Let the good times roll! Trusts and Unusual Asset Classes
05 Jul 2021
Location: A Next Gen Wealth Event, Zoom (4pm-5pm UK Time) Members: Free for Next Gen Wealth members - Book by 05 Jul Non Members: Become a Member above and Register for FREE - Book by 05 Jul
Let's focus on the good times. We have united a group of experts who each specialise in the more unusual assets that can be held by trustees in a trust. Our four main areas of focus are classic cars, marine and aviation, fine wine and whiskey and cannabis.
Chaired by Robert Dobbyn (Walkers) and Joanne Morse (Summit Trust), our experts will dive into each asset class looking at areas such as insurance, cybersecurity, valuations and surviving the pandemic.
Our panel of experts:
James Haithwaite a Luxury Asset Specialist at IQ-EQ - Classic cars
Joel Chinn a Director at JTC Group- Marine and aviation
Matthew O’Connell, Head of Investment at Bordeaux Index- Fine wines and whiskey
Andrew Sams, Director, Wealth Structuring and Planning, at Twin Focus in London- Cannabis investment
Our Panel of Experts
Director, Family Office Services
Summit Trust International (Switzerland)
Summit Trust International (Switzerland)
Director, Client Advisory
Prior to joining TwinFocus, Andy spent almost a decade working in the private client tax team of Deloitte advising Ultra-High Net Worth individuals and their families.
His experience ranges from advising on the establishment and evolution of multi-jurisdictional family office structures, to dealing with family governance and succession planning matters, as well as advising on the acquisition and sale of closely held businesses and private equity interests. His in-depth technical knowledge and delivery of pragmatic client-focused solutions led to him being recognized as one of the UK’s Top 35 Under 35 Private Client Practitioners by ePrivateClient in 2016.
Andy is a Chartered Tax Adviser & an Associate member of the Chartered Institute for Securities & Investment.
Director, Private Client Services
In his position as Director within our Private Client Services division Joel looks after a portfolio of high net worth clients with a particular focus on the Middle East region as well as marine and aviation services. Joel joined JTC in 2014 as a Manager, with a specific focus on family office services. Having spent the earlier part of his career working in the music, fashion and agricultural industries in the UK, Joel returned to Jersey in 2007 to pursue a new path within the financial services sector with TMF Group. During this period he re-qualified to become a member of the Society of Trust and Estate Practitioners (STEP) and advanced his career by successfully administering a diverse portfolio of private client and corporate structures overseeing a wide asset classes ranging from real estate to yachts.
Head of Investment
Matthew studied Classics at St. John's College, Cambridge, before spending 12 years working for Goldman Sachs' Investment Banking Division across a number of roles, with responsibility for some of the firm's largest clients. Increasingly unable to resist combining work with his passion for fine wine, Matthew was excited to join Bordeaux Index in 2018 to lead all aspects of our fine wine and spirits investment offering, as well as focusing on Bordeaux Index's corporate strategy. Outside of work, Matthew is a keen gardener and a charity trustee for the Historic England Foundation.
Luxury Asset Specialist
Joanne Morse - Director, Family Office Services - Summit Trust International (Switzerland)
Robert Dobbyn - Partner - Walkers (Jersey)
Andrew Sams - Director, Client Advisory - TwinFocus
Joel Chinn - Director, Private Client Services - JTC Group
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