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.

My Values

  • Compassion

    A deep empathy for others coupled with a desire to alleviate suffering. It encompasses caring for those in need, thinking about the long-term well-being of others, and being grateful for one's blessings. Compassion drives my commitment to making a positive impact and leaving the world a better place through thoughtful and caring actions.

  • Connection

    At the heart of a fulfilling life, connection goes beyond just being together; it is about the deep and meaningful bonds we form. It involves a sense of belonging, understanding and empathy. Fostered by open and honest communication, it is through connection that we find joy, strength, and purpose.

  • Justice

    This value encompasses a commitment to fairness and consideration of the greater good. It involves making decisions that are just and equitable, ensuring that everyone is treated with respect and that actions are guided by a sense of what is right. It also includes maintaining control and balance in situations, ensuring that outcomes are fair and impartial.

  • Growth

    To me, this is all about curiosity, leaning into a challenge and a love of learning. Growth means learning from our mistakes, embracing new ideas and experiences with enthusiasm, and actively seeking opportunities to expand skills and understanding. It also involves sharing insights and lessons with others and supporting the development and success of those around me.

  • Excellence

    Excellence embodies the pursuit of quality and the continuous effort to achieve and maintain the highest standards in all endeavors. It reflects a strong commitment to one's goals, dedication to improvement, and a strong work ethic. This value drives me to consistently perform at my best, seek out challenges, take responsibility and strive for outstanding results.

  • Harmony

    The value of balance and congruity in life. It requires awareness of what truly matters, living authentically and in alignment with one’s values and beliefs