Joanne Morse
Joanne Morse
Deputy CEO | Summit Trust International SA
JURISDICTION
Switzerland
TOP SPECIALISMS
Trusts & Trusteeship
Trusts: Contentious
Trusts: Planning
Office Location
Switzerland
Short Biography
Jo qualified as a solicitor of England and Wales in 2008, working as a private client solicitor in the UK before beginning her trust career at Summit Trust International SA in Geneva in 2011. Jo has a wide range of experience in trust and company management, providing bespoke private client trusteeship to ultra-high value, complex international trust structures, within which an array of real assets are managed, including fine art, vintage cars, shipping fleets, yachts, private equity, operating businesses and commercial and residential property.
What is your favorite restaurant to take a client or colleague to?
Scott's Mayfair
What is the best piece of advice you have ever received?
Listen more than you speak.
What was your first job?
Sweeping floors in the local village shop at age 14.
What is the book you recommend to everyone?
Never Split the Difference, by Chris Voss
What changes do you expect to see in your practice over the next year?
As regulation increases, consolidation is inevitable, although that isn't necessarily a bad thing.
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
James von Simson
James von Simson
Partner | Evelyn Partners
JURISDICTION
England and Wales, Jersey, Guernsey, Switzerland, Abu Dhabi, Bahrain, Qatar, Kuwait, Oman, Saudi Arabia, United Arab Emirates, The Bahamas, Cayman Islands
TOP SPECIALISMS
Asset Management
Family Governance and Business
Family Office
Office Location
United Kingdom
Short Biography
James specialises in advising multi-generational and multi-jurisdictional families on their investments, family governance, wealth preservation, and philanthropic strategies. Having begun his career at Citigroup in 2005 as part of the Mergers & Acquisitions team in Frankfurt, he joined Evelyn Partners in 2016. Along with the day-to-day management of investment portfolios, James is also one of the firm’s research specialists with responsibility for Global Equity funds. James sits on both the STEP Worldwide Council and the CISI International Committee. He is also an Ambassador for the Diversity Project.
What is your favorite restaurant to take a client or colleague to?
Depending on their spice capacity; Bibi (Indian), Chishuru (West African), Endo (Japanese), Luca (Italian)
What is the best piece of advice you have ever received?
Those who speak the loudest rarely know the most
What was your first job?
Film extra (blink and you miss roles)
What is the book you recommend to everyone?
The 13 1/2 Lives of Captain Bluebear
What changes do you expect to see in your practice over the next year?
A greater respect for patience over fomo
Ingmar Snijders
Ingmar Snijders
Partner | Bratschi AG
JURISDICTION
Switzerland
TOP SPECIALISMS
Family Office
Trusts & Trusteeship
Trusts: Planning
Office Location
Switzerland
Short Biography
Ingmar Snijders is a partner at Bratchi Ltd.and leads its Private Client Team from Zurich. Ingmar advices private clients since more then 20 years on all aspects of domestic and international estate planning, often in close collaboration with the tax team of Bratschi and in particular in relation to international asset structuring, trusts and (charitable) foundations. The services offered include not only the set up but also administration, including directorship, trusteeship, protectorship and foundation council functions. Ingmar Snijders' clients are among others international entrepeneurs and private persons, international (commodity) traders, as well as ship owners, both of cargo vessels and luxury yachts.
What is your favorite restaurant to take a client or colleague to?
Ristorante Bindella, In Gassen 6, 8001 Zurich Switzerland
What is the best piece of advice you have ever received?
We are all in the gutter but some of us are looking at the stars, a line from Oscan Wilde's play Lady Windermere's Fan, quoted by a friend of my father
What was your first job?
Selling mens clothing while I studied law in the Netherlands
What is the book you recommend to everyone?
Narziss und Goldmund of Herrmann Hesse
What changes do you expect to see in your practice over the next year?
More compliance & more regulation (unfortunately)
Helen Butterfield
Helen Butterfield
Senior Private Banker | Coutts & Co
JURISDICTION
England and Wales, Switzerland, Monaco, Gibraltar, Jersey
TOP SPECIALISMS
Family Office
Private Banking
Office Location
London, United Kingdom
Short Biography
I am a Senior Private Banker with over 20 years experience looking after European and US private clients and their families. I provide advice to help them navigate the unique opportunities and challenges facing families of wealth and co-ordinate their financial affairs to ensure their wealth is sustained and aligned to their family ambitions. I help build a team around clients using other Private Client Global Elite members when required, combining the expertise of Coutts to build a flexible financial strategy designed to ensure wealth is suitably structured and that capital is used efficiently.
What is your favorite restaurant to take a client or colleague to?
Has to be the amazing Coutts dining rooms at 440 Strand
What is the best piece of advice you have ever received?
Be reliable! Clients love that i am always on hand to help and guide
What was your first job?
Serving Champagne at Ascot
What is the book you recommend to everyone?
The Silk Road
What changes do you expect to see in your practice over the next year?
I think there may be changes linked to new tax policies but we roll with the changes and embrace the chance to connect with our clients.
Heini Rüdisühli
Heini Rüdisühli
Partner at Lenz & Staehelin, Attorney at Law | Lenz & Staehelin
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Trusts: Planning
Tax Advisory
Office Location
Switzerland
Short Biography
Heini Rüdisühli is a deputy managing partner at our Zurich office, where he leads the Private Clients practice group. His main field of activity is national and international tax planning for private individuals and the taxation of corporate reorganisations and acquisitions. Heini also specialises in inheritance law, succession planning and the executorship of estates, and has a broad knowledge of trusts.
What is your favorite restaurant to take a client or colleague to?
Restaurant "Haute" in Zurich
What is the best piece of advice you have ever received?
Think twice before you act.
What was your first job?
