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Roderick Balfour
Director - Business Development
Specialism: Trustees Private Client Trustees
Company: Equiom
Location: London, England
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2017
Roderick Balfour currently has no Citywealth award
Average client size: Over £25 million
Fixed fee offering: Yes - Negotiated bespoke fixed fee for on-boarding and also for annual responsibility and admin.
Number of offices globally: More than 5
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Specialist in dealing with USA
I deal with clients globally but particularly in cases involving U.S issues. Two examples are:
1. Setting up a structure for a Brazilian family to migrate to the USA.
2. Setting up structures for a dual UK/US taxpayer ahead of being deemed UK domiciled.
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