I help wealth holders and their families navigate and manage the responsibilities and challenges that significant wealth often brings. My role is to take care of the matters clients may not have the time, expertise or inclination to deal with themselves.
I help wealth holders and their families navigate and manage the responsibilities and challenges that significant wealth often brings. My role is to take care of the matters clients may not have the time, expertise or inclination to deal with themselves.
I help wealth holders and their families navigate and manage the responsibilities and challenges that significant wealth often brings. My role is to take care of the matters clients may not have the time, expertise or inclination to deal with themselves.
A Chartered Accountant by training, I have spent the last 20+ years working with and for wealthy individuals and their family offices, delivering solutions across real asset management, family and corporate governance, philanthropy and ongoing day to day matters. I thrive on variety and problem-solving; after many years in the sector, I've learnt that almost anything is possible with the right team, planning and determination. Whether it's overseeing a complex family structure, coordinating advisers across multiple jurisdictions or tackling a challenge that seems impossible at first glance, I enjoy finding practical solutions that make clients’ lives easier and helps them achieve their goals.
A Chartered Accountant by training, I have spent the last 20+ years working with and for wealthy individuals and their family offices, delivering solutions across real asset management, family and corporate governance, philanthropy and ongoing day to day matters. I thrive on variety and problem-solving; after many years in the sector, I've learnt that almost anything is possible with the right team, planning and determination. Whether it's overseeing a complex family structure, coordinating advisers across multiple jurisdictions or tackling a challenge that seems impossible at first glance, I enjoy finding practical solutions that make clients’ lives easier and helps them achieve their goals.
Experience
Featured Work
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Providing HR, financial and company administration services to a high profile family overseeing 37 staff and employed through 5 separate companies.
Implemented a new financial accounting and reporting system to enable the clients to make informed decisions about their private wealth.
Restructured an existing family office to address control weaknesses, inefficiencies and create cost savings.
Overseen the full renovation and re-sale of 3 prestige central London ‘Super-prime’ properties.