Office Location: Guernsey
Guernsey
Trusts: Planning
Estates: Planning
Family Office
I am a private wealth lawyer with both offshore and onshore experience. I work with UHNW families, trust companies, family offices and wealth generators to preserve their family wealth, with a focus on modernisation of structures and governance between generations. I have a particular focus advising and project managing change of control events within the family, succession and updating of structures for clients with cross border interests, who are affected by different laws and mobile family members, as well as collaborative family wealth generation and inter-generational projects. I am a member of STEP (and serve on the committee) and the Association of Tax Technicians.
What is your favorite restaurant to take a client or colleague to?
La Reunion in Cobo is always a good choice but usually Hook or Red.What is the best piece of advice you have ever received?
Surround yourself with good people - it's what makes life worthwhile and allows you to growWhat was your first job?
I worked in a pubWhat is the book you recommend to everyone?
I read American Dirt by Jeanine Cummins recently and it was really goodWhat changes do you expect to see in your practice over the next year?
We are doing a lot of modernisation of trusts and restructuring in light of how families are changing. We are also working closely with key business owners to set in place governance throughout the business and family.