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Lorraine Wheeler
Client Services Director
Specialism: Trustees Private Client Trustees
Company: IQ EQ
Location: St Helier, Jersey
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2017
Lorraine Wheeler currently has no Citywealth award
Average client size: £5 million - £25 million
Fixed fee offering: Yes
Number of offices globally: More than 5
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Peer review:
Peer review:
Private client review:
Peer review:
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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.
Peer review:
Matthew Braithwaite Wedlake Bell LLP
07 Aug 2019
Peer review:
25 Sep 2018
Private client review:
Mayssoun Habra Y Asset Management LLP
26 Mar 2018
Peer review:
07 Feb 2018
Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com