Antoaneta Proctor

Partner at Wedlake Bell

Speaker

Antoaneta advises on international tax and evaluation of tax risk, cross-border succession, structuring for wealth preservation and family governance. She acts for (ultra) high-net worth individuals and their families (both UK and non-UK domiciled), entrepreneurs, family offices and trustees, typically with complex and multi-jurisdictional legal needs. Her practice is truly international, with clients coming from backgrounds as diverse as Europe, the US, Middle East, South Africa and Israel.

She advises on onshore and offshore trust structuring, Family Investment Companies and the institutionalisation of family offices. A significant area of expertise for her is the preservation and nurturing of family wealth, through consultative assessments of the pressure lines and the creation of Family Constitutions. Antoaneta is the co-author of the UK best-selling book Generational Wealth: Why 90% of Families Fail to Establish a Lasting Legacy.

Antoaneta is a skilled technician, focusing on tax advisory and tax regularisation work. She is frequently asked to carry out risk reviews of existing structures from a combined tax and asset protection perspective and assist with remedial work in relation to legacy issues. Antoaneta is also ideally placed to support trustees in developing checklists and protocols for managing institutional risk in connection with UK-related structures.

Clients value Antoaneta’s sophisticated understanding of their needs and aspirations, and the ability to maintain both empathy and professionalism throughout.