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Client Services Director
Specialism: Trustees Corporate Trustees, Private Client Trustees
Location: St Helier , Jersey
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UAE client puts succession plan in Jersey for his global assets
I recently worked with a UAE, UHNW who wanted to structure his affairs for succession planning. His assets spanned over many different jurisdictions and consisted of every asset class, from real estate, aircraft, yachts, private equity stakes and financial assets and meant taking advice which adequately covered all cross-border issues that arose. To keep some control the client opted for a Private Trust Company (PTC) owned by a Foundation with a mixture of SANNE directors and a number of his advisers acting as Council members of the Foundation and Directors on the PTC.