Member Profile
Gina Pereira
Founder | Dana Stewardship Advisory
Office Location: Bermuda
Jurisdiction
Bermuda
Top Specialisms
Charitable Planning and Philanthropy
Estates: Planning
Trusts & Trusteeship
Connect
Professional Biography
Gina Pereira is an integrative adviser and lawyer providing governance and stewardship support to wealth-owning families, crafting and implementing resilient wealth planning strategies that reflect the family’s shared values and purpose. Her expertise spans trust law and fiduciary services, wealth planning, family governance, philanthropy, impact and sustainability. She is passionate about crafting legacies for families that build growth, resilience, and prosperity, integrating core values and purpose throughout the family enterprise. Having lived and worked in international financial centres worldwide, Gina brings a deep understanding of global financial landscapes to her work. Forward looking, Gina spearheads legislative reform initiatives to meet private client needs and regularly consults with industry associations and government bodies on policy matters impacting private clients. Gina and Dāna Philanthropy were awarded the esteemed STEP Private Client Award for excellence in service and expertise. Additional Achievements: •Member of the International Academy of Estate & Trust Law •Board Member of the Global Alliance of Impact Lawyers •Member of the Bar of the LSO, Canada •Chair of the STEP Responsible Stewardship of Wealth Thought Leadership Group •Four-time Presiding Judge for the STEP Private Client Awards •Co-Chair of the Bermuda Business Development Agency High Net Worth Steering Committee •Former Co-Chair of the STEP Philanthropy Advisors Special Interest Group •Certified Expert in ESG & Impact Investing from the Frankfurt School of Business
Question : What drew you to specialise in private client law/ wealth advisory?
Answer: The increasingly global nature of families and the opportunity to support them to be responsible stewards of wealth.
Question : For lawyers entering private client law, what are key skills you think are essential?
Answer: Holistic and integrative approaches to planning.
Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?
Answer: Supporting wealth owning families and their members collectively in the transition of wealth and fostering connectivity across generations.
Question : Where is your favourite place to take a peer for a cocktail or coffee?
Answer: In any natural environment