Robert advises on tax, trust and estate planning for wealthy individuals, their advisers and trustees. He acts for a wide range of clients including the owners of landed estates, business people, non-domiciliaries and international families with assets in multiple jurisdictions.

David has over 35 years’ experience of advising wealthy individuals, family offices and financial institutions and joins from specialist private client advisory firm Rawlinson & Hunter. Previously he had been Head of Private Client Tax at KPMG and Head of Family Office at EY. He has been the recipient of many industry accolades, including the STEP Lifetime Achievement Award in 2018.

As Head of Private Client Wealth Solutions, David’s role will focus on two key areas. Working in partnership with the existing team of Client Advisers, he will provide guidance for clients who have complex personal financial and business requirements and identify gaps where Rothschild & Co can introduce its close network of leading lawyers and accountants. In addition, he will build on the firm’s internal knowledge of and expertise in key aspects of the fast-moving private client tax environment, including training for colleagues and providing thought leadership.

Bryony is an experienced private client lawyer working with a range of clients, from individuals and families, to trustee companies and family businesses. At the core of her practice is helping clients and their families put in place the most effective strategies to manage the long term stability and integrity of their estates.

Bryony has extensive experience advising on all aspects of UK estate planning, including wills, trusts, lasting powers of attorney (LPA) and family governance issues. She regularly advises on the administration of large and complex estates and international probate, and some contentious probate and trust matters.

Naomi is a Group Director at Highvern. She was called to the English Bar in 1999 and re-qualified as a Jersey Advocate in 2003. As a former Partner at law firm, Appleby, Naomi provided wealth-structuring advice to high and ultra-high net worth individuals, international private banks and trust companies. At Highvern, Naomi works closely with clients and their advisers to establish and implement robust and sustainable wealth planning structures. Naomi is a member of the board of Highvern Trustees Limited, Former Chair to the Society of Trust and Estate Practitioners (STEP) in Jersey and sits on the Jersey Finance Trusts Law Working Party.

Leonora’s background is in providing tax advice and compliance to high net worth individuals, wealthy families and partnerships. Her client base ranges from landed estates with their accompanying enterprises, to owner-managed businesses. In both cases her primary interests are in advising the individual family members whose wealth is derived from these enterprises. Her current role is focused on the advisory aspect however with her predominately compliance based experience she is able to combine both skills to provide an all-round service to her clients.

Leonora presents annually to a range of investment advisors on Budget updates, as well as speaking at internal events.

Leonora joined Saffery Champness 2012, after having trained at another leading private client firm. As part of her training, she undertook a secondment in Geneva.

Chris Moorcroft advises individuals and families on wealth planning and succession matters. This includes the use of estate planning vehicles such as companies, trusts and foundations to manage the passing of wealth and family businesses to younger generations, to protect wealth from unexpected events like death and incapacity, to protect wealth from adverse third parties and to manage complex cross-border tax problems involving multiple jurisdictions.

He advises on will planning and probate involving assets spread across jurisdictions, including the application of the EU Succession Regulation. He frequently deals with wills and probates which involve more than one jurisdiction and acts as executor and administrator of estates, as well as the trustee of a charitable trust.

He represents wealthy individuals and families from around the world, with a particular focus on US-connected clients and individuals from the Middle East and Africa. In addition, he also represents professional trust companies and other fiduciaries on issues relating to the design and management of structures, risk mitigation (including fiduciary risk), data protection and tax.

A significant element of his expertise involves advising UK and international high net worth individuals who are resident, investing or spending time in UK on how to structure their assets, including advice relating to the remittance basis regime and the structuring of UK residential property.

Arabella manages the firm's relationships with professional intermediaries, both onshore and offshore. She was recognised as Women of the Year Leadership in the Large, Institutional category at the Citywealth Powerwomen Awards in 2017. Before joining CapGen, Arabella held the position of Client Director at Close Brothers Asset Management. Before this, she held positions at Dominion Corporate Services, PQR Financial Planning and Coutts. Arabella has a degree in European Business Administration from Middlesex University

Frederick advises a broad range of both UK and foreign clients on personal tax and trust issues.

Frederick specialises in providing advice on: Wills and estate planning (including strategic succession planning for family businesses); tax issues relating to non-domiciliaries and cross border migration; all aspects of capital taxes planning; and the establishment and restructuring of onshore and offshore trusts.

Clients he has advised include entrepreneurs, high net worth business men/city executives and shareholders of private and family owned companies.