SERVICES

Ensuring your structures continue to serve your family's needs effectively

A family's objectives are continually evolving, as are key considerations such as tax, confidentiality, and reporting obligations. With a background in trusts and extensive experience working with structures across various jurisdictions, I am well-equipped to review your current arrangements. My aim is to ensure that these structures remain aligned with your family's needs and objectives as well as being robust for the next generation.  

Bridging the gap between legal advice and pragmatic implementation

As a legal professional with a wealth of hands-on experience, I am equipped to manage the implementation of your succession planning objectives. I am fully independent so acting only in your interests and will work alongside your tax and/or legal advisors to execute the agreed-upon strategy. This often involves complex, time-consuming, and resource-intensive processes which makes working with a law firm for implementation particularly inefficient. 

Understanding your family's goals and finding targeted solutions

Promoting family dialogue by guiding families through challenging intergenerational discussions related to wealth and asset transfer, as well as establishing governance frameworks that promote integrity and sustainability within their structures. 

Guiding you through transaction complexities, seamlessly

If you require assistance with a transaction—whether it involves the sale or purchase of a yacht, property (residential or commercial), or other assets—I am available to support you throughout the entire process. 

My objective is to adopt a solution-oriented approach to effectively navigate and resolve any transaction obstacles. Additionally, I am also meticulous and detail-oriented when handling documentation.

A resilient company is built on the pillar of strong corporate governance

With extensive experience working with listed companies, single-shareholder entities, and start-ups, I possess a broad range of expertise and standardised frameworks to facilitate the corporate governance of your family's structures, similarly to a family office.

As your trusted advisor, I can act in  roles to protect your family's interests

With my breadth of experience with trust structures, I am well placed to act as a Protector or Appointor Committee member for family trust structures. 

I act as non-executive director for client's companies.