Aaron H. Kaplan

Aaron H. Kaplan

Partner  |  Taft Law
JURISDICTIONS QUALIFIED IN

Ohio
Michigan

RECOMMENDED SPECIALISMS

Exotic Assets
Multi-National Families


Caroline Ip

Caroline Ip

Senior Manager  |  Link Asset Services
JURISDICTIONS QUALIFIED IN

Jersey

RECOMMENDED SPECIALISMS

Multi-National Families
Exotic Assets


Paul Hodgson

+441481739145

Paul Hodgson

Deputy Group Head of Trust, Guernsey   |  Butterfield Trust
JURISDICTION

United Kingdom
Guernsey

RECOMMENDED SPECIALISMS

Multi-National Families
Simple Structures
Exotic Assets

TOP 3 AREAS OF EXPERTISE

Fiduciary services, wealth structuring, private wealth management.

Enhanced Q&A

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

Bringing the Villa d’Este to the homes of the private client community during the pandemic, in hosting our Butterfield X David Sanger webinar series. The political topics David touched upon were very timely and spoke to a diverse audience.

How did you get into private client?

Strangely enough, through insolvency. I previously had a career as an insolvency practitioner with KPMG. When I arrived in Guernsey, I needed a change and I’ve been with Butterfield ever since.

Do you have any outside interests or hobbies?

Open-water long distance swimming.

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

I would like to repeat the lunch Butterfield had at Smiths of Smithfield with Mr. Zirinis and Ms. Maurice in 2018. It seems like a lifetime ago now…


James Haithwaite

James Haithwaite

Client Services Director  |  IQ-EQ
JURISDICTIONS QUALIFIED IN

Jersey

RECOMMENDED SPECIALISMS

Exotic Assets


Kim Grover

+41 22 718 7810

Kim Grover

Director  |  Clermont Trust
JURISDICTIONS QUALIFIED IN

Switzerland

TOP AREAS OF EXPERTISE

Cross border structuring for high net and ultra high net families, with particular experience where there is a family member and/or assets in the UK and/or US. Managing a family office, coordinating with the various advisors to provide a seamless service with extensive experience investing in private equity investments for trust structures. Managing multi generational structuring, for example, transitioning asset ownership upon the death of a foreign grantor from a US perspective.

RECOMMENDED SPECIALISMS

Exotic Assets
Simple Structure

Q&A

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

Providing continued stability to families during the Covid-19 pandemic. Our business efficiently transitioned to staff working from home in all offices with no impact on service levels. Whilst it was not possible to meet clients directly during this time we were still able to onboard new relationships due to our strong business network and our solid internal systems. We have also succeeded in meeting extremely tight transactional deadlines due to our multi- jurisdictional presence allowing us to progress transactions through different time zones.

How did you get into private client?

I am STEP qualified with over 20 years experience in the trust industry working in multiple jurisdictions.

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

Be interested. Give your best every day and embrace the facts.

What is your favourite quote?

“None of us is as smart as all of us”. At Clermont we have a very strong team and culture- highly qualified staff working towards a common goal, simply to deliver the best service possible to the families that we serve.

Do you have any outside interests or hobbies?

I love to be in nature and therefore sailing, hiking and skiing are my favourite sports of mine. I am an extremely keen traveller when Covid permits! I am also fortunate enough to be godmother to two beautiful young girls and I spend as much time with them as I can.

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

My partner is an excellent Italian cook and so my preferred dining experience is when he makes his homemade tuna tartare, with a good bottle of wine and good company.


Nick Ford

+44 (0)1481 742010

Nick Ford

Director, Trust & Corporate Services  |  Moore Stephens
JURISDICTIONS QUALIFIED IN

Guernsey

TOP 3 AREAS OF EXPERTISE

Establishment and administration of Trusts
Foundations and Corporate vehicles, including complex and multi-jurisdictional structures
Family office services

RECOMMENDED SPECIALISMS

Exotic Assets
Multi-National Families

Q&A

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

Exploring new business opportunities and building new client and professional relationships (having joined Moore Stephens in 2018).

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

Nothing is out of reach if you dedicate enough time to what you want to achieve. Set small targets but with a larger / ultimate goal in mind, in order to help maintain focus along the way.

What sets you apart from your peers?

Being approachable and taking the time to listen.

What is your favourite quote?

There is nothing permanent except change.


Carl Bolduc

Carl Bolduc

Partner  |  CW Partners
JURISDICTIONS QUALIFIED IN

Switzerland
UAE
Luxembourg
France
England

RECOMMENDED SPECIALISMS

Exotic Assets
Multi-National Families


Nick Cawley

+44 (0)1534 507208

Nick Cawley

Regional Head of UK/Ireland and Global Private Clients Service Line Leader  |  Ocorian
JURISDICTIONS QUALIFIED IN

Jersey
England and Wales

TOP AREAS OF EXPERTISE

Family Governance
Succession Planning
Managing Contentious Disputes

RECOMMENDED SPECIALISMS

Exotic Assets

Q&A

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

Merging with Estera and now being able to offer PC Services from Bermuda, Cayman, Jersey, Guernsey, Isle of Man, UK, Luxembourg, Dubai, Mauritius, Singapore and Hong Kong

How did you get into private client?

As an escape route from auditing!

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

Work hard and always consider how your client will interpret/react to your advice or guidance. Try to think as if in their shoes.

What is your favourite quote?

“What gets measured gets done!”

Do you have any outside interests or hobbies?

Scuba Diving, Rugby, Skiing And Hockey

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

San Carlo Cicchetti, Covent Garden, London


Edward Buckland

+44 (0)1534 846656

Edward Buckland

Senior Client Partner  |  LGL Group
JURISDICTIONS QUALIFIED IN

England and Wales

TOP AREAS OF EXPERTISE

Private Trust Companies, Protectorships, Operating assets

RECOMMENDED SPECIALISMS

Exotic Assets

Q&A

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

Being able to develop significant relationships with new clients in spite of COVID restrictions.

How did you get into private client?

I qualified as a Solicitor 30 years ago and have always specialised in this area.

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

Private client work is all about the relationship, invest in that and you will succeed.

What is your favourite quote?

“A journey of a thousand miles begins with a single step.”

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

Messe 360


Alan Binnington

Alan Binnington

Director, Fiduciary Management  |  RBC
JURISDICTIONS QUALIFIED IN

England and Wales
Jersey

RECOMMENDED SPECIALISMS

Exotic Assets