Evgenia Goti has been the Global Head of Wealth Planning team and offering at EFG since July 2023, and is a member of the the Investment & Client Solutions Management Committee. She leads a dedicated team of highly experienced Wealth Planners providing holistic advice on the entire client’s wealth lifecycle.
Evgenia is a qualified tax lawyer and senior Wealth Planner with more than 15 years of experience in the field of wealth planning, advising international UHNWI and their family offices on wealth structuring, asset protection and succession planning and developing wealth structuring services and products. She has an extensive experience in structuring shipping families’ business and private wealth.
Before joining EFG Evgenia worked for more than seven years at Credit Suisse in Zurich, and previously was Senior Tax Associate at Zepos & Yannopoulos in Athens. She holds an LLB from University of Athens, an LLM from University of London and is the author of several publications on international tax with Bloomberg BNA and IBFD.