Know the next step

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Certainty with flexibility

Beautifully constructed

Created for generations

Planning ahead

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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 20 years fiduciary experience she assumes day-to-day responsibility for a number of families and their family offices based in the US and Europe 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 an associate member of the Institute of Chartered Secretaries and Administrators and is also involved in providing administration for onshore US entities, as well as the monitoring of FATCA legislation with particular reference to fiduciaries.

Andréa has recently been shortlisted in the Citywealth “The Power Women Awards 2017”. This award recognises individuals and companies who maximise the potential of women in wealth.
 

 

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