Florence Garret
Angestellt, Associate Director France - Tax and estate planning consultant, Lombard International Assurance S.A.
Luxembourg, Luxemburg
Werdegang
Berufserfahrung von Florence Garret
Bis heute 14 Jahre und 6 Monate, seit Jan. 2010
Associate Director France - Tax and estate planning consultant
Lombard International Assurance S.A.
Head of Strategy and Tax and Estate Planning. Elaboration and installation of Lombard International Assurance strategy about French market. Review of life insurance and capitalisation offer for this market and development of a specific offer including investment in real estate and in unquoted securities for French private high-profile clients of Lombard International Assurance partners. Reactivation of a network of large institutional partners in France, in Monaco, in Luxembourg and in Switzerland.
1 Jahr und 2 Monate, Nov. 2008 - Dez. 2009
Associate Director
Lombard International Assurance S.A.
Head of UHNW team. Coordination and follow-up of setting up of large and/or complex life insurance cases of European, Asian and South American private high-profile clients of Lombard International Assurance partners (feasibility study, coordination between different departmentsand partner until issuance of policy).
1 Jahr und 10 Monate, Feb. 2007 - Nov. 2008
Personal Life Solutions Director
Investlife Luxembourg S.A.
Development of tailored innovating international life insurance and capitalisation solutions, in order to answer the needs of Investlife Luxembourg's partners and their private high-profile clients (feasibility study, installation, conclusion and follow-up of the solution). In particular, construction of policies integrating Private Equity ; tax and estate planning of French, Belgian and Italian life insurance ; legal, tax and financial solutions for European Union resident or non-resident clients...
3 Jahre und 8 Monate, Juli 2003 - Feb. 2007
Sales Director
Investlife Luxembourg S.A.
Life insurance sales development for international private high-profile clients, via institutional partners (private banks, family-offices, asset management companies...). Setting up of group and external partnerships, mainly in Luxembourg, Switzerland, Monaco, France, Italy, Belgium, Germany and Florida. Recruitment, training and motivation of a multilingual and multicultural team of 15 to 20 sales advisors (6 nationalities).
2 Jahre und 9 Monate, Okt. 2000 - Juni 2003
Tax and Estate Planner
B.N.P. Paribas Luxembourg S.A.
Gave advice to International Private Bank Relationship Managers, relating to legal, taxes and life insurance subjects for French and international clients.
2 Jahre und 7 Monate, März 1998 - Sep. 2000
French market Relationship Manager and Tax and Estate Planner
B.N.P. Luxembourg S.A.
Development, management, tax and estate planning for high-profile French customers (in collaboration with Wealth Management in Paris, especially). Tax and estate planning of French customers following 1999 Finance Law and its impact on holdings 1929 held by French clients.
3 Jahre und 7 Monate, Sep. 1994 - März 1998
Deputy Tax and Estate Advisor and Asset Manager
B.N.P. French Banking Activities - Paris XV Group
Development of high-profile private customer loyalty. International portfolios asset management, tax and legal advice, life insurance and real estate.
Ausbildung von Florence Garret
1982 - 1986
Engineering
EPF Ecole d'Ingénieurs
Sprachen
Französisch
Muttersprache
Englisch
Fließend
Spanisch
Gut
Italienisch
Grundlagen