60 Second Interviews

  • Javier Canosa

    What does your firm do?

    We are an international business law firm servicing multinational companies doing business and investing in Argentina; and Argentine families with assets or business in other countries.

    What is your perception of STEP and what does it mean to your business?

    STEP is a great brand and trademark for lawyers like me. STEP stands out as a true professional organisation seeking only the betterment of our industry and helping our clients.

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  • Caroline Leech

    What does your firm do?

    Citimark provides independent financial planning and investment services to private, trustee and corporate clients. We also work closely with other professional firms in order to offer clients a full holistic service.

    What is your perception of STEP and what does it mean to your business?

    STEP is the most highly regarded professional body for family lawyers and estate planners. To me, it is synonymous with best practice and integrity.

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  • David Dale

    What does your firm do?

    Bond Dickinson Wealth Limited provides wholly tailored independent financial advice to each of our clients. We take the time to listen and understand what is important to our clients, their families and their businesses, allowing us to present holistic advice to protect and grow the value of their wealth.

    What is your perception of STEP and what does it mean to your business?

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  • Trevor Kelham TEP

    What does your role involve?

    Along with being the CEO for Guernsey and Managing Director of Standard Chartered Trust (Guernsey ) Limited, I am also responsible for the learning and development required for our Trust & Fiduciary Group.

    What do you feel are the main challenges facing your organisation/practitioners at the moment?

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  • Carol McBride

    What does your firm do?

    Hugh Jones Solicitors is a boutique practice in England, focusing on the legal affairs of older and vulnerable clients. Our core specialisms are mental capacity and Court of Protection law and practice.  

    What is your perception of STEP and what does it mean to your business?

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  • Helen Dervan

    What do you do?

    I am an academic at AUT Law School which has recently come under the Deanship of Professor Charles Rickett, a renowned trust law expert. My primary research area is the law of trusts and, particularly, the commercial use of trusts.

    What is your perception of STEP and what does it mean to you?

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  • Greg Harris

    What does your firm do?

    Maitland provides the full spectrum of international family office services, ranging from legal advice, the set-up and management of structures, investment advisory, reporting and fiduciary services.

    What is your perception of STEP and what does it mean to your business?

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  • Amelia Renkert-Thomas

    What has been your involvement in the STEP Advanced Certificate in Family Business Advising?

    I have worked with Ken McCracken to develop the course over the past five years.  I teach the course in the US.

    You have first-hand knowledge of working in a family business. What has been your experience of working with this type of business?

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  • Kiran Vasudeva

    What does your firm do?

    New Quadrant Partners Ltd is a leading private client boutique practice based in London. We offer legal, tax and advisory services to high-net-worth individuals and families both in the UK and overseas. We also manage complex and high-value compensation awards through personal injury trusts and the Court of Protection.

    What is your perception of STEP and what does it mean to your business?

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  • Juan C. Antúnez

    Interview with Juan C. Antúnez of the full service trusts and estates law firm, Stokes McMillan Antúnez P.A. - 08 June 2015

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  • Jenny Bird

    What does your firm do?

    Russell-Cooke is a top-100, London-based law firm with around 170 specialist solicitors and lawyers. We advise a mix of commercial, not-for-profit, regulatory and personal clients. In the Private Client Team we advise on a broad range of issues including estate planning, wills, trust advice and administration, capacity issues and estate administration.

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  • Robert Fearis

    What does your firm do?

    PraxisIFM Trust Limited is part of the independent and owner-managed PraxisIFM. The Group provides a wide range of professional services including: trust, company, pension and fund administration, real estate structuring, asset financing, cash management, foreign exchange tax and cross-border facilitation services to private individuals, families and international corporate clients.

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  • Jenni Hutchinson

    60 second interview with Jenni Hutchinson, Head of Employer Engagement at STEP - 2015

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  • K Thomas Grozinger

    What does your firm do?

