New York Private Wealth Roadshow

New York
11-15 March 2024
0
days
0
hours
0
minutes
0
seconds

Forge new connections in the private wealth industry by connecting with us at our US private wealth roadshow in New York. 

Our expert delegation, comprising James Crawford, Guernsey Finance International Business Development Director, Jonny Gamble, Guernsey Finance US Representative, and Steven Ward, Managing Director at Aquitaine, will hold a series of meetings with private wealth lawyers and intermediaries in this key market. 

The delegation will be on hand to discuss how Guernsey’s extensive trust and company industry offers solutions for all types of clients, with industry leading and innovative products such as purpose trusts, the third route to the private investment fund, and Guernsey foundations. 

Guernsey’s breadth and depth of products and services offer the new generation of HNW’s many options for high level financial planning and asset management. The island also boasts a long history of financing philanthropy and the transition to net zero, allowing clients to fully explore how their wealth can be used for a positive impact in the world. 

The delegation will also be attending the STEP New York conference on 14 - 15 March. 

To find out more about what Guernsey has to offer, please book a meeting with Jonny Gamble. 

Roadshow Supporters

Speaker

Steven Ward

Managing Director Summit Trust Guernsey Limited

Steve has worked in the Guernsey finance industry since 1991 and trained with a big four accountancy firm. Steve’s specialty is providing tailored solutions for high-net-worth individuals with a particular focus on structures for international families. He sits on the boards of client companies, family offices as well acting as a protector for family trusts.

Steve was listed in the excellence category of the Private Client Global Elite Directory for 2024.

Speaker

Rupert Morris

Partner Walkers

Rupert heads Walkers’ Channel Islands Private Capital & Trusts group and has more than 15 years’ experience as a private wealth specialist focusing on private client advisory and structuring work. Since qualifying as a Guernsey Advocate, Rupert also has experience as a contentious practitioner, appearing before the Guernsey courts at all levels. He is recognised as one of the leading lawyers in his field in Guernsey. 

Rupert’s clients include leading trust companies, financial institutions, government departments and ultra-high net worth individuals. He helps them with all aspects of local and cross-border advisory and structuring work, impact investment, charitable structures, and regulatory matters including tax investigations and dawn raids. Before joining Walkers in 2017, Rupert was a Guernsey Advocate in the Fiduciary and Litigation departments of two leading offshore firms.