Darrell V. King CFP TEP

+1 203 249 7865

Darrell V. King CFP TEP

Director, Business Development - USA  |  Stonehage Fleming US LLC
JURISDICTIONS QUALIFIED IN

USA
Canada

TOP 3 AREAS OF EXPERTISE

Domestic and international fiduciary structures
Global investment support
Custody and family governance resources.

RECOMMENDED SPECIALISMS

Family Office

Q&A

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

International families come to us with complex problems. Here are three highlights from last year:
• Facilitating the establishment of several complex trust and related structures for families with cross border fact patterns. This enabled the preservation and ultimate transfer of wealth to family members in other jurisdictions.
• Establishing a family office administrative platform to support the effective operation and management of several real estate properties around the world and the entities that own them.
• Establishing a complex, consolidated reporting solution for a client with investments in several countries, several investment providers and multiple asset classes.

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

Seek opportunities to live and work in multiple jurisdictions. It enhances your capabilities, your understanding and your perspective on the world

What sets you apart from your peers?

The ability to provide fiduciary and family office services to clients around the world, without geographic restrictions. Also the breadth of service offering at my firm compared to other providers in our space. An important final point: we have a truly bespoke approach to serving clients.


Robert Reymond

+44 (0)20 7367 0184

Robert Reymond

Partner  |  Stikeman Elliott
JURISDICTIONS QUALIFIED IN

Canada


Walid Chiniara

+ 971 (0) 4 506 4700

Walid Chiniara

Partner  |  Deloitte
JURISDICTIONS QUALIFIED IN

United Arab Emirates
Quebec, Canada

RECOMMENDED SPECIALISMS

Family Office

Q&A

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

Writing a book summarizing the methodology I developed over the past twenty years advising families in business. This book is intended to provide an innovative and a systemic approach to family business succession planning. THE 7-STEP METHODOLOGY™, a Practical Guide to Family Business Succession Planning and a Conflict Management Tool for Families in Business, is expected to be published in Q4 of 2019.

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

You are the Future. Follow your Heart, Dream Big, and Strive for Excellence.

What is your favourite quote?

“The only true wisdom is knowing you know nothing” (Socrates)


Elie Roth

+1 416 863 5587

Elie Roth

Partner  |  Davies Ward Phillips & Vineberg
JURISDICTIONS QUALIFIED IN

Canada

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Dispute resolution
Tax


Martin J. Rochwerg

+14165962116

Martin J. Rochwerg

Partner  |  Miller Thomson
JURISDICTIONS QUALIFIED IN

Canada


Margaret O'Sullivan

+1 416 363 3700

Margaret O’Sullivan

Managing Partner  |  O'Sullivan Estate Lawyers
JURISDICTIONS QUALIFIED IN

Canada

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Administration of estates and trusts
Succession planning

Q&A

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

Having so many long term relationships with so many clients and seeing how at each step of the road, life has its twists and turns and being on part of the journey with them from a legal and personal planning viewpoint. As well, being part of planning for the next generation of clients and being part of their development. The ability to close the door to the boardroom and be part of trying to provide guidance and offer solutions in a private and confidential manner for issues which plague many.

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

As a guiding principle, remember that the interests of the client always come first and our role is to try our very best to achieve the best outcomes we can in a responsible and ethical manner.

What is your favourite quote?

“Less is more.”


Clifford Ng

+85222987603

Clifford Ng

Co-Managing Partner  |  Zhong Lun Law Firm
JURISDICTIONS QUALIFIED IN

Hong Kong
England and Wales
Canada

TOP 3 AREAS OF EXPERTISE

Family business governance
Asset holding structures
Family office

Q&A

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

I have provided strategic advice on cross-border transactions and investments, tax, regulatory, estate planning, asset preservation, governance. Some of my highlights include advising a large family office with over USD4 billion in assets in Hong Kong, UK, and Canada in succession planning and management and investment matters, as well as advising on the setting up of a trust structure for the acquisition of a hotel worth approximately USD250 million in Canada.

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

If you are a “rising star”, you probably know and live by this already: Always be learning.

What is your favourite quote?

“Illegitimi non carborundum.”


Nicholas Holland

+44 (0)207 570 1406

Nicholas Holland

Partner  |  McDermott Will & Emery
JURISDICTIONS QUALIFIED IN

England and Wales
Cayman Islands
Canada (Ontario, British Columbia)

TOP 3 AREAS OF EXPERTISE

Administration of estates and trusts
Succession planning
Dispute resolution

Q&A

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

Acting for the beneficiary in connection with a £multi-billion trust dispute involving Cayman, the UK, Netherland Antilles, Luxembourg and France. There have been issues of mental competence, cutting-edge tax complexities, issues of French legal privilege and complex corporate negotiations.

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

Work with as many different kinds of people as you can and learn as much as you can from each of them. Eventually you will sort out what will (and will not) work for you.

What is your favourite quote?

“I’d rather let a thousand guilty men go free than chase after them,” Chief Wiggum, The Simpsons.


Richard Hay

+44 (0)207 367 0190

Richard Hay

Partner  |  Stikeman Elliott
JURISDICTIONS QUALIFIED IN

Canada (Ontario)
United States (NY)
England and Wales

TOP 3 AREAS OF EXPERTISE

Estate planning
Policy advice to governments and professional firms
Tax


Paul Gibney

+1 416 864 9245

Paul Gibney

Partner  |  Thorsteinssons
JURISDICTIONS QUALIFIED IN

Canada (Ontario, British Columbia)

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Tax

Q&A

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

The fact that I have been able to mentor so many junior lawyers and to see their practices grow.

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

It is important to get involved in the community - you must write, attend conferences and be active in the various associations.

What is your favourite quote?

“Continuous effort - not strength or intelligence - is the key to unlocking our potential,” Winston Churchill.