Practice Areas
Clare specialises in succession planning and related legal and tax matters for multi-generational families and their family offices.
She works alongside some of the world’s leading private businesses and her practice focuses on how to help individuals developing their succession planning strategy and designing bespoke asset holding and wealth management structures including PTCs, limited partnership structures and foundations. Clare has particular experience of advising and supporting families on implementing family and corporate governance frameworks to support successful wealth transition. She also supports clients in developing their philanthropic strategy to enable greater and more effective wealth distribution.
Clare is recognised for her work having won multiple awards from the leading private wealth award bodies.
Prior to joining the firm, Clare was a Partner at PwC and also worked at Barclays Wealth, providing her with a real breadth of experience and commercial insight across the private client sector.
Clare is the Committee Chair for Remember A Charity newly launched wealth adviser committee – more information on this can be found here.