Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service. For us, succession planning is the wisdom that comes with helping you choose strategies that have withstood the test of time.
CEO & Managing Partner
Rodney has been involved in the private client world for many years having worked in Jersey, the Isle of Man, and London.
A barrister by qualification, Rodney specialises in solving the technical complexities of clients’ lives.
Rodney is a member of STEP.
Founder & Consultant
Richard specialises in the setting up of trust and company structures and advising individuals on their tax position. He also carries out audits as the company is a registered auditor in Switzerland, United Kingdom and Ireland.Richard is the managing director of the Swiss company. He qualified as a chartered accountant in 1977 and joined the Swiss firm at its creation in 1982 as a manager, becoming a director in 1987.
Richard is a member of ICAS and also of STEP.
Tobias is Swiss and specialises in tax planning and compliance matters in the Swiss market where he advises a wide portfolio of Swiss and international private clients and companies to meet their Swiss compliance obligations such as tax, payroll and accounting.
He is fluent in French, English and German and has a good knowledge of Spanish.
Tobias is a member of STEP and has a degree in Economics from the University of Geneva.