Chris was born in Jersey and educated at De La Salle and later studied Physics at Bath University followed by a Masters in Management with Finance.
He joined the company in 2006 as a trainee and became a board Director in 2014. He is an experienced private client director with responsibility for a number of multi-generational family office clients, including PTCs.
Chris specialises in identifying, establishing and managing structures for families and individuals, working closely with clients and their advisers adopting a very hands-on approach including discussions around succession and estate planning with families.
A Private Trust Company (PTC) is a company established by a family to act as the trustee for their own trusts, allowing them to maintain control over their wealth planning. Instead of appointing a third-party trustee, a PTC provides a structure where the family can manage their trusts through a board of directors, often including family members and advisors. This approach offers greater control and flexibility in managing family wealth across generations.