Anne Prenez Email & Phone Number

Luxembourg

Luxembourg

• Development and management of a diverse HNW client portfolio across Corporate, Family Office and Succession Planning Services. Business development responsibilities and representation to family office events.
• Key client person, coordinating all tax, legal, succession planning and financial matters. Responsibility for estate planning and multi-generational wealth transition projects. Implementation of the investment strategy.
• Management of a small team of associates and legal officers. Acting as Board member, authorized signor for client entities.

London- Hong Kong

Assignment in Client Services team for a global MFO in London, liaising with offices in the US, Geneva and Isle of Man for the provision of family office and fiduciary services to an international client base and collaboration with a Geneva based fiduciary firm

London, United Kingdom

• Development of legacy planning & family office solutions in the Americas, Asia, EMEA for HNW clients in partnership with Ernst & Young and leading law/ fiduciary firms:- Building the family office and legacy value.

Hong Kong

• Advisory services for HNW clients on the set-up of family offices, family governance, tax/ estate planning, strategic giving and trust management.
• Mandates with global Trust and Corporate Services Providers (Suntera and Rosemont): - Management of a portfolio of multi-jurisdictional fiduciary structures incl. PTCs with underlying assets from set-up to termination.
• Managing business/ personal affairs of a prominent British family office member in Hong Kong, head of the family foundation.
• Advising an Asian family on the set-up of a family office and design/ implementation of their family governance framework incl. drafting of family constitution.

Hong Kong

• Management of a complex multi-jurisdictional portfolio of holding companies, trusts and foundations administered by PTCs in the BVI and Cayman Islands and day-to-day administration of offshore trusts.
• Liaising with and supervision of offshore registered agents for the registration/licensing of PTCs, incorporation/ liquidation of holding companies.
• Drafting of legal documentation for trustee and Board meetings and attendance thereof.
• Responsibility for compliance with offshore, U.S. laws/ regulations and KYC requirements.
• Handling the restructuring of offshore and onshore trust structures in anticipation of post-grantor planning.
• Management and training of junior trust administration staff.

Brussels- San Francisco

• US resident branch of Halley family group set up NWC
• Administration of a multi-jurisdictional portfolio of fiduciary and corporate structures covering legal, tax and financial reporting issues. Liaison with offshore trust management companies and trust administrators in.
• Overseeing the preparation/ review of tax returns and preparation of financial statements of various group entities.
• Drafting of legal documentation for Board and Annual General Meetings and attendance thereof.
• Assistance in implementing the group investment strategy into private equity and investment funds.
• Coordination of €+100 Mio investment transactions into collective investment funds and alternative investments with responsibility for due diligence/ compliance requirements with leading private/ investment banks and.

Brussels, Brussels Region, Belgium

• Administration of the Dutch holding Co. and private foundation of the Halley family covering legal, tax and financial reporting issues. Supervision of administration of the Luxembourg holding company.
• Coordination of tax/ legal, corporate governance issues with major tax/ law firms in Luxembourg and Holland.
• Drafting of legal documentation for Board and Annual General Meetings and attendance thereof.
• Preparation of weekly cash forecasts, assistance with preparation of the interim and audited annual accounts.
• Coordination of €+100 Mio inter-company financial transactions, negotiation and execution of credit facility agreements, derivatives and structured products with leading investment banks.

Amsterdam Area

• Holding companies and trust administration covering legal, tax and audit aspects for a portfolio of prominent clients in real estate, insurance, pharmaceuticals, commodities and retail ranked among the Top Forbes in.
• Collaboration with major law and audit firms, trust management companies in Guernsey and the Cayman Islands, onshore investment banks and Luxembourg subsidiaries.

Ft Non-Executive Director Diploma - Pearson Srf Btec Level 7 Advanced Professional Diploma, Corporate Governance, Board Performance, 89/100

FT Non-Executive Director Diploma - Pearson SRF BTEC Level 7 Advanced Professional Diploma with 5 modules covering effective NED Boardroom.

Executive Master, Wealth Management

Post Graduate Degree In Private Wealth Advising