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Qualified accountant, established as specialist in setting up of international trusts for the needs of corporate organisations and resident / non-resident individuals and their management. Familiar with advising clients on trust jurisdictions, establishment of trusts / foundations; business administration; onshore and offshore financial structures; holding and protection of client assets; nominee director / advisory roles. In depth knowledge of financial structures and markets in the United Kingdom, Switzerland, Isle of Man, Cyprus, Cayman Islands and Mauritius. Specialised skill in the international marketing and promotion of trusts and related businesses at a multi-jurisdictional level.
Founder and Secretary of STEP Society of Trust and Estate Practitioners in the German and Italian speaking parts of Switzerland and Liechtenstein.
Lecturing and arranging training projects for the legal and trust industry; acting as student adviser.