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Client Service Director
Specialism: Trustees Private Client Trustees
Location: St Peter Port, Guernsey
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2018 Future Leaders Awards
SILVER - Trustee of the Year
2017 Future Leaders Awards
SILVER - Trustee of the Year - Large, Institutional
Greta Pender currently has no Citywealth award
Average client size: Over £25 million
Fixed fee offering: Yes
Number of offices globally: 1-5
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Work on two “momentous decision” cases as trustee, dividing the entirety of the trusts’ assets
1) for a Middle Eastern family, giving consideration to how distributing the assets under Sharia law would be in the best interests of all beneficiaries, who formed a much wider class. Providing feedback on draft affidavits to lawyers, plus researching and preparing an extensive family tree of beneficiaries.
2) for a UK family. Liaising with lawyers and beneficiaries, restructuring the investment assets to ensure liquidity for the split of assets. Also, co-ordinating a tax review to ensure property sale proceeds were efficiently transferred through the structure.”