Mr David McLellan
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Kaspar-Fenner-Strasse 6
Kuesnacht
8700
Switzerland

Email: david.mclellan@paicolex.ch
Telephone: +41 43 222 3160
Website: www.paicolex.ch
Practice Areas: Family office, Trust planning/administration, Tax Advisory - Trusts and estate planning, International client, Succession planning
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Profession:
Lawyer/Solicitor/Attorney / Trustee/Fiduciary / Wealth Management
Firm:
Paicolex Trust Management AG
Branch/Chapter:
STEP Zurich Centre
Committees:
Zurich Centre Committee
Special Interest Groups:
Business Families | Contentious Trusts and Estates | Cross-Border Estates | International Client
Biography:

David McLellan - Group CEO - Paicolex Trust Group

David is the Group CEO of the Paicolex Trust Group, an independent wealth advisory and administrative services firm headquartered in Switzerland.

He has over 25 years of experience assisting ultra-high net wealth-owning families, family enterprises and their advisors with multi-jurisdictional & generational succession planning; cross border taxation; asset protection; family office governance and risk management. He has also held senior executive positions in the broader wealth management industry, where he was responsible for corporate leadership; strategic planning; business development; staff, financial and operational management.

David was previously the Managing Partner of the Zurich Office of Withers LLP, the international private client law firm. He is also the former Global CEO of the Rothschild Trust Group - where he was responsible for 250 staff and 9 offices - and member of the Global Executive Management Committee of Rothschild Private Bank. Prior to that, David worked as an international tax & trust lawyer with Baker & McKenzie where he subsequently established and managed BakerLINK (Baker & McKenzie’s online fintech subsidiary: providing global legal knowledge management and training services) as Chief Operating Officer and General Counsel.

David is a dual English and Australian qualified solicitor, having worked in each of Melbourne, London and Zurich. He holds a Bachelor of Science, Bachelor of Laws and Master of Laws degree from Monash University; and an IEP from INSEAD Business School. He has been a member of STEP since 1998 and currently acts as Hon. Treasurer of STEP Zurich. He is also a past President of the Australian Swiss Chamber of Commerce.

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