Florence Garret

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.

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).

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...

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).

Gave advice to International Private Bank Relationship Managers, relating to legal, taxes and life insurance subjects for French and international clients.

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.

Development of high-profile private customer loyalty. International portfolios asset management, tax and legal advice, life insurance and real estate.