In Partnership with Dart Real Estate.
Join us for the launch of PCD's Cayman Series on Tuesday 2 June at 16:00 BST. This mini-series of 3 parts will feature on the opportunities for wealthy international families to relocate to Cayman, discuss the latest trends in Wealth Structuring from the jurisdiction and Family Office trends. The content will be relevant for private wealth advisors in law, tax, financial advice and fiduciaries services that deal with UHNW clients.
The first episode will feature:
Sue Nickason - As Vice President of Sales and Marketing, Sue oversees sales and marketing for Dart - developed luxury residential projects and commercial real estate marketing at Dart Real Estate. Sue works closely with clients moving to Cayman to help them find the perfect property and any other aspect of orientation in their new residence.
Bernadette Carey - Bernadette regularly advises trustees, beneficiaries, executors, institutional clients, and onshore legal teams on all aspects of trusts and estates law in the Cayman Islands. Bernadette is recognised for her trusts and private client work by Chambers, Who's Who Legal, and Legal 500 with market sources describing her as 'incredibly hard-working' and 'really first class'. She is well placed to explain the key considerations for UHNW clients moving to Cayman. Bernadette is ranked consistently by the independent legal directories and is quoted as "an exceptional talent and a pleasure to work with"; as someone who "stands out as being especially intelligent, considered and commercial"; and as having a "very proactive" approach. Bernadette's "perspective on both contentious and non-contentious matters is very beneficial" and "her background in litigation means she knows what works and what doesn't when it comes to trust structuring" (Legal 500 and Chambers and Partners HNW).
Richard Thomson - Richard is a Client Relationship Officer at EFG Bank, Cayman Branch; a Branch of EFG Bank AG, Zurich. Richard oversees his own team of finance professionals, managing a significant book of private banking business for a broad range of clients including high net-worth private individuals and family offices, trust companies, liquidators, insurance companies, fund managers and other banks. With a sharp focus on best in class client service and responsiveness, the banking services provided by Richard and his team include international, multi-currency wire transfers, foreign exchange transactions, asset management, asset advisory and lending facilities. Richard holds a 1st Class Bachelor degree from a UK University, is a qualified Trust & Estate Practitioner and a member of STEP.
Do join us for the first session by registering below - email firstname.lastname@example.org with any queries.
It is open to PCD Club members and special guests of our sponsors. To find out more about joining PCD, email email@example.com.
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