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I am a multi-disciplinary professional with 20-year experience in fiduciary and Family Office services across Europe, the US and Asia, supporting principals in the management of their wealth, meeting both their financial and non-financial needs. Through my collaboration with prominent SFOs and global TCSPs, I have a proven track record in developing trusted client relationships with multi-generational families, providing expertise in family office, succession planning, trust management, family governance and the development of philanthropic projects. I also collaborated with HSBC as Legacy, Trust and Family Office Specialist and demonstrated success in the development of family office, trust and legacy planning solutions across global markets. Currently employed as Director with FI&FO S.A., an awarded international MFO, my primary responsibilities include the management of a portfolio of international clients, working on multi-jurisdictional projects and bringing solutions to meet clients' wealth structuring/ transfer and estate planning needs. My professional mantra is built on integrity, attention to detail, and an unwavering commitment to achieving excellence in client service delivery.➤ Achievements: deep knowledge of the UHNW market, strong client focus and excellent service orientation, extensive experience in the trust and family office industry, developing long standing partnerships with client families. Successful launch of family office and family legacy service proposition. Building the grant-making strategy and portfolio of grantees of a private foundation.➤ Core values: integrity, excellence, perseverance, results driven, detail oriented, a fast learner working with rigor and agility, with an entrepreneurial capacity to undertake new projects/ challenges.➤ Expertise areas: Wealth Management, Family Office, family governance, inter-generational family businesses transition, philanthropy, tax and estate planning, trust management, wealth structuring, financial planning, consolidated reporting, regulatory compliance (FATCA/CRS) ➤ Diplomas/ certifications:- STEP Advanced Certificate in UK Taxation for international clients- FT UK Non-Executive Director programme - Member of S.T.E.P. (Society of Trust and Estate Practitioners) Hong Kong Limited - Family Firm Institute Member, FFI Advanced Certificate in Family Wealth Advising- Post-graduate degree in Private Wealth Advising S.T.E.P. UK with distinction- Certified Financial Planner IFPHK - Post-graduate degree cum laude in Wealth Management at ESCP Europe
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DirectriceFi&FoLuxembourg -
DirectorFi&Fo Nov 2022 - PresentLuxembourg• 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 with private bankers and asset managers.• Management of a small team of associates and legal officers. Acting as Board member, authorized signor for client entities.
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ConsultantAsia Family Wealth & Philanthropy Consulting Ltd Jan 2022 - Sep 2022London- Hong KongAssignment 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 -
Legacy, Trust & Family Office SpecialistHsbc Mar 2019 - Dec 2021London, 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 proposition acting as project lead with global markets from pilot design to rollout stage, collaborating with all stakeholders (front office, legal, compliance, risk etc.) for implementation and delivery in compliance with group policies, reporting to Global Head of Financial Planning WPB.- Design/ implementation of roadmap, articulation of end-to-end sales journey, design of training material to frontline teams, support to global markets and facilitation/ review of SLAs with outsourced partners.- Acting as Legacy Planning specialist responsible for proposing/ leading initiatives in line with global strategic developments and building value proposition across markets, mapping services and solutions to client needs and educating stakeholders/ markets about market developments. - Building the Legacy content for RM education and upskilling for delivery across online training modules.- Launch of trust referral services in key markets, with responsibility for governance, risk assessment processes and review of contractual agreements in collaboration with legal counsel.First 2 months in Hong Kong and London thereafter -
Founder & PrincipalAsia Family Wealth & Philanthropy Consulting Ltd Jan 2013 - Dec 2019Hong KongAdvisory 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 incl. private trusts, Employee Benefit and pre-IPO trusts. - Acting as Board member and authorized signor for client entities and service companies, primary contact for a portfolio of clients. Building and maintaining relationships with bankers, auditors and advisers.- Establishment of client relationships, determining goals, evaluating client information and providing advice on tax/estate planning, the set-up and operation of trust structures, employee benefits, developing and implementing recommendations, coordinating with all 3rd parties.- Implementation of investment transactions, performance monitoring and reporting to clients. - Design and implementation of risk management and regulatory compliance procedures re. KYC/AML/CFT and TCSP licensing regulations. - Thorough technical knowledge of FATCA/ CRS regulations, reporting analysis for multi-jurisdictional structures, ensuring the accuracy of documentation for reporting purposes and compliance with local and global tax requirements.- Monitoring tax/ estate planning, regulatory changes and ensuring continued compliance with all regulatory requirements, formulating/updating client recommendations and assessing required changes in business procedures/ policies.• 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.
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Trust Manager- Single Family Office Of Us- Chinese FamilySterling Private Management Limited Feb 2011 - Oct 2012Hong 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.
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Manager Administration & Legal- Single Family OfficeNextworld Capital Nov 2008 - Dec 2010Brussels- San FranciscoUS 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 the U.S.• 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 investment advisers in Europe and the U.S.• Implementation of back-office procedures for the asset allocation deployment, conducting DD review for the selection of fund managers, monitoring portfolio performance and reporting.• Interface with leading private banks for the setting up of custody/ segregated accounts, the implementation of management and advisory investment mandates.• Collaborated with family principals in defining the family foundation's mission, vision, values and core funding areas in accordance with the family’s legacy principles. Design and implementation of the grant-making strategy of the foundation.• Conducted due diligence on potential grantees, building a portfolio of partner organizations and defining the framework for the impact evaluation. -
Manager Administration & Legal - Single Family OfficeHalley Family Group- Halley Invest Sa Nov 2006 - Aug 2008Brussels, 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.
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Account ExecutiveUnsworth & Associates- Trust Office Apr 2002 - Jun 2006Amsterdam 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 Europe and Canada. • Collaboration with major law and audit firms, trust management companies in Guernsey and the Cayman Islands, onshore investment banks and Luxembourg subsidiaries.
Anne Prenez Skills
Anne Prenez Education Details
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89/100 -
Wealth Management -
Step | The Society Of Trust And Estate PractitionersPost Graduate Degree In Private Wealth Advising
Frequently Asked Questions about Anne Prenez
What company does Anne Prenez work for?
Anne Prenez works for Fi&fo
What is Anne Prenez's role at the current company?
Anne Prenez's current role is Directrice.
What is Anne Prenez's email address?
Anne Prenez's email address is ap****@****hoo.com
What schools did Anne Prenez attend?
Anne Prenez attended Ft Board Director Programme, Escp Europe, Step | The Society Of Trust And Estate Practitioners.
What skills is Anne Prenez known for?
Anne Prenez has skills like Philanthropy, Wealth Management, Tax, Investment Banking, Family Office, Family Governance, Trust Management, Due Diligence, Strategy, Private Equity.
Who are Anne Prenez's colleagues?
Anne Prenez's colleagues are Anne Walter, Laetitia Ciulla, Rasit Kocer, Michael Ilardo, Aurore Paoli, Emmanuel Voirin, Adeline Thiebaux.
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Anne Prenez
Hong Kong Sar1gmail.com
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