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Director, Private Wealth
Specialism: Trustees Private Client Trustees
Company: IQ EQ
Location: St Helier, Jersey
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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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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.