Private Wealth Management Family Office

VP
London

Our clients efforts are focused on promoting and maintaining a diverse environment and workforce. They have partnered with E2W to help drive these commitments forward.

• Extensive experience (preferably 5 years +) working with high net worth clients in structuring multi-generational wealth and estate planning solutions across multiple European jurisdictions
• Technical expertise in trust and estate legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities across multiple European jurisdictions (focus on U.K.)
• Experience in UK tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities
• Track record of successfully managing client relationships with individuals and families
• Experience interfacing with trustees, attorneys, accountants, and other advisors and professional organizations in respect to private clients' wealth planning needs

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