Michelle Wolfe

+1 441 405 9870

Michelle Wolfe

Managing Director  |  Meritus Trust
JURISDICTIONS QUALIFIED IN

Bermuda

TOp AREAS OF EXPERTISE

The provision of the following services to high net worth families
1. Acting as trustee/fiduciary/trusted advisor
2. Governance and Education
3. Trust and PTC administration and Corporate Administration including the provision of directors

RECOMMENDED SPECIALISMS

Multi-National Families
Exotic Assets

Q&A

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

In a time of contraction of the offshore trust industry we continue to see business growth; taking on both new staff and new families.

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

The private client industry is built on trust. Developing communication and relationship skills such as empathy, compassion, passion, and courage will help you to stand out amongst your peers and will assist you to develop long term trusted relationships with your families.

What sets you apart from your peers?

Meritus is unique as we are a female led, owner managed, independent boutique Bermuda trust company with a very high staff to client ratio which allows us to provide consistent, responsive and high quality service to our families.

What is your favourite quote?

"People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” - Maya Angelou


Katrina Williams

+44 (0)1534 825200

Katrina Williams

Director  |  Rawlinson & Hunter
JURISDICTIONS QUALIFIED IN

I am a member of STEP, and obtained the STEP paper in UK Taxation for International clients in 2013. I was named in the Private Client Practitioner’s Top 35 Under 35 for 2013 and 2015. As a Director of R&H Trust Co (Jersey) Limited, providing trust and company services, I work with UHNW International families and has particular experience in administering structures for clients connected to the UK and the US.

TOP AREAS OF EXPERTISE

Dealing with offshore trust and fiduciary structures.

RECOMMENDED SPECIALISMS

Exotic Assets
Simple Structure

Q&A

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

In the past 12 months I have continued to work with both US and UK connected clients, private equity executives, entrepreneurs, PTCs, and a very significant family business.


Lisa Vizia

+44 (0)1481 705349

Lisa Vizia

Director  |  Saffery Champness
JURISDICTIONS QUALIFIED IN

Guernsey
Cayman Islands
British Virgin Islands

Society of Trust and Estate Practitioners (STEP) since 1997
Institute of Directors (IoD)

I am based in Guernsey so have expertise in Guernsey and Cayman trusts, foundations and companies, however I administer and act as Trustee and Director of trusts and companies from multi-jurisdictions so I have expertise in several other jurisdictions, predominantly in relation to Cayman Law Trusts and Cayman Companies as well as companies in Bermuda, BVI, Bahamas amongst others.
I also predominantly work with Middle Eastern Families in relation to client jurisdictions and also with some Russian Families.

TOP AREAS OF EXPERTISE

Working with Family Offices/being trusted adviser
Middle East structures/ Shari’a Law understanding
Non-standard assets and investments

RECOMMENDED SPECIALISMS

Exotic Assets
Multi-National Families

Q&A

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

Acting as Trustee in securing a Blessing from the Grand Court of the Cayman Islands for a Momentous Decision for the distribution of high value and complex trust assets under Shari'a Law to the Settlor's named heirs who formed part of a wider beneficial class of beneficiaries - AA v. BB & Colin Shaw (as amicus curiae). Chief Justice Smellie noted that 'The Trustee has arrived not simply at a rational decision, but one which follows very careful, deliberation and inquiry....an approach which may be described as a "textbook" approach to the issues.'

How did you get into private client?

I have worked in the fiduciary industry in Guernsey since 1986 and been fortunate to work on very large family structures throughout my career

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

Work hard. Love what you do with passion and enthusiasm to progress. Take advantage of all development opportunities. I have worked with great people and my advice would be to surround yourself with excellence. Asking for help and learning from mistakes is a strength not a weakness.

What is your favourite quote?

“Treat others how you want to be treated.”

Do you have any outside interests or hobbies?

Horse-riding, sunny holidays, reading and spending time with my family.

When the restaurants reopen, where would you like to go?

Hook in Guernsey, a fabulous sushi restaurant


Kathryn Tully

+44 (0)1534 825200

Kathryn Tully

Partner  |  Rawlinson & Hunter
JURISDICTIONS QUALIFIED IN

Jersey

RECOMMENDED SPECIALISMS

Exotic Assets
Tax Advisory


Justin Thomas

+44 (0) 1534 828 485

Justin Thomas

Managing Director  |  Affinity Private Wealth
JURISDICTIONS QUALIFIED IN

Jersey

RECOMMENDED SPECIALISMS

Exotic Assets
Simple Structure


Anthony Pitcher

+44 (0)1534 846693

Anthony Pitcher

Group Head of Family Office  |  LGL Group
JURISDICTIONS QUALIFIED IN

England and Wales

TOP AREAS OF EXPERTISE

Family Office
Fiduciary decision making
Trust Administration

RECOMMENDED SPECIALISMS

Simple Structure
Multi-National Families
Exotic Assets

Q&A

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

Delivering Ultra high value add services to my Family Office clients.

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

Never be afraid to say that you don’t understand something.

What sets you apart from your peers?

Understanding what is important in transactions, communicating that effectively and delivering results

What is your favourite quote?

"The supreme quality of leadership is integrity." Dwight D. Eisenhower


Stella Mitchell-Voisin

+41 (0) 22 707 8399

Stella Mitchell-Voisin

Manging Director  |  Summit Trust
JURISDICTIONS QUALIFIED IN

Switzerland

TOP AREAS OF EXPERTISE

Trust creation, management and administration
Adding value as board director on operating companies
Management of exotic assets

RECOMMENDED SPECIALISMS

Exotic Assets
Multi-National Families
Simple Structure

Q&A

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

Pivotal role in unlocking a litigious situation and bringing it to a successful conclusion prior to reaching court, saving significant cost in the process.

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

You need to get to grips with the basics properly and then build on those foundations to create enduring client relationships with people who will value your expertise and advice. Spend time getting it right!

What sets you apart from your peers?

A can do attitude that seeks to find commercial solutions to unusual challenges. Stella is an excellent communicator and has strong and enduring relationships with beneficiaries, helping them to navigate issues and understand the choices that they have. Does not shy away from difficult situations or conversations, and tries to keep things simple and understandable.

What is your favourite quote?

“There are no secrets to success. It is the result of preparation, hard work & learning from failure.” Colin Powell.


Cory McCulloch

Cory McCulloch

Partner  |  Sterling Trust
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Exotic Assets
Multi-National Families
Simple Structure


Daniel Martineau

+41 (0) 22 707 8399

Daniel Martineau

Executive Chairman  |  Summit Trust
JURISDICTIONS QUALIFIED IN

Switzerland

TOP AREAS OF EXPERTISE

“Complex” trust situations that may involve actual or potential litigation
Trusts owning active businesses
Delivering under pressure

RECOMMENDED SPECIALISMS

Exotic Assets
Multi-National Families

Q&A

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

Helping build a very significant Impressionist/Post-Impressionist art collection for a family trust.

What sets you apart from your peers?

Problem solving and delivering difficult news

What is your favourite quote?

Ultra-High-Net Worth Individuals have Ultra High Expectations - Prepare to work hard if you expect to succeed


Richard Lewis

Richard Lewis

Director  |  FFP (Cayman) Limited
JURISDICTIONS QUALIFIED IN

Cayman Islands

RECOMMENDED SPECIALISMS

Exotic Assets