Member Profile
Sam Matthews
Associate Director - Private Client | CSC Global
Office Location: England and Wales
Jurisdiction
England and Wales, Guernsey
Top Specialisms
Family Office
Fiduciary
Trusts & Trusteeship
Connect
Professional Biography
Sam is nearing 15 years' in the private client industry and manages a diverse portfolio of clients across many different jurisdictions. Recently, Sam has focused on the family office offering and provides a concierge service to a select group of families that draw on his technical and commercial skills. Sam is a member of The Society of Trust and Estate Practitioners (STEP) and the Association of Chartered Certified Accountants (ACCA).
Question : What drew you to specialise in private client law/ wealth advisory?
Answer: I wanted to work in an industry where no two days are the same.
Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?
Answer: A move to offering a full "family office" service, often including family governance and the wealth transition across generations. Being involved in these discussions across the family and their key advisors is really exciting and insightful.
Question : Where is your favourite place to take a peer for a cocktail or coffee?
Answer: Chiltern Firehouse, Marylebone