Independent advice for the Global Private Client

I provide a suite of advisory services designed to navigate the complexities of international wealth. My role is to act as a bridge between the family, their corporate entities, and their external professional advisors, ensuring that every structure is legally robust, tax-efficient, and aligned with the principal’s vision.

1. Strategic Succession & Trust Structuring

Preserving continuity across generations and jurisdictions.

I advise on the creation and ongoing governance of bespoke vehicles designed to hold diversified family assets, from multinational enterprises to luxury assets and private aircraft.

  • Structure Design: Drafting and reviewing constitutions for Trusts, Foundations, Anstalts, and Private Trust Companies (PTCs).

  • Jurisdictional Strategy: Navigating the legal nuances of jurisdictions such as Jersey, Guernsey, BVI, Cayman, Panama, Monaco, and Cyprus.

  • Next-Gen Governance: Establishing family charters and voting protocols to manage decision-making and reduce the risk of future conflict.

  • Asset-Specific Structuring: Specialist advice on holding structures for high-value moveable and immoveable assets ($150m+) and international real estate portfolios.

2. Trust Litigation & Dispute Management

Expert oversight in high-stakes contentious matters.

Litigation in the HNW space is often multi-jurisdictional and deeply sensitive. I act as a strategic manager of disputes, coordinating with external counsel to streamline decision-making and mitigate costs.

  • Case Strategy: Developing legal theories for trust disputes, intellectual property claims (e.g., software copyright), and partnership disagreements.

  • Asset Recovery: Managing novel claims for the recovery of investments and proprietary interest in mixed funds.

  • Interim Relief: Advising on and coordinating applications for injunctive relief, Norwich Pharmacal orders, and service out of jurisdiction.

  • Mediation & Settlement: Leading settlement negotiations to protect family privacy and avoid the reputational risks of public trials.

3. Fiduciary Oversight & Family Office Governance

Operational excellence and risk mitigation from the inside.

Drawing on my tenure as Chief Legal Officer, I help families professionalise their operations and ensure their fiduciaries are performing at the highest standard.

  • Trustee Liaison: Day-to-day management of professional trustees and Corporate Service Providers (CSPs).

  • Internal Controls: Rolling out administration platforms (e.g., PlainSail) and creating residence/domicile protocols.

  • Regulatory Compliance: Ensuring rigorous adherence to CRS, FATCA, and local GDPR/Data Protection laws.

  • Crisis Management: Advising on measures following international press leaks or law enforcement investigations.

4. Philanthropy & Special Projects

Aligning wealth with purpose and policy.

I support families in their global philanthropic endeavors, ensuring that their giving is both impactful and compliant with evolving international standards.

  • Contribution Agreements: Drafting and negotiating terms for significant charitable donations.

  • Sanctions Compliance: Navigating the complexities of UK, EU, and US financial sanctions regimes.

  • Relocation & Tax Residency: Advising on residence and domicile for the principal and key staff.

Why Engage an Independent Consultant?

In many cases, HNW families find themselves over-served by multiple law firms but under-guided on how those pieces fit together. As a freelance consultant, I offer:

  • Conflict-Free Advice: I am not incentivised to litigate or bill for hours; I am incentivised to find the most efficient solution.

  • Budget Control: Active management of external legal spends and professional service fees.

  • Integrated Vision: A single point of contact who understands the family’s entire legal and financial landscape.