Crowe DNA 

Oversight of compliance functions at board level, including regulatory filings and transactional compliance.

Non Executive Director

Cloud Wealth Limited

CloudWealth Limited is a software company aimed at assisting advisors and clients in the private wealth space to optimise processes and work more efficiently. We have many automated processes to reduce reliance on paper and to enable teams to work from anywhere. It is a platform for a client's different advisors to serve the client and where there is overlapping or joint responsibilities, to optimise communication.

Co-Founder

Collas Crill Trust

Senior Relationship Manager

Tarian Trust

Private Client Manager

Founded in 2019, Tarian exists to provide high-touch, best-in-class services to companies, entrepreneurs and ultra-high net worth families.

Our Guernsey-based team has amassed significant expertise in the establishment and ongoing management of trusts, foundations and corporate vehicles in a range of offshore and onshore jurisdictions together with bespoke and family office services.

My role as Private Client Officer for HNW and UHNW clients entails Trust and Company Management for Guernsey Trusts and Companiesas well as Family Office services. Sharp focus on South African client base due to background and experience.

Private Client Officer

The South African Institute for Business Strategy Development

A non-profit organization with a purpose to promote strategic leadership development within the African Business environment

https://www.saibsd.co.za/

Board Member

FNB South Africa

•	Providing legal advice and taxation guidance to a significant portfolio of corporate and private clients based on their worldwide estate and business structures
•	Applying strategies in business and estate succession, estate structures, income tax, capital gains tax, trust law, corporate law and other relevant legislation to achieve specific outcomes
•	Managing client portfolios with meticulous attention to detail and multi-tasking expertise
•	In-house collaboration and liaison, building strong working relationships and effective communication channels with key stakeholders
•	Serving as trustee on trusts and executing wills
•	Overseeing billing and collections function
•	Preparing estate planning calculations, drafting trust deeds, compliance reports and various commercial agreements
•	Marketing and public relations including delivering presentations and attending events
•	Performing as a strong member of a cohesive team with strict adherence to statutory regulations, service level agreements, quality standards, governance processes and compliance.
•     Personal experience in executing Investment strategies and implementing Life Assurance Policies.

RECENT KEY PROJECTS
Digital Asset Regulation
•	Representing a fintech company as managing director, focused on the trading of digital assets
•	Establishing business structure and implementing best practice

	Scenario Planning Tool / Conduit-Pipe Calculator
•	Building a calculating tool for scenario planning by trustees of inter-vivos non-vested trusts

Deemed Donation of Interest Solution
•	Utilising an asset-for-share transfer to move assets from an individual’s estate to a trust-owned company, avoiding the use of loans

Senior Fiduciary Specialist

Momentum

•	Marketing insurance and investment products
•	Customer service and liaison, building strong working relationships and effective communication channels with key stakeholders, resolving complaints and enquiries
•	Advising insurance brokers and clients on legal matters
•	Procuring insurance brokers, including training, motivating and mentoring personnel
•	Setting up and presenting education sessions

Marketing Advisor

Henstock Van den Heever Attorneys

•	Providing legal expertise to the Commercial Law Department, including litigation and deceased estate administration, as well as trust and estate planning
•	Drafting various legal documents, specialist corporate and commercial agreements, and apostilles 
•	Overseeing company registrations
•	Representing clients in arbitration hearings, labour disputes and family law proceedings
•	Representing creditors and debtors in business rescue proceedings, gaining expertise in business turnover practice 
•	Registering non-profit organisations and profit companies as a vendor for CIPC, the company registration office

Attorney / Clerk / Notary

Steyn & Clarke Attorneys

•	Managing collections for several non-profit organisations 
•	Administering deceased estates
•	Drafting litigation process documents, cessions, matrimonial law documents, wills, acknowledgements of debt and several other legal documents
•	Demonstrating proficient knowledge of the National Credit Act including avoiding debt restructure 
•	Serving notices, letters and process documents 
•	Attending to court files with meticulous attention to detail and confidentiality

Articled Clerk

Cross-border Private Client Advisor with background in Law, Tax and Financial Planning (CFP). Trustee and Company Services Professional in the Offshore Trust space. Specialist skill in Estate Planning and efficient Wealth Preservation Structures for UHNW families.
Non-practicing Attorney and Notary and past CFP. 
Advanced business and legal acumen ensure a firm understanding of effective strategies and implementation of goal-based processes for increased efficiency. Highly developed analytical expertise and problem solving, time-management and organisational skills. Keen interest in Fintech, Cryptocurrencies and Workflow Automation.

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