Richard Wakeham
Richard Wakeham
Group Head of Commercial | ZEDRA
JURISDICTION
Jersey, Guernsey, England and Wales, Isle of Man, Singapore, Hong Kong SAR, United States, Cayman Islands, Curacao, The Netherlands, Luxembourg, Poland, India, Malta, Switzerland
TOP SPECIALISMS
Family Governance and Business
Fiduciary
Trusts & Trusteeship
Office Location
United Kingdom
Short Biography
Richard leads the Group’s business and client development activities focussing on client retention/satisfaction and intermediary partnerships. He also leads the Group's Marketing team.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Paula Fry
Paula Fry
Counsel and Advocate | Appleby
JURISDICTION
TOP SPECIALISMS
Fiduciary
Probate
Trusts & Trusteeship
Office Location
Guernsey
Short Biography
Paula is dual qualified as a Solicitor of the Senior Courts of England & Wales and as an Advocate of the Royal Court of Guernsey. She is also qualified as a Trust and Estate Practitioner with the Society of Trust and Estate Practitioners. With significant experience gained in England, Scotland and Guernsey, Paula specialises in advising trustees, beneficiaries and trust officials in relation to a wide range of trust and foundation-related matters. Paula also provides advice in relation to corporate vehicles within trust structures.
What is your favorite restaurant to take a client or colleague to?
The Hook in Guernsey
What is the best piece of advice you have ever received?
What was your first job?
Phlebotomist
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Paul Beale
Paul Beale
Head of Family Office and Private Client | KPMG
JURISDICTION
Guernsey, Jersey, Isle of Man, The Bahamas, Cayman Islands
TOP SPECIALISMS
Family Office
Relocation and Cross-Border Advisory
Tax Advisory
Office Location
Guernsey
Short Biography
I lead the Family Office and Private Client team for KPMG Islands Group offering UK and international support to global families and their structures.
What is your favorite restaurant to take a client or colleague to?
Red
What is the best piece of advice you have ever received?
Value yourself, or what chance do you have.
What was your first job?
Cashier at McDonalds
What is the book you recommend to everyone?
Legacy - by James Kerr
What changes do you expect to see in your practice over the next year?
Opportunities arising from challenges in the global tax and regulatory environment.
Natasha Kapp
Natasha Kapp
Partner | Carey Olsen
JURISDICTION
TOP SPECIALISMS
Family Office
Trusts: Contentious
Trusts: Planning
Office Location
Guernsey
Short Biography
Natasha Kapp is a partner in Carey Olsen's trusts and private wealth team in Guernsey. Natasha deals with all aspects of contentious and non-contentious trust matters. She advises professional trustees, family offices and UHNWI's on the establishment, administration and restructuring of complex trusts and foundations and underlying structures. She has acted on the establishment of and continues to advise some of the largest family offices and philanthropies established on the Island. Natasha also advises on insurance regulation. She regularly appears before the Royal Court of Guernsey in applications regarding the interpretation of trust powers, the variation of trusts, the doctrine of mistake, the application of the Rule In Hastings Bass under Guernsey law, Beddoe applications, rectification of trusts and a significant breach of trust case. Natasha is a member of the Association of Contentious Trusts and Probate Specialists. She is ranked in both The Legal 500 UK and Chambers HNW.
What is your favorite restaurant to take a client or colleague to?
The Hook in Guernsey
What is the best piece of advice you have ever received?
To go with your gut
What was your first job?
Waitress
What is the book you recommend to everyone?
Cry the Beloved Country, Alan Paton
What changes do you expect to see in your practice over the next year?
Matthew Guthrie
Matthew Guthrie
Partner | Ogier
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Trusts: Contentious
Trusts: Planning
Office Location
Guernsey
Short Biography
Matt is based in Guernsey and leads Ogier's Private Wealth team globally. He specialises in advising high-net-worth families, trust companies and family offices in relation to succession planning and structuring through trusts, foundations and other vehicles. His practice is truly international and he works with families and fiduciary businesses in Europe, the Middle East, the US and the UK. Matt is frequently engaged by clients to design and implement bespoke cross border structures, to restructure existing trusts and to advise trustees in relation to complex matters and disputes.
What is your favorite restaurant to take a client or colleague to?
Bob Bob Ricard... because you can "press for champagne"!
What is the best piece of advice you have ever received?
There isn't always an answer, it is just a question of weighing risk and making the best of it.
What was your first job?
Helping to organise the international visitors to an agricultural show
What is the book you recommend to everyone?
Between a Rock and a Hard Place by Aaron Ralston... because until you have had to cut your own arm off with a penknife, you're not having a bad day.
What changes do you expect to see in your practice over the next year?
The increasing pace of regulatory change is going to drive clients to those who can advise deftly on the full spectrum of issues - from regulatory issues, to sanctions, to anti-money laundering concerns and everything in between.