    Royal Trust Corporation of Canada/The Royal Trust Company operates under the brand name RBC Wealth Management, Estate & Trust Services. We serve Canadians by providing a full suite of fiduciary services, including executor/liquidator, trustee, power of attorney, agency, and custody services.  

    What is your perception of STEP and what does it mean to your business?

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  • Liza Harridyal

    What does your firm do?

    Harridyal-Sodha & Associates provides legal practice and corporate secretarial services

    What is your perception of STEP and what does it mean to your business?

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  • Jenny Afia

    What does your firm do?

    Schillings use the law to help clients, wherever they are in the world, to anticipate and contain threats to their reputations and to protect their privacy and that of their families.

    What is your perception of STEP and what does it mean to your business?

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  • Peter Cotorceanu

    What does your firm do?

    Anaford specialises in private client and financial services work. We have a US practice group and a Spanish/Latin American practice group. On the US side, of which I’m a part, we concentrate on tax and trust planning with US connections, FATCA compliance for the fiduciary industry, expatriation, alternative citizenships, and voluntary disclosure.

    What is your perception of STEP and what does it mean to your business?

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  • Michael Powell

    What does your firm do?

    Hawksford is a fiduciary, funds and corporate services company with a strong focus on client service. Through our successes, we have grown into an international business and we are continuously diversifying our services to respond to the global needs and footprints of our clients and tightening international legislation. We now have offices in Jersey, Switzerland, UAE, Singapore, and Hong Kong, and representatives in New Zealand and BVI.

    What is your perception of STEP and what does it mean to your business?

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  • Shân Warnock-Smith

    You are speaking at the Inaugural STEP USA Conference in San Diego on 4-5  June 2015. What topic will you discuss and what are the key issues in this area?  

    Andrew De La Rosa and I are speaking about the latest developments in trust and estate litigation from around the globe – reported and unreported cases together with the latest trends.

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  • Catharina Muller

    What is your role within your firm?

    I am a Trust Manager working for Perpetual Private in the Trustee Services team.  I have been with Perpetual for over 21 years and worked in a number of areas.

    Currently I look after a book of continuing trusts and administer the trusts within our compliance frameworks. The role is exciting and challenging.

    How did you hear about STEP?

    A number of my colleagues at Perpetual belong to STEP and attend events on a regular basis.

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  • Robert F Hudson, Jr

    You are speaking at STEP USA’s Inaugural conference in California 4-5 June 2015. What topic will you discuss and what are the key issues in this area?

    My topic is ‘Effective Structuring of Investments in US Real Estate for the Non-US Person’. The focus will be on how different investment vehicles can produce substantially different US tax results and how to best blend the variable elements to achieve optimal US tax results.

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  • Heledd Wyn

    What does your firm do?

    We are a national law firm with six offices across the UK. We provide a broad spectrum of legal services for businesses and individuals. I work within the private capital team specialising in care and capacity issues.

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  • Lorraine Wheeler

    What does your firm do?

    First Names Group is a global provider of Fiduciary Services, both Private Client and Corporate. Through our Funds arm, Moore Management, we also offer Funds Services.

    What is your perception of STEP and what does it mean to your business?

    I have been a member of STEP for over 20 years and have served on committees in Bermuda, Geneva and Jersey for most of that time. STEP is a fantastic organisation in terms of education and lobbying and is very important to our business.

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  • Megha Ramani

    What does your firm do?

    Nishith Desai Associates (NDA) is a research-based full service international law firm. We invest significant time into multi-jurisdictional comparative research, trend analysis and forecasting to fashion innovative client solutions.

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  • Dominic Wheatley

    What does your firm do?

    Guernsey Finance is the promotional agency for the Island's finance industry internationally.  We undertake a range of activities focused on developing Guernsey as a destination for international finance business, particularly focus across the four core areas of banking, funds, insurance and private wealth.

    What is your perception of STEP and what does it mean to your business?

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