Darrell V. King CFP TEP
+1 203 249 7865
Darrell V. King CFP TEP
Director, Business Development - USA | Stonehage Fleming US LLC
OFFICE LOCATION
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
CROSS-BORDER CLIENT EXPERIENCE IN
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.
Walid Chiniara
Walid Chiniara
Partner | Deloitte
JURISDICTIONS QUALIFIED IN
United Arab Emirates
Quebec, Canada
RECOMMENDED SPECIALISMS
Family Office
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
Elie Roth
Partner | Davies Ward Phillips & Vineberg
JURISDICTIONS QUALIFIED IN
Canada
TOP 3 AREAS OF EXPERTISE
Personal and estate planning
Dispute resolution
Tax
Margaret O'Sullivan
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
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
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
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
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
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
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
Paul Gibney
Partner | Thorsteinssons
JURISDICTIONS QUALIFIED IN
Canada (Ontario, British Columbia)
TOP 3 AREAS OF EXPERTISE
Personal and estate planning
Tax
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.