Joe Donohoe
Joe Donohoe
Director | Asset Risk Consultants
OFFICE
JURISDICTION
UK
Channel Islands
Ireland
Switzerland
USA (to a lesser extent)
TOP 3 AREAS OF EXPERTISE
The twin focus of my career has been on trusts and investments.
CROSS-BORDER CLIENT EXPERIENCE IN
What has been the highlight of your practice over the past 12 months?
Helping our clients to navigate their way through a dramatically turbulent year in the investment markets.
How did you get into private client?
Having qualified as a chartered accountant in Ireland I joined the trust department of C&L in Jersey and have been working with private clients ever since.
What advice would you give rising stars/new lawyers in the private client world?
Technical skills will only get you to the table. Your ability to build relationships by being nice to people will determine how long you stay there.
What is your favourite quote?
“Everybody has a plan until I punch them in the face” – Mike Tyson
Do you have any outside interests or hobbies?
Music (mostly the Bs – Bach, Beethoven, Beatles, Bowie, Billy Bragg…), Sport (especially football, cricket and NFL) and crime fiction.
When the restaurants reopen, where would you like to go?
Le Cirque at the Bellagio in Las Vegas and Green Island in Jersey.
What is the main area of growth you predict for the next 12 months?
A continuing and growing focus on ESG and sustainable investments, especially amongst the emerging generations.
What advice would you give to your younger self?
Planning has its place but always embrace change and be prepared to adapt.
What are three top tips for dealing with your clients remotely?
1. Use their choice of medium not yours
2. Prepare for and attend a virtual meeting with the same thoroughness as you would a physical one
3. Always be available
Nicholas Heuer
+1 312 902 5549
Nicholas Heuer
Senior Associate | Katten Muchin Rosenman
JURISDICTIONS QUALIFIED IN
USA
TOP AREAS OF EXPERTISE
Cross-Border Tax and Succession Planning
Family Office and Business Governance
Global Reporting and Disclosure Regimes
What has been the highlight of your practice over the past 12 months?
Assisting two non-US trustees restructure twenty-six trusts, including their underlying direct and indirect business interests, in a tax neutral manner that maximizes benefits for future US beneficiaries, protects each beneficiary’s privacy, and creates more administrative and cost efficiency in respect of the global structure.
What advice would you give rising stars/new lawyers in the private client world?
Only create complexity when necessary.
What is your favourite quote?
"Character cannot be developed in ease and quiet. Only through experience of trial and suffering can the soul be strengthened, ambition inspired, and success achieved." - Helen Keller
Di Fu
Di Fu
Associate | Loeb & Loeb
JURISDICTIONS QUALIFIED IN
USA
TOP AREAS OF EXPERTISE
International tax planning & structuring
Succession planning and global family governance
Tax compliance, regularization, voluntary disclosure procedures and global reporting classification and compliance (i.e., CRS / FATCA)
What has been the highlight of your practice over the past 12 months?
Assisted in establishing a charitable foundation dedicated to the life of a world-renowned architect
What is your favourite quote?
"As heaven maintains vigor through movements, a gentle man should constantly strive for self-perfection. As earth's condition is receptive devotion, a gentle man should hold the outer world with broad mind." - The I Ching.
Christina Santana Hammervold
Christina Santana Hammervold
Associate | Loeb & Loeb
JURISDICTIONS QUALIFIED IN
USA
TOP AREAS OF EXPERTISE
International tax planning & structuring
Succession planning and global family governance
Tax compliance, regularization, voluntary disclosure procedures and global reporting classification and compliance (i.e., CRS / FATCA)
What has been the highlight of your practice over the past 12 months?
The highlight of my practice over the past 12 months has been mentoring a junior lawyer who joined our practice group and watching her develop into a highly-skilled and trusted advisor for our clients.
What is your favourite quote?
“A business absolutely devoted to service will have only one worry about profits. They will be embarrassingly large.” (Henry Ford)
Matthew McKim
Matthew McKim
Partner | Loeb & Loeb
JURISDICTIONS QUALIFIED IN
USA
TOP AREAS OF EXPERTISE
International tax
International family succession planning
Family governance
What has been the highlight of your practice over the past 12 months?
Continuing to do what I enjoy. Working to grow our team of highly qualified, focused lawyers delivering sophisticated services to clients around the globe.
What advice would you give rising stars/new lawyers in the private client world?
To find a group of kind, like-minded lawyers to develop your practice with, learn from, teach and mentor. The practice of law, particularly in the private client world, can be exceptionally rewarding and challenging at the same time. Remaining resolute in your focus to deliver top quality work product along with top-quality client service is the key - never waver from either.
What is your favourite quote?
“If you tell the truth, you don’t have to remember anything.” - Mark Twain
Do you have any outside interests or hobbies?
Spending time with my kids and golfing, swimming and being on my tractor.
When the restaurants reopen, where would you like to go?
Il Corso, New York.
Jochen Vogler
Jochen Vogler
Partner | Bellecapital
JURISDICTIONS QUALIFIED IN
USA
Europe
RECOMMENDED SPECIALISMS
Private Client Asset Manager
Financial Advisory Firm
TOP AREAS OF EXPERTISE
Wealth Management
Investment Advice
Portfolio Management
What has been the highlight of your practice over the past 12 months?
My largest client is consolidating away from the other advisor to work exclusively with me and my firm, a real sign of appreciation for what we do for them.
How did you get into private client?
Increasing client size over two decades of wealth management work
Do you have any outside interests or hobbies?
Family, sailing, skiing
Darrell V. King CFP TEP
Darrell V. King CFP TEP
Director of Business Development | Stonehage Fleming
JURISDICTIONS QUALIFIED IN
USA
Canada
TOP AREAS OF EXPERTISE
Domestic and international fiduciary structures
Global investment support
Custody and family governance resources.
RECOMMENDED SPECIALISMS
Family Office
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.
Lucien Masmejan
Lucien Masmejan
Partner, Head of Private Clients | Lenz & Staehelin
JURISDICTIONS QUALIFIED IN
Switzerland
What has been the highlight of your practice over the past 12 months?
The last 12 months we have organised the transfer of the holding company of a very prominent UK family from an offshore jurisdiction to Switzerland - an ongoing project for more than 12 months.
How did you get into private client?
I started as a corporate and tax lawyer many years ago and my clients were very successful entrepreneurs – they then sold their businesses. I was then faced with structuring their family offices. When you do it a couple of times, you realise the clients talk to one another and the work develops from there.
What advice would you give rising stars/new lawyers in the private client world?
Stick to your values, be a hard worker and be patient.
What is your favourite quote?
“Try not to become a man of success, but rather try to become a man of value." Albert Einstein.
Do you have any outside interests or hobbies?
Biking. Skiing. I like old French movies. I read a lot.
