Trusts & Succession Planning
I advise business owners, high-net-worth individuals and families on structuring wealth and succession — drawing on more than a decade as Chief Legal Officer to family offices with cross-border trust structures.
Overview
Succession planning is rarely just a legal exercise — it sits alongside family dynamics, tax considerations and the practical realities of running a business or managing wealth across borders. I work closely with clients and their other advisers to structure arrangements that reflect how a family actually operates.
Whether the goal is passing a business to the next generation, protecting assets across jurisdictions, or establishing a trust or foundation for the first time, the aim is the same: arrangements that are robust, properly governed, and built to last.
My advice is underpinned not only by my experience, but by an MSc in Law and Private Wealth Management, a Postgraduate Diploma in Wealth Management, CLT/STEP International Diplomas in Trust Creation Law and Practice and Trust Administration and Accounts, and an Advanced Certificate in Trust Disputes.
Who do I advise?
- Families establishing a trust or foundation for the first time
- Business owners planning the transfer of a business to the next generation
- Trustees and family offices seeking advice on existing structures
How I can help you
Practical support across the stages of structuring and maintaining a succession plan.
Trust & foundation structuring
Establishing trusts and foundations suited to the family's assets, jurisdictions and long-term objectives.
Succession & business transfer planning
Planning the transfer of business ownership and wealth to the next generation, in step with wider family and tax considerations.
Ongoing trustee & governance advice
Advising trustees and family offices on the administration and governance of existing structures.
Discuss your matter
Get in touch to arrange an initial consultation on trusts and succession planning.