Charlotte works closely with international clients to structure their wealth for asset protection and succession planning purposes, she has experience working with UHNW and HNW clients particularly in the Middle East, US and the UK.
In her 25+ years she has developed a “practical, solution driven” mindset focusing on service and implementation excellence, she specialises in the creation and ongoing implementation of dynastic wealth strategies using Trust, Corporate and Insurance solutions.
Charlotte also focusses on the private office needs of international families assisting with outsourcing arrangements, asset cataloguing and special asset structuring using fiduciary and non-fiduciary strategies. In addition to this Charlotte occupies “Trusted advisor” roles with many families helping to bring together their international corporate and financial arrangements to ensure strategies remain effective and efficient from a reporting and cost perspective. Charlotte also has experience working closely with professional intermediaries to deliver a team approach to family arrangements.
Charlotte started her career as an Administrator for a major financial services provider in 1992. In 2007, the company was acquired by Barclays Wealth and Charlotte joined as Assistant Vice President, before becoming Associate Director then Director at ZEDRA.