Strategic Advisor | Trusts, Governance & International Wealth

With over two decades of experience at the intersection of international law and private wealth, I provide specialized consultancy services for Ultra-High-Net-Worth (UHNW) families, family offices, and multinational enterprises.

Throughout my career—most notably as Chief Legal Officer for a prominent Monaco-based family office—I have navigated the complexities of multi-jurisdictional trust structures, tax optimization, and high-stakes litigation. My expertise spans the common law and civil law landscapes of Jersey, Guernsey, the BVI, Cayman, Panama, Monaco, and North America.

Bridging the Gap Between Law and Strategy

I believe that a trust is more than a legal instrument; it is a dynamic tool for succession, protection, and philanthropic legacy. My approach combines the technical rigor of a Solicitor and Trust and Estates Practitioner (TEP) with the pragmatic "in-house" perspective required to manage a $5bn+ turnover MNE or a sensitive family dispute.

Core Areas of Expertise:

  • Global Structuring: Design and administration of trusts, foundations, anstalts, and associated SPVs.

  • Complex Litigation: Managing multi-jurisdictional disputes, including trust litigation, intellectual property claims, and proprietary recovery.

  • Regulatory & Compliance: Expert guidance on CRS, FATCA, and evolving OECD disclosure obligations.

  • Strategic Philanthropy: Structuring charitable contributions and navigating international sanctions regimes.

Academic & Professional Standing

I am a frequent contributor to the global trust community, serving as an external examiner for STEP and a guest speaker on the future of OECD transparency. My academic background includes an MSc in Law and Private Wealth Management and a Postgraduate Diploma in Wealth Management (Distinction), with a thesis focused on the evolving impact of EU Directives on beneficial ownership.

Based in Menton and operating internationally, I provide my clients with the steady hand and deep jurisdictional knowledge necessary to preserve wealth across generations.