Ethos
Detail-oriented and calm under pressure, I foster strong client relationships, offering innovative solutions when challenges arise.
A firm believer in transparency, I prioritise effective communication and collaboration with clients and other industry professionals. This allows me to navigate complex challenges and projects to reach successful outcomes.
Role
With over a decade of experience in audit, accounting, and trust advisory roles, I manage complex private client structures across multiple jurisdictions including the Cayman Islands, USA and the Middle East.
I work with clients to establish and administer wealth structures across a wide-ranging asset base, designed for wealth preservation, privacy, planning and succession purposes.
I also play a key role in the establishment and growth of the cryptocurrency trust and corporate services team in the Saffery Trust Cayman Islands office, developing policies, procedures, and risk management frameworks tailored to digital asset management.
Key experience
- Managing complex, multi-jurisdictional structures
- Trust and Corporate structuring in conjunction with specialist advisors
Professional memberships
- Fellow of the Association of Certified Chartered Accountants
- Affiliate member of the Society of Trust and Estate Practitioners (STEP)
- STEP Cayman NextGen Committee Member