I have spent the past 30 years of my career advising HNW and UHNW families on the best way to preserve their wealth and the transition through the generations. I spent the first four years working as a private client stockbroker and after requalifying as a lawyer I have spent the rest of my career in commercial and leading private client firms.
I have built a strong team and we all share the vision that wealthy families need a broader service than is often provided by the traditional law firm model. We aim to fulfil the role of trusted advisor to the families that we work with, providing guidance on all their legal and wealth management needs and sourcing the best team to achieve success.
The families I work with come from varied backgrounds: large landed estates, business entrepreneurs, and sophisticated investors such as hedge fund managers and private equity principals. Whilst the backgrounds of these clients differ, their objectives are often similar – they are seeking ways to maintain and manage family wealth through multiple generations.
New clients principally contact me for advice on the most tax efficient way to structure their assets, but our approach is more holistic than pure structuring. We set out a family strategy and work with clients to implement this.
Many of my clients are not originally from the UK and have assets and interests all over the world. We are very well connected and we work with other professionals both in the UK and abroad to meet your needs. Whatever the client requirement may be, our selection is always truly independent.
I have been listed as one of the Top 20 Women in Private Wealth Management, one of the Top 20 Lawyers, a Power Woman and a Leading Lawyer in the Citywealth Leaders List 2018. I was nominated for Citywealth’s Lawyer of the Year 2016 and was winner of the Entrepreneurial Individual of the Year 2016.
I have also been named in ePrivateclient’s 50 Most Influential for 2017 and 2018, Legal Week’s Global Elite 2018, and as an Outstanding Individual in Chambers 2017.
Relocation to MaltaThrough our New Quadrant International office, based in Malta, we are able to advise individuals seeking to move to the jurisdiction and take up residence. In the past few years, we have assisted a...
Stately home and landed estateThis matter involved generational planning and has been crucial to the survivorship of a stately home, which has been in our client’s family for over 10 generations. We took on the estate as a...
Strategic trustee advice to cross-border familyThis matter involves acting for three generations of a prominent international family with significant UK trust interests invested through an open-ended investment company (OEIC), and in UK and foreign property. We provide the family...