
Timeline
About me
Founder, International Wealth Planners, LLC
Education

Sedbergh school
1988 - 1993
Northumbria university
1996 - 1997Diploma in legal practice
University of bristol
1993 - 1996Bachelor of law
Experience

Lagutrop (k.) ltd.
Jan 1998 - Jan 2000Sales manager
Merrill lynch
Jan 2000 - Jan 2008Regional trust professional
Scotiabank
Aug 2008 - Sept 2013Director, international wealth structuring, scotia private client group (international)Director, International Wealth Structuring, Scotia Private Client Group (International), Scotiabank

International wealth planners, llc
Aug 2010 - nowFounderIWP seeks to connect Wealth Planners across all generations for our mutual benefit. Our professional group works with international families and their advisors in protecting, preserving and transferring wealth across generations. IWP comprises Wealth Planners working for financial institutions and family offices. A key feature of our group are the regular meetings we hold where we discuss areas of interest in great depth. Subjects covered include mental health, tax and legal areas, reporting, estate planning, succession planning, cross-border planning and family enterprise. Full Membership to IWP is available to Wealth Planners interested in an annual subscription providing an important range of valuable benefits. Show less

Eastbrook community
Jun 2016 - nowCeoCEO of Eastbrook Community comprising seven commercial office buildings with approximately 63,000 square feet of office space for aspiring entrepreneurs and professionals located in the south Atlanta area. Eastbrook Community currently manages commercial properties for over 200 members in Peachtree City and Tyrone working in private offices, shared offices and co-working space.
Licenses & Certifications

Financial planning certificate of the chartered insurance institute
Chartered insurance institute
Languages
- geGerman
- spSpanish
- frFrench
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