After my admission to the Bar I started off as an auditor in one of the big accounting firms (Arthur Andersen)
What is the book you recommend to everyone?
The art of clear thinking by Rolf Dobelli
What changes do you expect to see in your practice over the next year?
none
Guillaume Grisel
Guillaume Grisel
Attorney-at-law, Partner | Schellenberg Wittmer
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Immigration
Trusts: Planning
Office Location
Switzerland
Short Biography
Dr Guillaume Grisel is a Partner in Schellenberg Wittmer’s Private Wealth Group. He assists high net worth individuals and families (including entertainers, art collectors and philanthropists) in Swiss and international estate and tax planning, wealth structuring, asset protection, family governance, philanthropy and estate disputes. His clients come from all five continents. Guillaume also regularly advises banks, wealth managers, family offices and professional trustees in compliance and regulatory matters. Guillaume is the author of the only comprehensive textbook on trust law in Switzerland (Le Trust en Suisse) and is recognized as a leading Swiss expert in this area. He is vice-chairman of the Swiss & Liechtenstein STEP Federation and Chairman of the British-Swiss Chamber of Commerce (BSCC), Lausanne Chapter. Guillaume Grisel holds a Master's Degree from Cambridge University (Christ's College) and a Ph.D. in international law.
What is your favorite restaurant to take a client or colleague to?
Balila (Lebanese restaurant) in Geneva
What is the best piece of advice you have ever received?
Be yourself and listen
What was your first job?
Newspaper shop salesman
What is the book you recommend to everyone?
The Idiot (Dostoevsky)
What changes do you expect to see in your practice over the next year?
More technology, and a refocusing of human activity on aspects of psychology, empathy and creativity.
Francois Mollat du Jourdin
Francois Mollat du Jourdin
FOUNDING AND MANAGING P ARTNER | MJ&CIE
JURISDICTION
France, Switzerland
TOP SPECIALISMS
Charitable Planning and Philanthropy
Family Governance and Business
Family Office
Office Location
France
Short Biography
A pioneer of independant multi-client family office, Francois is a former private banker. After founding MJ&CIE in 2001 he has been a leading member of French and Eiropean association of Family Offifes. He is now developing the international federation of Family Office. Recognised for his professionalism and ethics, MJ&CIE services European and International clients out of its Paris and Geneva offices.
What is your favorite restaurant to take a client or colleague to?
APICIUS
What is the best piece of advice you have ever received?
KEEP IT SIMPLE
What was your first job?
SALESMAN IN CANADA FOR THE DAIRY INDUSTRY
What is the book you recommend to everyone?
L'ETRANGER FROM ALBERT CAMUS
What changes do you expect to see in your practice over the next year?
WE ARE ACTIVELY DEVELOPPING NEW AREAS OF EXPERTISE IN THE CORPORATE ADVISORY TO COMPLETE OUR SCOPE OF SERVICE TO ENTREPRENEURS AND ENTREPRENEURIAL FAMILIES. AT AN INTERNATIONAL SCALE. MEANWHILE, STRENGHTHENING REGULATION REMAINS A CHALLENGE.
Filippo Turato
Filippo Turato
Member of Executive Committee | Capital Trustees AG
JURISDICTION
Switzerland, Europe, LatAm, Middle East
TOP SPECIALISMS
Family Office
Trusts & Trusteeship
Trusts: Planning
Office Location
Switzerland
Short Biography
Filippo Turato is member of the Executive Committee at Capital Trustees AG, based in Zürich and Lugano. He specializes in implementing international wealth planning solutions for HNW families, dealing with key clients across Europe, LATAM and Middle East. At Capital Trustees, Filippo offers his technical advice on cross-border trust structures and on family office and corporate practices, with a focus on Private Trust Companies. Filippo graduated in Law at Bocconi University in Milan and started his career in an Italian leading law firm, where he regularly contributed to academic publications and conferences. Since then, he built a strong expertise and knowledge in trust-related services, from the initial set-up to day-to-day administration. Filippo is full member of STEP, Chair of STEP Lugano and former Chair of STEP Verein. He is also a member of the Swiss & Liechtenstein STEP Federation conference organizing committee and member of the International Fiscal Association (IFA).
What is your favorite restaurant to take a client or colleague to?
Baur's Brasserie in Zürich
What is the best piece of advice you have ever received?
When I was younger, my father always used to remind me "Neminem Laedere"
What was your first job?
Stewarding in a theater during my high school years
What is the book you recommend to everyone?
The Tender Bar by J.R. Moehringer
What changes do you expect to see in your practice over the next year?
In establishing trust structures, the current geopolitical instability will accelerate the trend of international families looking for solid regulatory frameworks and sophisticated governance solutions, aimed at providing continuity to family businesses.
Filippo Noseda
Filippo Noseda
Partner | Mishcon de Reya
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Fiduciary
Trusts: Planning
Office Location
London, United Kingdom
Short Biography
Filippo is a Partner in Mishcon Private and a Visiting Professor at King's College, London, where he teaches International and Comparative Trust Law. A dual qualified English solicitor and Swiss lawyer (Rechtsanwalt) he advises clients on international tax and estate planning issues and is able to approach both common law and civil law issues from a practical perspective. Filippo is particularly known for his work in the area of transparency, having appeared as an expert before the Council of Europe and the EU data protection authorities in connection with the introduction of the OECD's Common Reporting Standard (CRS), FATCA and the EU's Beneficial Ownership Registers.
What is your favorite restaurant to take a client or colleague to?
Margot in Covent Garden
What is the best piece of advice you have ever received?
Think all you want to say, don't say all you think.
What was your first job?
Swiss lawyer in Zurich.
What is the book you recommend to everyone?
Girl with a Dragon Tattoo
What changes do you expect to see in your practice over the next year?
Data protection to come back.