Member Profile

Mr Alan Milgate TEP CA CFA, 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.

Rawlinson & Hunter
PO Box 897
Windward 1
Regatta Office Park
George Town
Grand Cayman
KY1-1103
Cayman Islands

E: alan.milgate@rawlinson-hunter.com.ky
T: +1 345 949 7576

Profession:
Accountant / Trustee/Fiduciary
Practice Area:
Charity formation/administration, Company formation/management, Compliance/regulation, Cross-border estates, Estate planning/administration, Family office, Philanthropy
STEP Qualifications:
STEP Certificate in International Trust Management, STEP Diploma in International Trust Management
Branch/Chapter:
STEP Cayman Islands
Committees:
Council, Caribbean and Latin America Regional Committee, Cayman Islands Branch Committee

Alan is a Partner with Rawlinson & Hunter in the Cayman Islands and specialises in private client services including international trust structures, private trust companies and purpose trusts, estate planning and wealth management.

He advises on the establishment and ongoing administration of Cayman Islands trusts and companies including acting as a director of a number of private trust companies, other regulated entities and other client companies. Alan is a director of The R&H Trust Co. Ltd. and The Harbour Trust Co. Ltd., duly licensed Cayman Islands trust companies owned and operated by Rawlinson & Hunter in the Cayman Islands.

Alan has over 20 years of international experience in the financial services industry. He is a qualified Chartered Accountant (Canada), Trust and Estate Practitioner (TEP) and a Chartered Financial Analyst (CFA) charter holder. He is the Chairman of the Cayman Branch of STEP, Chairman of the Cayman Chapter of AIMA and member of the Cayman Islands Institute of Professional Accountants.