Mark Leale
Mark Leale
Head of Dubai Office | Quilter Cheviot
JURISDICTION
Abu Dhabi, Bahrain, Qatar, Kuwait, Oman, Saudi Arabia, United Arab Emirates, Jersey, Guernsey
TOP SPECIALISMS
Asset Management
Office Location
United Arab Emirates
Short Biography
I started my private banking career with Lloyds Bank International in Guernsey in 1992. Following 3 years with the bank based in the Isle of Man, I relocated to Dubai in 2002. I now head the Dubai office for Quilter Cheviot, based in the DIFC and have been with the firm since 2016. I have a broad experience in working with private clients in the Middle East and globally, often in collaboration with other professional advisers. Quilter Cheviot specialises in the provision of discretionary portfolio management services. Portfolios can be held in our three booking centres; the UK mainland, Jersey or Dublin.
What is your favorite restaurant to take a client or colleague to?
Roberto's, DIFC
What is the best piece of advice you have ever received?
To be curious
What was your first job?
Account Executive at Lloyds Private Banking in Guernsey
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
We expect that private clients will increasingly seek to appoint professional investment managers, moving away from advisory relationships
Lisa Vizia
Lisa Vizia
Director | Saffery Trust
JURISDICTION
Guernsey, Cayman Islands
TOP SPECIALISMS
Family Office
Fiduciary
Trusts & Trusteeship
Office Location
Guernsey
Short Biography
Lisa joined Safferys in 2010 and heads up a Family Office Team in Guernsey, managing offshore structures for ultra-high net worth families. Lisa works in partnership with clients’ family offices, providing a proactive and tailored support service focused on individual client needs. She has particular expertise in Middle Eastern structures, with an essential understanding of Shari’a Law and the devolution of Middle Eastern Estates in conjunction with complex trust and company structures. In addition, Lisa also specialises in dealing with the acquisition and complexities of luxury assets, and exotic investments. Lisa is the co-lead for the firm’s Cayman offering that launched in 2020 and also heads up the principal Corporate Social Responsibility initiative in Guernsey. Lisa has over 35 years’ trust industry experience and is a Member of the Society of Trust and Estate Practitioners (STEP) and Institute of Directors.
What is your favorite restaurant to take a client or colleague to?
In Guernsey it would be Hook for the sushi and in Cayman it would be Luca as it is a fabulous Italian
What is the best piece of advice you have ever received?
Lead by example, don't ask anyone to do anything you wouldn't be willing to do yourself.
What was your first job?
Working at the local stables during the school holidays where my pony was stabled. I had the best time!
What is the book you recommend to everyone?
To Kill a Mockingbird by Harper Lee
What changes do you expect to see in your practice over the next year?
More complex trust related structures being established particularly for Middle Eastern families for succession planning in the transfer of wealth to the next generation
Kirsty McGeough
Kirsty McGeough
Senior Associate | Carey Olsen
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Family Office
Trusts: Planning
Office Location
Guernsey
Short Biography
Kirsty McGeough is a senior associate in Carey Olsen's trusts and private wealth team based in Guernsey. She advises on various aspects of fiduciary and trusts law and private wealth matters. She also advises on the laws of inheritance and estate planning. Kirsty has experience providing advice to professional and private trustees as well as high net worth individuals and families. Kirsty is a graduate of the University of Edinburgh and was admitted as a solicitor in Scotland in 2016. Kirsty trained and worked post-qualification in the trusts, tax and succession department of a leading private client law firm based in Edinburgh. During this period, she also qualified as a UK chartered tax adviser, specialising in inheritance tax and the taxation of trusts and estates.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Joseph de Lacey
Joseph de Lacey
Solicitor | Fieldfisher
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Fiduciary
Trusts: Contentious
Office Location
London, United Kingdom
Short Biography
Joseph is a litigator who specialises in complex trusts, estates, Court of Protection, and charity disputes. He is frequently instructed on complex and high value offshore trust disputes.
What is your favorite restaurant to take a client or colleague to?
The Delaunay
What is the best piece of advice you have ever received?
Write as if you are writing to someone from Mars.
What was your first job?
Waiter.
What is the book you recommend to everyone?
Hurricane Season (Fitzcarraldo Editions)
What changes do you expect to see in your practice over the next year?
Increased capacity disputes, and more and more litigation initiated by young beneficiaries.
Joanna Poole
Joanna Poole
Partner | Farrer & Co
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Guardianship and Mental Capacity
Trusts: Contentious
Office Location
London, United Kingdom
Short Biography
Joanna is a partner in Farrer & Co's Contentious Trusts and Estates team. She advises trustees, beneficiaries and charities on the full range of onshore and offshore contentious trusts and estates matters. Clients come to Joanna for assistance with probate claims, claims under the Inheritance (Provision for Family and Dependents) Act 1975, constructive trust claims, proprietary estoppel claims and breach of trust claims. She has particular experience of defending the validity of trusts against third party attacks on grounds such as sham. She also advises on professional negligence claims against trustees, lawyers and accountants where there is a trust or estates angle.
What is your favorite restaurant to take a client or colleague to?
Spring @ Somerset House
What is the best piece of advice you have ever received?
Never deliver bad news on a friday if you can avoid it!
What was your first job?
Working at the local SeaLife Centre
What is the book you recommend to everyone?
Mary Kondo's The Life Changing Magic of Tidying Up!
What changes do you expect to see in your practice over the next year?
Adapting to the presence of AI