Wealth Management and Tax

With nearly two decades of experience in wealth management, I have developed a keen understanding of the nuanced needs of international families and high net worth individuals. My approach integrates robust legal frameworks with practical strategies to protect and grow wealth, ensuring compliance with complex regulations across jurisdictions. I focus on building long-term relationships, providing tailored advice that addresses the unique financial landscapes my clients navigate. This depth of experience allows me to anticipate challenges and devise innovative solutions that align with my clients' personal and financial objectives.

• Residence and domicile.

• Succession planning.

• Will and trusts.

• Acquisition of aircraft and yachts.

• Family governance.

I believe in constant professional development to keep up to date with the to this end I have a STEP Postgraduate Diploma in Wealth Management and an MSc from the ICA in Law and Private Wealth Management.