WE HAVE EXTENSIVE EXPERIENCE IN SUPPORTING INTERNATIONAL FAMILIES WITH THEIR BUSINESS INTERESTS, NEXT GENERATION AND PHILANTHROPIC PLANNING.
Helping to secure your legacy for future generations.
Bringing together all investments for ease of monitoring and transfer.
Ensuring the family business passes to the right people at the right time.
Bringing discipline and balance to different perspectives and ambitions.
Protecting the effectiveness of structures in place through effective governance and supervision.
Ensuring your legacy supports the causes of your choice for the long term.
Providing offshore structuring and regulatory services to international family offices.
Providing timely and accurate records for reporting and oversight purposes.
Ensuring classification and adherence to FATCA, CRS and other reporting requirements.
WE ARE A BOUTIQUE, TRULY INDEPENDENT BUSINESS WITH A 50 YEAR HERITAGE OF DELIVERING HIGH QUALITY SERVICE.
Getting to know our clients, their families and their goals underpins great trusteeship.
Being owner managed makes client centricity and fast decisions a hallmark of our service.
Safeguarding our client's and our own name is paramount in our thinking.
We source and work with some of the world’s foremost legal, tax, investment and other specialist advisers.
WE DEFINE OUR FAMILY OFFICE BUSINESS IN 3 WORDS:
Putting in place a tailored structure for your family, and business interests, designed specifically to meet their needs over many generations.
Ensuring that your wealth structures evolve with your family and provide robust protection at all times.
Working in partnership with you and your advisors or family office to enhance the value of your wealth and your legacy.
Naomi is Head of Family Office at Highvern. She was called to the English Bar in 1999 and re-qualified as a Jersey Advocate in 2003. As a former Partner at 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 works closely with clients and their advisers to establish and implement robust and sustainable wealth planning structures. Naomi is a member of the board 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.
Martin is Managing Director at Highvern. He has been involved at senior levels in the wealth management industry for over 20 years, having been responsible for investment management, private banking and trust businesses throughout that period. As well as in London, Martin has worked for extended periods in Italy (he is Italian speaking), Switzerland and the Isle of Man. His previous experience included roles in international corporate & retail banking as well as in consumer & asset finance. Martin holds a first class honours degree from the University of Warwick and is a Fellow of the Institute of Directors (FIOD).
Lucia is a Director at Highvern with over 20 years’ experience in the Trust industry. Lucia works with complex structures for High and Ultra High Net worth families across the Globe. Lucia has experience in implementing practical structures and working directly with family offices to ensure successful administration. Such types of structure run from Private Trust Companies, Foundations, Managed Trust companies through to more commercial vehicles for specific asset classes such as large commercial property builds. Whilst Lucia has experience working with North American and UK resident non-domiciled clients there has been a predominate focus on the Middle East Market for the last 10 years. As such Lucia regularly travels across the GCC to meet with the families that she works with. Lucia is a fully qualified member of the Society of Trust and Estate Practitioners (TEP) and provides tuition for students studying for qualifications in both the Society of Trust and Estate Practitioners and the Institute of Chartered Secretaries.
Miles is Head of Private Client Services at Highvern and has over 30 years’ experience in the Trust industry. He 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 and has worked extensively with global families, largely in the Middle East and Asia. Miles is a member of the board 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).
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 Master’s degree from Warwick Business School, and is a fully qualified member of the Society of Trust and Estate Practitioners (TEP).
Ross is an Associate Director at Highvern. With over 16 years experience in Trust, Ross has extensive knowledge in delivering professional governance and administration services to a predominantly Middle Eastern and Central European high and ultra high net worth client base. Ross manages a varied portfolio of trust structures. Ross is a fully qualified Chartered Secretary with the Institute of Chartered Secretaries and Administrators, and is currently studying towards the Investment Management Certificate (IMC).