United States
I'm a Partner at Corient in the US and serve as a Key Adviser to a number of high net worth international families helping them to protect and manage their inter-generational wealth. My involvement spans the whole spectrum of the families' affairs. Corient is a premier global wealth management and family office firm serving high-net-worth and ultra-high-net-worth clients. Building on the combined heritage and expertise of Corient, Stonehage Fleming and Stanhope Capital, the firm is widely recognized as one of the preeminent independent, non-bank wealth management organizations in the world. Corient delivers integrated investment management, wealth planning, family office, fiduciary, estate, tax and philanthropic advisory services designed to help families preserve and enhance their wealth and legacy for generations.
In my role at Corient I serve as a trusted advisor to ultra-high-net-worth families, focusing on their unique financial needs and aspirations. I leverage my expertise to navigate the complexities of wealth management for international, multi-generational families with ties to the US and Americas. My commitment to understanding each family's values allows me to provide personalized strategies that support their long-term financial goals.
Head of Office for Stonehage Fleming in the US Responsibility for the roll out of the Stonehage Fleming Family Office platform across the Americas Key Advisor to UHNW Families Member of the Group Family Office Executive Committee Member of SF Group Operating Committee
Head of Family Office in the US and Key Advisor to UHNW Families. Member of Group Family Office Executive Committee.
Head of Stonehage Fleming’s Family Office Division in Neuchatel and advisor to a number of international families. Member of the Board of Directors of Stonehage Fleming's Swiss Trust Company Member of the Board of Directors of Stonehage Fleming (Luxembourg) Member of Group Family Office Executive Committee
Leverage and acquisition debt structuring for medium to large business sector
Head of Audit division Involved with firm restructure and IT infrastructure redesign Worked closely with HNW families as multi-family Family Office