Ethos
With over 15 years’ industry experience, I place a high value on building and maintaining personal relationships and keep people at the heart of all I do.
My aptitude for navigating complex matters and sensitive family dynamics, while balancing the big picture with the finer details, allows me to deliver solutions that are both strategic and deeply personal.
I find this work especially rewarding as it enables me to help families preserve and grow their legacies with confidence and clarity.
Role
As a Director specialising in family offices, I oversee and manage the Cayman team, sharing people management responsibilities to support our team members’ personal growth and professional development.
I also play an active role in business development, helping to strengthen Saffery Trust’s growing presence in the region by building new relationships, fostering strategic partnerships, and identifying opportunities to enhance our service offering.
I work closely with ultra-high-net-worth families and their trusted advisors to ensure that wealth structures are thoughtfully established, expertly administered, and aligned with their long-term objectives.
My role often involves coordinating complex, multi-jurisdictional arrangements, anticipating challenges before they arise, and ensuring that every decision reflects both the strategic vision and the personal values of the family.
Key experience
- Ultra-high-net-worth family offices
- Family dynamics and contentious matters
- Complex multi-jurisdictional wealth structuring
- Non-standard assets including operational businesses
Professional qualifications and memberships
- Member of the Cayman Society of Trust and Estate Practitioners (STEP)
- Member of the International Ladies in Trust Association (ILTA)
- Notary Public for the Cayman Islands