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Being a trustee in today’s climate… the opportunities, the challenges and the risks

Professional Development

Overview

This seminar forms part of the 2020 Trust & Corporate Service Providers CPD Seminar Series – a series of 10 CPD seminars, which take place once a month.

2020 Trust & Corporate Service Providers CPD Seminar Series

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Suitable For

Trust & Corporate Service Provider professionals

1 CPD hours
1 hour
Jersey

Learning Outcomes

  • Private client structuring trends.
  • Building a relationship with a single family office.
  • Regulation, economic substance and transparency.
  • Key areas of risk for trustees and directors.

GENERAL INFORMATION

Timings: 14:00-15:00 (Registration from 13:45)
Venue: Jersey International Business School

BENEFITS

  • Certificates of attendance are provided*
  • Refreshments are provided
  • 1 hours of CPD

*Please note that all delegates must sign-in upon arrival in order to receive a CPD Certificate

SPEAKER

Naomi Rive, Group Director and Head of Family Office at Highvern Trustees Limited
Naomi Rive is a Group Director and Head of Family Office at independent trust business, Highvern. A lawyer by training, Naomi was called to the English Bar in 1999 and re-qualified as a Jersey Advocate in 2003. During her time as a Partner of law firm, Appleby, Naomi provided wealth-structuring advice to high net worth individuals, international private banks and trust companies. In 2014, Naomi joined Coutts & Co Trustees (Jersey) Limited where she was a Board Director and a part of the senior management team. The business was subject to a management buy-out in late 2016 in which Naomi played a key role and this led to the business being re-branded as Highvern Trustees.

Naomi works closely with Highvern’s international client base and their independent legal, tax and investment advisers to ensure the establishment and implementation of robust and sustainable wealth planning structures. Naomi has considerable experience of providing trustee services in connection with complex trust structures and sitting on the board of directors of private trust companies. Naomi is a former Chair to STEP in Jersey and for many years sat on the Jersey Finance Trusts Law Working Party. She is also a former adjunct-professor of trusts at the Jersey Institute of Law.