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Specialism: Trustees Corporate Trustees, Private Client Trustees
Company: Clermont Trust
Location: Geneva, Switzerland
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2020 IFC Awards
Leaders List ***** Client Rating Award
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Average client size: £5 million - £25 million
Fixed fee offering: Yes - Based on asset size, nature of assets and day to day work contemplated, Clermont is able to agree fixed fees on a case by case basis
Number of offices globally: 1-5
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Managing global real estate for cross border families
As a professional trustee I’ve enjoyed helping high net worth families establish or restructure their complex affairs to cater for generational shifts, cross-border moves and liquidity events. As a director of companies in jurisdictions as diverse as Cyprus, the BVI, the UK and the United States I’ve been fortunate enough to play an instrumental role in financing, purchasing and managing prestige real estate across the globe, a successful renewable energy business and commercial farming assets. My status as a lawyer has allowed me to add further value by coordinating and consistently sense-checking the professional advice such events and assets warrant.