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Professional Biography

As a partner in the Carey Olsen Trusts & Private Wealth group, I advise a mix of global and institutional trustees, family offices and high net worth private clients on commercial and private trusts, foundations, charitable and not-for-profit organizations, succession, pension and estate planning issues as well as on associated regulatory and compliance matters. I write for several journals and frequently speak at seminars and conferences on trust law and private client matters.

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

Petchi, Jersey

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

Measure twice, cut once.

What was your first job?

Shop assistant

What is the book you recommend to everyone?

Barbarian Days, William Finnegan

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

Gradual introduction of AI