Steve Gully

Office Location

Jersey

Short Biography

Highly personable individual who seeks to understand the requirements of his clients and then delivers on those expectations. An experienced leader in the private client world working as a trustee, company director and trusted advisor to family offices, UHNWI's. Working with international clients with connections to the UK, Europe, Middle East, Africa, Asia, US and Australasia. Providing guidance and support to family wealth structuring and succession vehicles owning family business assets, real estate, luxury goods, works of art, agricultural estates, investment portfolios and co-investment structuring vehicles.

What is your favorite restaurant to take a client or colleague to?

Savoy Grill

What is the best piece of advice you have ever received?

Live YOUR life! Too often people spend too much time wanting to live someone else's life!

What was your first job?

A summer / student job working as a baggage handler at Jersey airport.

What is the book you recommend to everyone?

Start with Why. Or any Simon Sinek book for that matter

What changes do you expect to see in your practice over the next year?

Continued adoption of evolving technology to make our onboarding and client interaction more efficient and harmonious for clients and their advisors.