Amy leads our Jersey Family Office team and specialises in the provision of services for ultra-high net worth families. Having spent nearly 10 years providing tax advisory services to private clients in the UK, Amy relocated to Jersey in 2014 and has since focussed on providing a variety of administration services to families and/or their structures. Amy has a thorough understanding of her clients' affairs, enabling her to provide a wide range of 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 currently acts as Chairman 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 winners of the STEP multi-family office of the year in 2019. She has been credited as one of the 'Top 35 Under 35' by Private Client Practitioner four times, as well as being recognised in the 2017 and 2020 'Future Leaders Top 100' and awarded 2020 ‘Silver- Trustee of the Year – Director’. She speaks at various events on family office matters and contributes to leading publications.