Austria
I bring over 25 years of experience in advising family offices and high-net-worth individuals on international tax and asset management. My global career has spanned Switzerland, Australia, and Austria, where I now live with my family. My journey began at KPMG Switzerland, focusing on international taxation. I am a Swiss-certified Fiduciary with a specialization in taxation and have furthered my education with an MBA in Wealth Management from the University of Manchester. Additionally, I hold an Honours Degree in Philosophy and certifications from the Society of Trust and Estate Practitioners, the Chartered Financial Analyst (CFA) Institute, and the Global Association of Risk Professionals (FRM). I am also a registered Finance Professional in Austria. My expertise extends to designing systems and processes for family offices, developing strategic risk management tools, and enhancing asset management performance. I also consult on intergenerational wealth transfer, family governance, and the establishment of family council meetings. Based in Vienna, I lead a skilled team of analysts, programmers, and advisors dedicated to providing top-tier advisory services. Currently, I am developing an innovative tool for strategic legacy management in family offices, part of my doctoral research at SDA Bocconi in Milan. My research focuses on enhancing advisor-client relationships through improved communication, emphasizing family values and vision.
- Development of IT Wealth Reporting Tools for UHNWI - Full range of Family Office Services for UHNWI and Mid-Tier Millionaires - International structuring of complex wealth situations in liaison with local Tax expertise - Establishment of Trusts and Foundations - Wealth Reporting and Consolidation
- Head of Department and Head of Vienna Branch - Complex structuring of international wealth - Acquisition of consulting mandates - Training of staff - Development of new tools
- Internal Audits - Special Projects - Audit of Index-Linked Products