Lorraine Wheeler

Client Services Director

Specialism: Trustees Private Client Trustees

First Names Group

Location: Jersey

City: St Helier

" Lorraine provides exceptional client service. She is super responsive, proactive and makes herself and her team available to deal with urgent matters and to provide a first class client experience. This is always done with the utmost integrity, a real interest in and understanding of their clients and a great sense of humour. "

citywealth rating

3
Average: 3 (1 vote)

citywealth awards ()

2017 

lists ()

case studies ()

Emergency governance for estate after death of both parents

Lorraine assisted a family where the South American father and his second wife passed away at the same time while all children were based in the US. Lorraine assisted each of the children with tax advice, restructuring, internal family issues, and a claim from an illegitimate child and siblings from the second wife. Lorraine was able to restructure the initial trust into separate family and charitable trusts for each family member and ensure that all US reporting and filing was undertaken giving the relevant information for the beneficiaries to file.

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