Here, we highlight 21 leading individuals in the trust and advisory space who have been recognised for their work on wealth structuring as well as tax and estate planning for individuals, families and companies.
Most Highly Regarded
Summit Trust International excels in our research with three practitioners listed.
Daniel Martineau enjoys a stellar reputation as “one of the most prominent figures in the industry” who private clients rely on for wealth management matters.
Stella Mitchell-Voisin is renowned for the depth of her experience representing and managing family offices and trust companies.
Clare Usher-Wilson is commended for her profound knowledge of asset and private equity management, and her 20-plus years of experience in the field.
Market-leading practitioner Xavier Isaac of Accuro Trust is distinguished for his unrivalled understanding of the Swiss regulatory framework, which enables his top-notch advice on wealth structuring and management.
Natacha Onawelho-Loren gains plaudits for her first-rate work on complex fiduciary and trust issues for wealthy families.
The “outstanding” Andrew McCallum at Rhone Trustees is a foremost authority on all kinds of trust matters, including auditing and accounting.
Alexandre Semboglou achieves recognition from peers for his strong and varied practice and stellar advice to high-net-worth clients.
Jim Parker at Butterfield Trust is a “seasoned veteran in the market”, credited for his thorough knowledge of trust-related matters.
Phil Lenz is a top-notch expert with extensive experience of advising private clients on wealth structuring and management.
At Credit Suisse, Carolyn Steppler is acclaimed as “utterly excellent” and “one of the very best in the country” for complex tax matters.
Kim Grover of Clermont Consultants is revered as “extremely reliable” in cross-border estate planning and family wealth management.
Elliot Goodman is singled out for his deep knowledge of estate and tax planning, as well as asset management.
The “excellent” Paul Tucknott at Saffery Champness is a go-to practitioner for international succession planning matters, having acquired more than 20 years’ worth of knowledge in this area.
Alvarium Investments is home to Ross Belhomme, who is highlighted for his “pragmatic approach” to international tax and regulatory issues.