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Professional Biography

I have worked in the trusts and private client industry for approximately 30 years and held senior roles in law firms and trust companies. Before moving back to Jersey in 2016 I worked in Geneva for 11 years. My core areas of expertise are succession planning and the use of trusts and other structures in achieving optimal succession outcomes. I am very interested in family office structuring, investment management arrangements (including ESG considerations), governance of family structures and philanthropy. I speak frequently at conferences and contribute to various publications. During my career I have had dealings with many jurisdictions, in particular: Guernsey, Jersey, Liechtenstein, Luxembourg, Monaco, Saudi Arabia, Switzerland and the UK. I speak fluent French and good Spanish.

What is your favorite restaurant to take a client or colleague to?

Chez Fred

What is the best piece of advice you have ever received?

Give it a go!

What was your first job?

Gardener

What is the book you recommend to everyone?

The Grapes of Wrath, John Steinbeck

What changes do you expect to see in your practice over the next year?

More high value structures and more regulatory pressure