Amy is a key member of our Family Office practice and specialises in the provision of services for ultra-high net worth families. Having spent nearly ten years providing tax advisory services to private clients in the UK, Amy relocated to Jersey and is now a Director in the Family Office practice. Amy has a thorough understanding of her clients' affairs, enabling her to provide a wide range of financial services to support the families in their personal, entrepreneurial and philanthropic ventures. The families for which she acts are truly international with a variety of nationalities and assets and operations in a number of jurisdictions.
Amy is a Chartered Accountant and a Chartered Tax Advisor. Additionally, she is an affiliate member of STEP having completed the Advanced Certificate in Family Business Advising. She is an active member of the Jersey Branch Committee of the Chartered Institute of Tax.
Amy and her team were recently awarded an Excellence Award for Multi-Family Office of the year and were short-listed for the STEP multi-family office of the year. She, personally, has been credited as one of the "Top 35 Under 35" by Private Client Practitioner three times, as well as being recognised in the 2017 "Future Leaders Top 100". She was also awarded the "Little Prize" for the highest mark in her taxation paper as part of her Chartered Accountancy exams. She speaks at various events on family office matters and regularly contributes to leading publication.
- Chartered Accountant
- Chartered Tax Adviser
- Advanced Certificate in Family Business Advising (STEP)
- Private Client
Amy is an outstanding family office professional. The breadth of her expertise, her attention to detail and her extremely easy manner make her highly effective"
There are an ever increasing number of Family Offices being set up by wealthy families. Below we take a quick look at some of the main reasons these offices are being set up...
With a growing spectrum of clientele hailing from a diverse array of backgrounds, Family Office professionals need to engender a greater degree of cultural sensitivity.
Ocorian are thrilled to announce that our Private Client team have been shortlisted for the prestigious STEP Private Client Awards 2018/19 in the 'Trust Company (large firm)' and 'Multi-Family Office' categories.
Following July's International Association of Young Lawyers (AIJA) Family Office seminar, Ocorian's Family Office expert and opening session moderator Richard Joynt, explores why Family Offices are experiencing a surge in popularity.
All families are different and so too are their requirements when managing their family wealth. As a family extends – be it generationally, geographically or both – its needs and wants of a family office will evolve and change, as Ocorian’s Richard Joynt ex...
An increasing number of families are looking to Family Offices to help manage and protect their wealth. However not all Family Offices are the same with different types of office delivering everything from straightforward life administration to complex inve...
Family investment companies are fast becoming a popular alternative to trusts in wealth and succession planning, but what are the benefits and when should they be considered? Ocorian's Amy Collins compares the options.
Ocorian has been shortlisted for 'Family Office of the Year' at the Citywealth Magic Circle Awards 2018.
Ocorian is delighted to announce that it has won 'Family Office of the Year' at the Citywealth IFC Awards
Congratulations to Amy Collins who has been listed amongst Citywealth's annual Future Leaders Top 100 list for 2017.
The Family Office team at Ocorian have a number of Senior Private Equity Executives as clients. This factsheet summarises the main services that Ocorian provides to those clients.
Ocorian (previously Bedell Trust) was founded in 1971 and has extensive experience of establishing and managing complex high value structures for international clients.
The Family Office team at Ocorian regularly assist their client families with household expense tracking. This factsheet summarises the main features of this service.
We understand that a wealthy family in the 21st Century have many demands on their time and many responsibilities arising from the wealth they have generated.
Bedell Trust has strengthened its private wealth management team and made nearly 20 promotions across the business including directors, senior managers and trust officers.