Heidi is a highly experienced trustee having 20 years experience of working in the trust industry. Heidi is STEP qualified and holds a First Class Honours Degree in Management with Trust and Estate. Within her previous role at a major international bank, Heidi worked with UHNW families and individuals to find the right solutions for their needs with a particular interest in working on family governance to look after future generations whilst also considering families philanthropic interests.
Heidi has worked with clients based in the Middle East, U.K. Res Non-Doms and in more recent years high profile families based in the Far East who have chosen Jersey as a jurisdiction due to its excellent wealth management services, trust laws and the professionalism of those who work in the industry which is something Heidi cares passionately about.
Heidi was promoted to Executive Director - Private Wealth in March 2019 and is a member of the Fiduchi Board of Directors.
When the opportunity arises Heidi enjoys time with her family trying things that scare her, or on a more sedate weekend watching films, walking and reading.
Many people still seem to associate the use of offshore trusts solely with tax planning. However, the reality is that offshore trusts now offer much more than that.
For entrepreneurs of the 60’s & 70’s, it's time to stop and think about how they wish their legacy business to continue in the future in terms of continuation, capabilities and desire of the next generation to take over the family business.
For most entrepreneurs, it has become vitally important that the successive generations do not dissipate the wealth accumulated over a number of years.
What is a Private Trust Company? Why would you use one, and what are the other considerations around a PTC? These are some of the questions answered in this helpful article.
Clients are often advised to set up trusts as part of their wealth planning arrangements but for some, an offshore trust may hold a certain mystique. The purpose of this article is to explain some of the basics in establishing a trust together with the potential benefits that may be available.