Joe Crome, CAP®, leads the American Donor Fund team, delivering a market leading philanthropy service for dual US/UK taxpayers.

In his dual role, Joe also leads CAF’s Business Development team, to drive growth and accelerate business development activities across our Giving and Impact Services.

Joe’s expertise specialises in charitable grant-making regulations in the UK and US, donating complex assets, philanthropy advice for individuals and families, and anti-money laundering and related due diligence pertaining to charitable donations.

Joe has completed the Chartered Advisor in Philanthropy designation with the American College of Financial Services, the only adviser working in the UK to have done so.

Georgina is a partner and is responsible for Brown Advisory’s international strategic advisory capabilities. Prior to joining Brown Advisory she was a Director at EY in the Wealth and Asset Management tax team where she worked with ultra-high net worth individuals and their families (both UK domiciled and non-UK domiciled), providing and co-ordinating tax advice on their complex investment structures, business operations and personal matters. Georgina has frequently collaborated with and worked alongside her clients’ other advisers including their lawyers and trustees.

Before that she was with Skadden, Arps, Slate, Meagher & Flom (UK) LLP for 5 years, having previously trained and qualified as a solicitor at Linklaters LLP in 2003, where she then practiced in their UK tax department for a further 3 years.

Andrea began her career in 2005 with a well-known Washington DC based international tax and global wealth management firm. There she provided advisory services to US expatriates abroad and foreign nationals living in the US. Over the years, Andrea has gained considerable experience advising high net worth individuals with multi-jurisdictional financial interests to design and implement strategies for tax-efficient and risk-managed asset growth. Andrea regularly writes articles in various expat magazines and is periodically asked for press comment on US expat financial planning topics. Additionally, she has written numerous whitepapers regarding fundamental financial planning and investment strategies for US connected individuals and has previously been a speaker at both The World Bank and IMF.

Andrea moved to London in 2013 and joined MASECO in 2014. At MASECO, Andrea is focused on enhancing the delivery of high-quality wealth planning advice to MASECO’s Private Wealth Clients and helping all client facing staff stay trained on up to date regulatory and legislative issues facing US families living in the UK. She enjoys helping clients feel more in control of their personal finances and helping them to actualise a financial strategy that addresses their personal values, goals and vision.

In 2018, Andrea was recognised by Professional Advisers in the inaugural Women in Financial Advice Awards, winning the category 'Woman of the Year - In-house Adviser Support'. In 2020, Andrea was featured as a ‘Distinguished Individual’ in The Spear’s 500 publication which is a guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals