Richard Baldock

Richard Baldock

Managing Partner  |  Baldock Associates
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Multi-National Families
Simple Structure


Michelle Wolfe

+1 441 405 9870

Michelle Wolfe

Managing Director  |  Meritus Trust
JURISDICTIONS QUALIFIED IN

Bermuda

TOP 3 AREAS OF EXPERTISE

The provision of the following services to high net worth families
1. Acting as trustee/fiduciary/trusted advisor
2. Governance and Education
3. Trust and PTC administration and Corporate Administration including the provision of directors

RECOMMENDED SPECIALISMS

Multi-National Families
Exotic Assets

Q&A

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

In a time of contraction of the offshore trust industry we continue to see business growth; taking on both new staff and new families.

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

The private client industry is built on trust. Developing communication and relationship skills such as empathy, compassion, passion, and courage will help you to stand out amongst your peers and will assist you to develop long term trusted relationships with your families.

What sets you apart from your peers?

Meritus is unique as we are a female led, owner managed, independent boutique Bermuda trust company with a very high staff to client ratio which allows us to provide consistent, responsive and high quality service to our families.

What is your favourite quote?

"People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” - Maya Angelou


Lisa Vizia

+44 (0)1481 705349

Lisa Vizia

Director  |  Saffery Champness
JURISDICTIONS QUALIFIED IN

Guernsey
Cayman Islands
British Virgin Islands

Society of Trust and Estate Practitioners (STEP) since 1997
Institute of Directors (IoD)

I am based in Guernsey so have expertise in Guernsey and Cayman trusts, foundations and companies, however I administer and act and Trustee and Director of trusts and companies from multi-jurisdictions so I have expertise in several other jurisdictions, predominantly in relation to Cayman Law Trusts and Cayman Companies as well as companies in Bermuda, BVI, Bahamas amongst others.
I also predominantly work with Middle Eastern Families in relation to client jurisdictions and also with some Russian Families.

TOP 3 AREAS OF EXPERTISE

Working with Family Offices/being trusted adviser
Middle East structures/ Shari’a Law understanding
Non-standard assets and investments

RECOMMENDED SPECIALISMS

Exotic Assets
Multi-National Families

Q&A

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

Following the demise of a Middle Eastern Ruling Family principal, I worked with the Family Office and the principal’s Trusted Adviser to identity, reconcile and report on all assets and liabilities across over 70 companies and 20 jurisdictions for a multi-billion dollar Estate and Trust Structure. This included coordinating legal and tax advice, obtaining Shari’a advice to interface the multiple probates for the Estate assets and also interpreting Shari’a law with the proper law of the Trust being Cayman. Proceedings are being conducted in Cayman to obtain a blessing for a momentous decision for the administration and distribution of assets for the benefit of the Heirs in accordance with Shari’a law. I met all the Heirs and explained the concept of the Trust, interface with Shari’a Law and the Court Application.

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

It’s not rocket science; Work hard. You have to love what you do and have passion and enthusiasm to progress. Take advantage of all development opportunities you can, both technical and soft skills, all of this will help you now and in the future. I have worked with great people and my advice would be to surround yourself with excellence – don’t be afraid of people who know more than you, learn from them. Asking for help and learning from mistakes is a strength not a weakness. Share your successes with others, teamwork is everything.

What sets you apart from your peers?

I put this to some of the advisers I work closely with. These are their words, not mine!

“Being able to draw upon over two decades of experience and knowledge of dealing with UHNW families is one of the factors that differentiates Lisa.”

“Unlike many trust company directors Lisa immerses herself in the role, having detailed personal knowledge of the issues, and is confident and experienced enough to deploy it to drive projects and lead the decision-making.”

“Lisa has unparalleled experience with families in the Gulf making her a very safe pair of hands.”

“Whilst having a tremendous overall grasp of the complexity of a matter she is also unfailingly thorough and no detail escapes her eagle eye. Nothing is too much trouble for her to ensure she gets the best answer and provides an excellent service for her client.”

What is your favourite quote?

“Treat others how you want to be treated.”
Plus one that I have stolen from Jean Luc Picard: “Make it so”.


Jacqueline Shek

+852 2173 6324

Jacqueline Shek

Executive Director  |  Zedra
JURISDICTIONS QUALIFIED IN

Hong Kong
New South Wales, Australia

TOP 3 AREAS OF EXPERTISE

Wealth planning
Family governance for Asian families
Contentious trust matters

RECOMMENDED SPECIALISMS

Private Investment
Multi-National Families

Q&A

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

Acting as Chairman of the Hong Kong Trustees’ Association with a very tangible role to promote the interest of the trust industry and to lift industry standards. On the business side, getting Zedra, a relatively new name, really known out here in Hong Kong as the trustee of choice for private clients.

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

Be curious. Be nosey. Dealing with sophisticated UHNW families require the technical ability to deal with some very big and complex commercial transactions, but at the same time, you are dealing with people and their families on a very personal level and that requires the personal touch to really understand your client’s values and underlying concerns.

What sets you apart from your peers?

