About

Thank you for visiting my website. I’m guessing you may be trying to work through some big decisions at the moment. Having significant wealth creates a lot of options and trying to work out the best route forward for yourself, your family and others who could benefit can result in going nowhere fast.

I believe that when you have a clear understanding of your values and the purpose of your wealth, you can build on much stronger foundations. Then, by aligning your planning and activities with this, you can create sustainable, long-term solutions.

I have worked with enterprising families for over 20 years, gaining a unique perspective from the combination of roles I have held. This has included establishing family office and governance advisory practices in two large professional services firms (BDO and KPMG), heading a private office and sitting on the board of three international trust companies (Salamanca Group) and coordinating wealth structuring with investment management (Barclays Wealth). This all built on my training as a private client lawyer at Allen & Overy. 

Examples of some of my recent work includes advising on the governance and succession arrangements for a founder-led family office, supporting an entrepreneur as they develop their plans for a significant charitable legacy, facilitating the regular meetings of a family shareholder committee, running workshops for the rising generation of a family business, refreshing the strategy for a significant multi-generational international family office and advising on the establishment of a new founder’s office.

Don’t just take my word for it. I have been recognised as a thought-leader in the family office and private wealth industry by my peers and competitors. I have been named as one of EPrivate Client’s 50 Most Influential, one of Family Capital’s Top 100 Family Influencers, in the Top Flight of the Spears 500 for Family Office Services and in the Private Client Global Elite.

I love sharing what I do and have written, spoken and been interviewed on topics ranging from family office design and family governance to next generation planning.

I have an MA in Jurisprudence from Oxford University, is a Trust & Estates Practitioner (STEP) and a Family Business Adviser (STEP). I’m also a mum of two, part of two large extended family myself and, when time allows, a triathlete.