estate wealth tax returns.
    - Tax Litigation: Audit of tax and wealth situation, responding to tax authorities during tax audits.
    - Corporate Legal Secretarial Services: Approval of accounts, company formation, drafting of bylaws and shareholder agreements, capital increases/reductions.
    - Accounting: Preparation of annual accounts for wealth management companies, accounting verification for companies subject to corporate income tax.
  • Cogefi
    Wealth Engineering Manager
    CONSULTING AND AUDITS
    March 2024 - Today (2 years and 3 months)
    - Tax and wealth monitoring of clients
    - Strategic asset allocation
    - Drafting of wealth reports
    - Training for private bankers
  • Wargny Lelong & Associés - Notaires
    Wealth Legal Counsel
    CONSULTING AND AUDITS
    January 2018 - September 2018 (8 months)
    Colombes
    - Advice on French real estate taxation (transfer taxes, VAT, and capital gains tax) and wealth taxation (transfer taxes, income tax, real estate wealth tax).
    - Assistance with acquisitions, sales, and investments in France and advice on suitable structures for these transactions.
    - Assistance and advice in personal tax litigation.
    - Implementation of wealth structuring, wealth reports.
    - Company formation, share transfers, capital increases, restructuring of professional or family assets.
    - Monitoring of accounting activities for wealth management companies.

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, she notably has the 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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