AT HIGHVERN WE ARE EXPERTS IN PROVIDING PROFESSIONAL SERVICES TO INTERNATIONAL FAMILIES, ENTREPRENEURS, SPORTS & MEDIA PERSONALITIES AND CORPORATES.
Holding, consolidating and preserving a wide range of asset classes.
Bespoke trustee arrangements allowing families and professionals to work in partnership.
Acquisition &/or development of commercial and residential real estate.
For succession planning and asset preservation as well as transactional purposes.
Employee share schemes, M&A, JV and pre IPO planning.
Facilitating support for favoured causes now and over the long term.
Ensuring good governance and guardianship over the assets held.
Providing timely and accurate records for reporting purposes.
Ensuring classification and adherence to FATCA & CRS.
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 PRIVATE CLIENT BUSINESS IN 3 WORDS:
Establishing and administering structures that deliver your long term goals be they preservation, protection, transfer or succession.
Ensuring the integrity of your structures is maintained through effective monitoring and supervision, balancing legal and regulatory compliance with the achievement of your goals.
Providing guidance on how your structure is best designed and operated to ensure your goals are achieved and never compromised.
Miles is Head of Private Client & Corporate 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).
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 and corporates across the Globe. Lucia has experience in implementing practical structures and working directly with family offices and family businesses to ensure successful administration. Such types of structure run from Private Trust Companies and Foundations to Managed Trust Companies and Employee Share Schemes. 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).
Philip is a Private Client Director at Highvern. Philip has over 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 resident in Monaco and the UK . Philip’s expertise covers the UK taxation of offshore structures, particularly where the structures hold UK residential or commercial real estate. Philip holds a Warwick Business School postgraduate award at masters level in leading operations and process management and is a fully qualified member of the Society of Trust and Estate Practitioners (TEP).
Sarah is a Client Operations Director at Highvern with over 30 years experience in the financial services industry. Sarah has significant experience in client administration and team management, previously managing a portfolio of structures for ultra high net worth clients based predominately in Asia before moving to her current role 18 months ago. Currently Sarah, in conjunction with the Trust Directors, is responsible for the development and maintenance of excellent client relationships on the administration teams and overseeing the client accountant and company secretarial functions. Sarah holds a diploma in Offshore Finance and Administration with the Institute of Chartered Secretaries Administrators (ICSA).
Jane Freer is an Associate Director at Highvern with over 20 years’ experience in the Trust and Fiduciary industry. Jane works predominately with UK and Western Europe high and ultra high net worth clients mainly administering companies and discretionary trusts. Jane has a Diploma in Trust and Estate Practice (DTEP) awarded by the Chartered Institute of Bankers.
Richard is a Family Office Manager at Highvern. He began his career within the fiduciary services sector some 20 years ago and also has extensive experience of the real estate sector, having worked for a leading global real estate provider. Richard applies his real estate and investment specialisms for the advantage of the high net worth and ultra-high net worth families he works with, whilst building on a strong reputation for developing client relationships and forward thinking. As well as his work with private clients, Richard has had considerable exposure to working with entrepreneurial businesses and has undertaken a wide variety of transactional arrangements including the implementation and administration of employee share schemes to aid their development and growth. Richard is member of the Society of Trust and Estate Practitioners (STEP).