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Professional Biography

I have over 28 years’ experience with Family Offices and Ultra High Net Worth individuals. I am responsible for overseeing a range of management activities and regularly have oversight of family wealth and complex cross-border transactions. I have travelled to the GCC, and in particular KSA for the last 15 years and am frequently in the Region. I have been involved in strategic planning for family governance, including succession planning and family constitutions, and am well versed in the establishment, administration, and governance of multi-jurisdictional structures for holding a variety of international business interests, financial investments (including private equity and venture capital), lifestyle / luxury assets, family run businesses and philanthropic activities.

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

La Capannina

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

Be humble

What was your first job?

Working behind a bar

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

More quality clients / family offices requiring solutions to their complex problems