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Roderick Balfour

Director - Business Development

Specialism: Trustees Private Client Trustees

Company: Equiom

Location: London, England

Citywealth rating

3
Average: 3 (1 vote)
Fee Level:
3
Average: 3 (1 vote)
Quality of Advice
3
Average: 3 (1 vote)
Communications Skills
3
Average: 3 (1 vote)
Interpersonal Skills
3
Average: 3 (1 vote)
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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.

Equiom

Number of offices globally: More than 5

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Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

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

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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.