Agnes Llorca Boutoleau

Single Family Office
  • Managing Director & Board Member
  • Single Family Office
  • Managing Director & Board Member
  • Single Family Office
Single Family Office

Biography

  • Born in 19/04/1971 in Marseille (France)
  • Nationality French

Career

Professionnal Experience

  • Single Family Office

    • Managing Director & Board Member
    • November 2022 until today
  • UBS Europe SE, Luxembourg Branch

    • Executive Director, Head of Wealth Planning ; Tax specialist, lawyer by study
    • October 2018 to June 2022
  • Nordea Bank S.A. (Luxembourg)

    • Head of "Wealth Planning international" Director
    • May 2015 to October 2018
  • PwC Luxembourg

    PwC Luxembourg

    • Consultant, Director - Ingénierie patrimoniale, successions internationales et gouvernance familiale
    • November 2005 to April 2015
  • Deloitte (Paris)

    • Consultant, Senior Manager - Ingénierie patrimoniale
    • April 2001 to July 2004
  • Union Notariale et Financière (France)

    • Conseiller - Ingénierie patrimoniale
    • June 2000 to March 2001
  • Fédération des mutualités françaises

    • Conseiller - Ingénierie patrimoniale
    • April 1993 to December 1998

Expertise

  • Wealth Planning
  • Structuration internationale
  • Fiscalité internationale
  • Fonds d’investissement
  • Trust
  • Fondation
  • Representation d'actionnaires
  • Relocalisation
  • Transaction immobilière
  • Family mediation
  • Politique fiscale
  • Droit des sociétés
  • Gouvernance d’entreprise et de famille
  • Pacte actionnaire et plan d’intéressement
  • Business model analysis
  • Risk management
  • Sales

Contact

    • Single Family Office