I have seen a lot both from the set up and the bust up end in the life cycle of family trusts; gaining valuable insights on how to get it right, how things can go wrong, and how to future proof the asset planning structures. I have also had the pleasure of working in depth with trusts from a wide variety of jurisdictions in Asia Pacific, the Caribbean and the Channel Islands.
I started as a tax and trust lawyer with Baker & McKenzie and advised on the set up of many trusts and charities, gaining a lot of structuring experience. I then moved on to become global legal counsel of the HSBC private trust business and had to deal with a lot of trust and estate disputes; dramatic family disputes, claims against the trustees/ executors, defending trusts from hostile third parties claims, and also non-contentious court applications on momentous trustee decisions or esoteric points of trust law.

What is your favourite quote?

“Whether you think you can or think you can’t, you’re right.” – Henry Ford


Alexandre Semboglou

Alexandre Semboglou

Partner, CEO  |  Rhône Trust
JURISDICTIONS QUALIFIED IN

Switzerland

RECOMMENDED SPECIALISMS

Multi-National Families


Anthony Pitcher

+44 (0)1534 846693

Anthony Pitcher

Group Head of Family Office  |  LGL Group
JURISDICTIONS QUALIFIED IN

England and Wales

TOP 3 AREAS OF EXPERTISE

Family Office
Fiduciary decision making
Trust Administration

RECOMMENDED SPECIALISMS

Simple Structure
Multi-National Families
Exotic Assets

Q&A

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

Delivering Ultra high value add services to my Family Office clients.

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

Never be afraid to say that you don’t understand something.

What sets you apart from your peers?

Understanding what is important in transactions, communicating that effectively and delivering results

What is your favourite quote?

"The supreme quality of leadership is integrity." Dwight D. Eisenhower


Andrew Penney

Andrew Penney

Head of Wealth Planning  |  Sequent
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Multi-National Families


Jim Parker

Jim Parker

Country Head for Switzerland  |  Butterfield Group
JURISDICTIONS QUALIFIED IN

Switzerland

TOP 3 AREAS OF EXPERTISE

As Country Head for Butterfield Trust in Switzerland, I’m a professional trustee serving demanding global families with complex needs.

RECOMMENDED SPECIALISMS

Multi-National Families

Q&A

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

Providing transitional oversight and management to a large family business following a bereavement. Our work was challenging and multifaceted as it involved direct negotiations with the family as well as several agencies to avoid any unwarranted movement of assets; our work included the implementation of a joint venture with sector-specific experts. The resulting restructuring has been positively received and its valuable assets are well-positioned for the future.

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

Never underestimate the need for regular face to face communication. Insist on this; spend quality time with your clients. The use of technology creates efficiencies but nothing outshines direct contact.

What sets you apart from your peers?

My team and I have established a reputation as hands-on, proactive Trustees with an uncompromising focus on service. We do our level best to “keep it simple”

What is your favourite quote?

“If it’s not right, don’t do it. If it’s not true, don’t say it.” - Marcus Aurelius
“Don't explain your philosophy. Embody it.” - Epictetus


Marcus Parker

+1 345 815 8533

Marcus Parker

Director, Head of Trusts  |  Genesis Trust
JURISDICTIONS QUALIFIED IN

Cayman Islands
England and Wales

TOP 3 AREAS OF EXPERTISE

Acting as trustee for global wealthy families.
Providing a “white knight” service in contentious trust matters.
Luxury travel adviser!

RECOMMENDED SPECIALISMS

Exotic Assets
Simple Structure
Multi-National Families

Q&A

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

Acting for one of the largest families in Asia through a challenging transitional period.

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

Listen and observe and try and learn something new every day.

What sets you apart from your peers?

I think I am a good listener and believe it is important to carefully reflect before taking action or giving advice.

What is your favourite quote?

Do not dwell in the past, do not dream of the future, concentrate the mind on the present moment. Buddha.


Stella Mitchell-Voisin

+41 (0) 22 707 8399

Stella Mitchell-Voisin

Manging Director  |  Summit Trust
JURISDICTIONS QUALIFIED IN

Switzerland

TOP 3 AREAS OF EXPERTISE

Trust creation, management and administration
Adding value as board director on operating companies
Management of exotic assets

RECOMMENDED SPECIALISMS

Exotic Assets
Multi-National Families
Simple Structure

Q&A

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

Pivotal role in unlocking a litigious situation and bringing it to a successful conclusion prior to reaching court, saving significant cost in the process.

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

You need to get to grips with the basics properly and then build on those foundations to create enduring client relationships with people who will value your expertise and advice. Spend time getting it right!

What sets you apart from your peers?

A can do attitude that seeks to find commercial solutions to unusual challenges. Stella is an excellent communicator and has strong and enduring relationships with beneficiaries, helping them to navigate issues and understand the choices that they have. Does not shy away from difficult situations or conversations, and tries to keep things simple and understandable.

What is your favourite quote?

“There are no secrets to success. It is the result of preparation, hard work & learning from failure.” Colin Powell