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Specialism: Accountants, Trustees
Company: Lancaster Knox
Location: London, England
I work closely with international families, supporting them in managing their wealth and understanding their aspirations. I take a holistic approach when advising clients, typically focusing on longer term succession planning and family governance, often handling complex questions of cross border businesses and family dynamics with both financial and non-financial angles.
I started my career at Deloitte, in the Private Client Tax Team where I spent four years mostly advising non-UK domiciled ultra-high net worth individuals on structuring their multifaceted international tax affairs.
I am a STEP Affiliate, ACA qualified and was named as one of eprivateclient's Top 35 Under 35. I have subsequently achieved my STEP Advanced Certificate in Family Business Advising and a STEP Worldwide Certificate and I also enjoy writing articles for private client publications and have recently contributed to a podcast on family offices.
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Foxglove House, 166 Piccadilly, London, W1J 9EF
T: 020 3892 8705
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Advising a highly successful, second generation UK based real estate entrepreneur.
The client approached my team with a concern around the lack of a contingency plan in the event of an unforeseen interruption in the usual course of business. The scenario was considering the top management which consisted of four key individuals being “out of action” unexpectedly (two being family members) and the associated impact on the business’s efficient operation and the family.
I assisted by working with the client to undertake an independent, external assessment of the current business governance framework and devised a contingency plan to factor in unforeseen eventualities whilst setting out robust mechanisms to address them and ensure minimum impact on the business and the family.