Lee has over 18 years of experience in the fiduciary services sector. Since joining Ocorian in 2010, having previously worked at other independent trust companies in the Island, Lee has had experience in the establishment and administration of complex Private Trust Company structures (including a Private Trust Foundation) for high net worth families from the UK, the Middle East and Australasia, which hold a number of diverse assets classes, including London properties, trading entities and investment portfolios.
Lee also has experience with South American clients and is currently involved with the management of two structures with substantial trading assets in the region. Lee has always enjoyed strong interactive relationships with both his clients and their intermediary professional advisors.
- Private Client