Trust & Fiduciary Services
Trusts and company structuring can provide benefits that span from succession planning and consolidation of assets to managing liquidity events and giving something back.
One of our core services is the establishment and administration of wealth preservation and asset holding vehicles. We work with you to establish robust managed companies, trusts, private trust companies (PTCs), family limited partnerships (FLPs), unit trusts and foundations.
As well as establishing these structures we are able to carry out a full suite of fiduciary services on an on-going basis, including acting as trustees, directors and non-executive directors in addition to providing protectors, council members, guardians and enforcers.
We routinely provide additional value-add services to structures such as asset monitoring, consolidated accounting, transaction reporting, tax classification and reporting for CRS and FATCA. We also partner with professional advisers to source relevant legal, tax, accounting and investment advice.
Contact our experts today to discuss your wealth structuring and planning needs
Group Director & Head of Family Office
Naomi is a Group Director and Head of Family Office Services at Highvern. A lawyer by training, Naomi was called to the English Bar in 1999 and re-qualified as a Jersey Advocate in 2003.
During her time as a Partner at offshore law firm, Appleby, Naomi provided wealth-structuring advice to high and ultra high net worth individuals, international private banks and trust companies. At Highvern, Naomi leads the business’ Family Office proposition as well as having oversight of all matters relating to fiduciary risk, standards and competency within the business. Naomi works closely with clients and their independent legal, tax and investment advisers to ensure the establishment and implementation of robust and sustainable wealth planning structures. Naomi has considerable experience of providing trustee services in connection with complex trust structures and sitting as a director on the boards of private trust companies. Naomi is a member of the board of directors of Highvern Trustees Limited, Chair to the Society of Trust and Estate Practitioners (STEP) in Jersey and sits on the Jersey Finance Trusts Law Working Party.
Miles Le Cornu
Head of Private Client Services
Miles is Head of Private Client Services at Highvern and has over 30 years experience in the Trust industry, the majority of these in positions of senior management.
Miles is responsible for all aspects of private client administration, relationship management and development.
Prior to joining Highvern, Miles spent 18 years at BNP Paribas as head of all Wealth Management activities in Jersey. Whilst his career has provided him with the opportunity to work with wealthy families from all parts of the globe he has significant experience of working with families in the Middle East and Asia, regions he has travelled to extensively.
Miles is a member of the board of directors of Highvern Trustees Limited, an Associate member of the Chartered Institute of Financial Services and a fully qualified member of the Society of Trust and Estate Practitioners (TEP).
Private Client Director
Philip is a Private Client Director at Highvern. Philip has 3 decades of experience as a Trustee in both Jersey and the UK, working exclusively in the Trust industry.
Philip works as an advisor to high and ultra high net worth clients, predominantly in the Middle East but also Russia and Central Europe. Philip’s expertise covers the UK taxation of offshore structures, particularly where the structures hold UK residential or commercial real estate.
Philip has a postgraduate award in leading operations and process management in the service sector from Warwick Business School, and is a fully qualified member of the Society of Trust and Estate Practitioners (TEP).
Private Client Director
Simon is a Private Client Director at Highvern. Simon has over 25 years experience in the Trust and Fiduciary industry having worked at independent and bank owned trust companies.
Previously head of a single family office, Simon has experience in overseeing a variety of structures and asset classes. At Highvern, Simon is responsible for a portfolio of high and ultra high net worth clients specialising in establishing and administering complicated structures for clients based primarily in the UK and Western Europe.
Simon is a fully qualified member of the Society of Trust and Estate Practitioners (TEP), and holds the certificate in Company Direction from the Institute of Directors (IoD).