Freelancer profile translated to English.

Description

Expert capable of building a true short, medium, and long-term wealth strategy, implementing structures that take into account all aspects of wealth and appropriate legal and tax solutions.

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Can work on-site

Paris (up to 50km), Rennes (up to 50km)

Citadelle Family Office
Family Officer
May 2023 - Today (3 years and 1 month)
Paris, France
Global Wealth Support:
Advising clients and business leaders in managing their wealth from a holistic perspective.
Legal and Tax Advice:
Wealth structuring (Dutreil Pact, wealth arrangements, taxation...)
Optimization of civil, tax, and social aspects
Investment Opportunities:
Identification and selection of relevant investments (Private Equity, real estate, diversified investments...)
Financing Implementation:
Research and structuring of appropriate financing (chateau financing, asset refinancing, solutions for non-residents...)
Real Estate Support:
Search and acquisition of exceptional properties
Support for the sale of real estate properties
Administrative and Declarative Support:
Assistance with administrative procedures
Help with tax declarations
Banque Palatine
Private Banking
July 2018 - July 2023 (5 years)
Île-de-France, France
Management and development of a portfolio of business leaders and high-net-worth clients in France and abroad (Minimum +€500K/clients)
Construction of open architecture wealth strategies
Complex structuring and financing (Carried-interest, OBO, Refinancing, ...)
Financial investment advice (Private Equity, structured products, dedicated funds, ...)
Conducting wealth assessments
BNP PARIBAS
Private Banking
September 2016 - March 2018 (1 year and 6 months)
Île-de-France, France
Participation in the activities of wealth advisors
Client support in their projects to optimize their wealth (Minimum +€250K assets/clients)
Professional thesis on tax optimization