Catherine advises families and family offices around family office establishment, strategy, family governance and succession. She believes that when families understand their values and the purpose of their wealth, they can build on much stronger foundations and, by aligning their structures and activities with this, create sustainable long-term solutions.
Recent work has included advising on the governance and succession arrangements for a founder-led family office, facilitating the regular meetings of a family shareholder committee, running workshops for the rising generation of a family business and advising on the establishment of a new family office.
She has worked with enterprising families for over 20 years, gaining a unique perspective from the combination of roles she has held. This has included establishing family office advisory practices in two large professional services firms (BDO and KPMG), heading a private office and sitting on the board of three international trust companies (Salamanca Group) and coordinating wealth structuring with investment management (Barclays Wealth). This all built on her training as a private client lawyer at Allen & Overy.
Recognized as a thought-leader in the family office industry, Catherine has previously been named as one of EPrivate Client’s 50 Most Influential, one of Family Capital’s Top 100 Family Influencers and in the Private Client Global Elite. She has written, spoken and been interviewed on topics ranging from family office design to next generation planning.
Catherine has an MA in Jurisprudence from Oxford University, is a Trust & Estates Practitioner (STEP) and a Family Business Adviser (STEP)