US Private Wealth Virtual Roadshow

Monday 19 - Wednesday 21 April 2021

US Private Wealth Virtual Roadshow 2021

Delegates

Natasha Kapp

Partner - Carey Olsen

Natasha is a partner in Carey Olsen's trusts and private wealth group in Guernsey. She moved to Guernsey from Cape Town, South Africa, where she was a partner at Jan S De Villiers (now incorporated with Werksmans), in 2009. Natasha deals with all aspects of contentious and non-contentious trust matters. She advises professional trustees, family offices and ultra-high net worth families and individuals on the establishment, administration and restructuring of complex trusts and foundations and underlying structures, family offices and philanthropy.

Christopher Horton

Partner - Deloitte

Chris is a Partner in the US/UK High Net Worth team for Deloitte in London. He provides UK and US personal tax services to a broad range of clients including high net worth individuals, C-suite and senior level executives, and a range of clients in sports and entertainment, with expert advice on the UK and US tax systems and how they interrelate for private individuals.

Patrick Millar

Investment Director - Millar International

Via a range of senior management roles, Patrick has more than 30 years’ experience in the international wealth management sector.  This includes expertise in range of areas including wealth management, structures and solutions for family offices and trusts, banking and fund structuring.

Joe Truelove

Director - Trident Trust

A qualified chartered accountant and trust and estate practitioner, Joe has extensive experience in the investment fund and fiduciary sectors.

He sits on the boards of a number of complex client structures, including regulated investment funds and private equity fund management companies. In addition to his role as a client director, Joe also leads Trident Trust’s Guernsey office's business development activities.