Office Location: Jersey
Jersey
Trusts: Planning
Family Office
Trusts & Trusteeship
Katrina is a Client Services Director at Accuro in Jersey, leading a team servicing estate and inter-generational planning for UHNW international families, with a particular focus on those with a US and UK resident non-domiciled nexus. During her 15 years working in the Jersey financial services industry, Katrina has gained considerable experience, working closely with international families, entrepreneurs, PE executives and their trusted advisers. Katrina enjoys working with next generation US citizen beneficiaries and brings particular expertise in the implementation of complex estate planning advice and ongoing offshore planning relating to the generational transition from the pre to post grantor era. Katrina leads a portfolio comprising financial services and PE executives, and has significant experience in the set-up, structuring, and day to day administration relating to private equity. Prior to joining Accuro, Katrina was a Partner at another Jersey service provider, having qualified as a Chartered Accountant with KPMG London.