Women and Governance in Family Office

Wednesday 28 April 2021

Women and Governance in Family Office

Rosie Allsopp

Communications Manager

Rosie is a writer, broadcaster and editor with more than 20 years’ industry experience. She trained at the Press Association-affiliated Editorial Centre in Hastings. Her background is primarily in print journalism, writing and editing for newspapers and magazines, specialising in business, politics and technology. She also has broadcast experience in radio.

Panellists

Rhona Humphreys

Compliance & Operations Director

Rhona is the current Chair of the Guernsey Association of Trustees. She joined Imperium Trust in 2012 in the combined role of Client Services Director and Chief Operating Officer, more recently moving to Operations Director and Compliance Director, bringing 25 years’ experience in Guernsey’s fiduciary sector.

Previously, Rhona was Director of locally-based Ardel Trust Company, where she was responsible for the organisation’s trust and company management and administration team. She also has experience running managed trust services for third parties who want the benefits of being in Guernsey whilst not wishing to establish their own trust companies. Additionally, she played a large part in developing policies and procedures, enabling efficient and effective client service, whilst maintaining an appropriate level of control over a client’s affairs.

Gilly Kennedy-Smith

Mourant LP Partner

Gilly is a Partner at Mourant, working in the International Trust & Private Client practice in the Guernsey Office. She works with a variety of high-net-worth private clients, families and fiduciaries on all areas of private client and wealth preservation work.

She is a solicitor qualified in England & Wales and has spent the majority of her time practising in Guernsey, with six years of post-qualification experience in the UK where she advised clients on their UK tax affairs, including how their movements, domicile and residence impacted upon their tax position, planning and structuring.

Gilly regularly works with family offices advising on their unique succession, privacy and governance issues as well as trust companies, banks, accountants, foreign lawyers and advisors. She provides advice on the creation and administration of offshore fiduciary structures to assist clients in the management and protection of their wealth through the generations and across borders.

Jennifer Smithson

Partner

Jennifer is a Private Client Partner at Macfarlanes, advising on all areas of personal tax and succession planning, with a particular emphasis on cross border tax advice, especially with a US or French aspect, as well as the establishment and management of international asset-holding structures. She has experience in planning for entrepreneurs, fund managers and senior executives, and regularly advises clients in relation to complex HMRC enquiries.

A six-month secondment with a large international private bank in 2013 saw her work alongside US and international wealth advisors on cross-border planning issues, gaining an understanding of US tax, trust and estate planning that assists her in advising US clients resident in the UK.

Jennifer advises individuals, trustees and investment managers in relation to the tax treatment of complex structures and investment products. She has extensive experience on advising in relation to family office structuring for both UK resident and non-UK resident families. She is a regular speaker at wealth planning seminars and events and has contributed to a number of articles relating to the FATCA and Common Reporting Standard automatic information exchange regimes.