Jordan Williams

+44 (0)203 039 3040

Jordan Williams

Senior Client Partner  |  Artorius
JURISDICTIONS QUALIFIED IN

United Kingdom

TOP 3 AREAS OF EXPERTISE

Family Office Advisory
UK Real Estate (Residential & Commercial)
Wealth Management

RECOMMENDED SPECIALISMS

Financial Advisory Firm
Private Investment Office

Q&A

What has been the highlight of your practice over the past 12 months?

Developing a robust, long-term, investment, wealth management, and family governance framework and strategy for a wealthy multi-generational family, fulfilling the role of their Family Office. At the outset, the family had little idea about: the wealth they had (their worth, the composition of their wealth, where potential risks lay), the purpose of their wealth, what they wanted to achieve with their wealth whilst having no succession planning provisions, little protection of the family wealth from various outside factors, and no measures to ensure the accountability of their advisors. The family now have an accountable Family Office structure with a bespoke investment and wealth management strategy (which includes access to Alternatives such as Real Estate and Private Equity), with clearly defined mandates that aim to meet specific objectives over the short, medium and long term which we helped them establish, monthly consolidated reporting across their entire estate providing clear visibility of their wealth, enhanced family governance which includes an Investment Policy Statement, a Family Charter, and clear succession plan, as well as an online portal providing document library and access to all aspects of their wealth from anywhere in the world. I have helped make a massive difference to their lives – most importantly – they have now more time, and are more relaxed, to enjoy their life.

What advice would you give rising stars/new lawyers in the private client world?

"It’s all about relationships – creating new ones but importantly spending time and exerting energy in maintaining those which are existing.
I would advise anyone to take a meeting because you never know what that meeting will yield. I have developed my client base and network from scratch – simply from meeting as many people as I can, not be afraid to be told ‘no’, persevering, and focus on your natural abilities."

What sets you apart from your peers?

I love my job, I love the people I work with, and I thoroughly enjoy the interaction I have with my clients who I am able to establish extremely productive relationships with. I take great pride in my role as their Trusted Advisor and in understanding the needs of the family’s I work with, I am proactive, diligent and will always pick up my phone. I am able to deliver entirely unconflicted and impartial advice to my clients and can clearly demonstrate my motivation to think long-term and serve generation after generation"

What is your favourite quote?

“When the world says give up, hope whispers try it one more time”


James von Simson

+44 (0)203 131 6167

James von Simson

Investment Director  |  Tilney
JURISDICTIONS QUALIFIED IN

United Kingdom

TOP 3 AREAS OF EXPERTISE

On and offshore investment management
Family business advisory
Philanthropy advising

RECOMMENDED SPECIALISMS

Financial Advisory Firm

Q&A

What has been the highlight of your practice over the past 12 months?

The number of times just doing the simple things right has reduced clients’ complexity and led to a step change improvement in clients’ business, strategy or investment performance.

What advice would you give rising stars/new lawyers in the private client world?

Quickly get comfortable saying “I don’t know” without worrying if it will make you look bad (It’s quite the opposite)

What sets you apart from your peers?

A broader range of experience and qualifications

What is your favourite quote?

“All men dream: but not equally. Those who dream by night in the dusty recesses of their minds wake in the day to find that it was vanity: but the dreamers of the day are dangerous men, for they may act their dreams with open eyes, to make it possible.” - T. E. Lawrence


Jochen Vogler

Jochen Vogler

Partner  |  Bellecapital
JURISDICTIONS QUALIFIED IN

Switzerland
USA

RECOMMENDED SPECIALISMS

Private Client Asset Manager
Financial Advisory Firm


Richard Thompson

Richard Thompson

 |  EFG Wealth Management
JURISDICTIONS QUALIFIED IN

Cayman Islands

RECOMMENDED SPECIALISMS

Financial Advisory Firm
Private Banker


Jared Szychter

Jared Szychter

Managing Director  |  Grant Thornton
JURISDICTIONS QUALIFIED IN

United States

RECOMMENDED SPECIALISMS

Financial Advisory Firm


Paula Steele

Paula Steele

Managing Partner  |  John Lamb
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Financial Advisory Firm


Timothy McBride

Timothy McBride

Regional Director  |  Bessember Trust
JURISDICTIONS QUALIFIED IN

United States

RECOMMENDED SPECIALISMS

Financial Advisory Firm
Private Banker
Private Investment Office


Sergi Lucas

Sergi Lucas

Managing Director  |  Canal Securities
JURISDICTIONS QUALIFIED IN

Panama

RECOMMENDED SPECIALISMS

Financial Advisory Firm
Private Client Asset Manager


Stephen Griffiths

Stephen Griffiths

Partner  |  Saranac Partners
JURISDICTIONS QUALIFIED IN

United Kingdom

TOP 3 AREAS OF EXPERTISE

Investments taxation
Estate planning
Cross border succession

RECOMMENDED SPECIALISMS

Financial Advisory Firm

Q&A

What has been the highlight of your practice over the past 12 months?

Helping grow client acquisition in a former start up business that only opened its doors to clients in May 2017

What advice would you give rising stars/new lawyers in the private client world?

Don’t specialise until you’ve had a good flavour of all that is involved in serving the needs of such clients

What sets you apart from your peers?

Seeing the wood from the trees

What is your favourite quote?

It is what it is…..


Dino DeVita

Dino DeVita

Senior Vice President  |  Northern Trust
JURISDICTIONS QUALIFIED IN

Illinois

RECOMMENDED SPECIALISMS

Financial Advisory Firm