Anthony & Cie, 40 years of being your family office
By Zakia de Medeiros
This year, with many memorable events in Europe, marking the 100th anniversary of the end of World War 1, Anthony & Cie celebrates, peacefully and humbly, 40 years of experience in support of its clients in the wealth management of their assets, in France and worldwide. Since their creation in 1978, the company has acted as a Multi Family Offce (MFO) for international clients..
The founding components of Anthony & Cie
Founder of Anthony & Cie, Robert Anthony, often defines himself as follows: ‘My soul is British, but my heart is French’.
With his strong experience as a British Chartered Certified Accountant, Robert Anthony started his business in the UK, where he is originally from. Married to a French woman and having been settled in France for nearly 30 years, he has made his dual cul- ture into a tremendous asset in the daily management of his clients’ files. His practice is located on the French Riviera and his multilingual team advises on cross-border wealth management, and coordinating accounting, administration, estate planning, legal and tax issues.
Why choose France?
Many people have the impression that France is not a good place to live. Yet, aside from the majority of sunny days in a year, good food and excellent wine, quality medical services and great education, there is a real quality of life. This has become even better under the presidency of President Macron.
Understanding the French tax and administrative system is what Anthony & Cie’s team’s daily work is all about: legal tax mitigation, and helping in the correct use of international systems and understanding their client needs. It is not simple, and comparative knowledge of cross-border taxa- tion and financial issues is necessary. It is also requires hands on practical experience, as well as continual further education to keep up-to-date.
International clients of Anthony & Cie who wish to buy a property appreciate that the 40th anniversary represents a real track record. They are facing new laws, in an already highly regulated country. These require reporting to companies’ house information about all French companies, and to the tax offce French property wealth tax (IFI).
Flashback: the European Regional Conference in Cannes, in 2012
Choosing France was also a great idea of GGI’s, when organising the 2012 European Regional Conference in Cannes hosted by Anthony & Cie. This was such an amazing and memorable event.
The successful conference took place in a luxury hotel directly on the famous street La Croisette. In a fashionable restaurant-lounge, a cocktail reception followed the wonderful dinner when participants had the opportunity to stay on and enjoy the drinks and music. The Saturday afternoon programme gave participants the chance to visit some of the popular tourist destinations in the French Riviera: the Picasso Museum, Lerins Island, etc. It would be great for Anthony & Cie’s team to welcome all GGI members back again, as friends and colleagues, at a future GGI Conference.
Zakia de Medeiros
Anthony & Cie
Fiduciary & Estate Planning, Tax
Sophia Antipolis, France
T: +33 4 93 65 32 23
Zakia de Medeiros