Phyllis Townsend is Partner in the Wealth Management practice in London, Chair of the EMEA Wealth Management Steering Committee and a member of the Firm's Global Wealth Management Steering Committee. Phyllis works with clients on a broad range of wealth management matters, including those with a particular focus on investment structuring. Phyllis is listed in Chambers HNW Guide, including as a "Foreign expert in Middle East-wide", Legal 500 and Legal Week's "Private Client Global Elite - Ones to Watch". Phyllis is a member of the Founding Committee of Thought Leaders 4 Private Client Next Gen Wealth. Phyllis joined in 2012 from Rothschild Wealth Management & Trust where she was legal counsel in London and Zurich.

Phyllis' main practice is advising trustees, family offices and high-net worth individuals on cross-border tax, asset protection and investment structures, including via trust and family office structures. Phyllis often advises on pre-UK arrival planning and provides ongoing advice to UK resident non-UK domiciled individuals and families with connections to the US, Europe and Middle East. Phyllis has experience in tax investigations. Phyllis also advises financial institutions on regulatory and compliance issues and in relation to their wealth management offering.

Jo qualified as a solicitor of England and Wales in 2008, working as a private client solicitor in the UK before beginning her trust career at Summit Trust International SA in Geneva in 2011. Jo has a wide range of experience in trust and company management, providing bespoke private client trusteeship to ultra-high value, complex international trust structures, within which an array of real assets are managed, including fine art, vintage cars, shipping fleets, yachts, private equity, operating businesses and commercial and residential property. Jo is a member of the Society of Trust and Estate Practitioners (STEP). In 2018 and 2020, Jo won Trustee of the Year at the Citywealth Magic Circle Awards. Jo speaks English and French.

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.