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Andréa Daley Taylor

Director

Andréa trained with a major Guernsey based institutional fiduciary and banking group, qualifying as a Chartered Secretary in 1995.  With 30 years’ fiduciary experience she assumes day-to-day responsibility for a number of families and their family offices based in the US and Middle East and as a consequence has oversight and direct involvement in the everyday operational and investment process, as well as having an excellent working relationship with global tax advisers.

Andréa is particularly involved in providing administration for onshore US entities non-US as well as structures held for the benefit of US persons.  She has also been involved in the monitoring of FATCA legislation with particular reference to fiduciaries and is an associate member of the Chartered Governance Institute.

Memberships
Chartered Certified Accountants
Chartered Governance Institute