SATC Advisory Board
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Stephanie advises on and is involved with philanthropic foundations and with governance structures for families often involving mechanisms such as protectors to assist in managing the expectations of families in the protection and investment of their wealth. This typically includes the drafting of charters/constitutions, regulations, trust documents and similar to ensure the objectives of families are met in the most positive manner.
Stephanie is a Committee Member of the Geneva branch of STEP (twice former chair) and is a Council Member of STEP worldwide. Stephanie is also a member of the Advisory Board of the Swiss Association of Trust Companies having also been a key promoter of its foundation. Stephanie lectures on tax and estate planning for post-graduate university programmes at the universities of Fribourg and Lausanne in Switzerland.
Stephanie is admitted to practice in England and Wales.
SAJ Offices
2 chemin des Vignettes
CH-1185 Mont-sur-Rolle
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David Wallace Wilson is a Partner with Schellenberg Wittmer’s Private Clients and Estates practice. He advises individuals and families on wealth structuring and estate planning for their personal and business assets.
Schellenberg Wittmer Ltd.
15bis, rue des Alpes
P.O. Box 2088
1211 Geneva 1
Konrad Karl Häuptli
Konrad Karl Häuptli, Of Counsel of KENDRIS Ltd.
He joined KENDRIS in 2016 after retiring from HSBC Private Bank SA; former CEO of HSBC’s Trust Companies in Switzerland and member of the HSBC Global Wealth Solutions Executive Committee. He joined HSBC in 2002 after working over 20 years at Swiss Re as an in-house attorney at law and tax expert specialised in corporate and commercial law and tax matters. Konrad is member of mixed expert groups (AEoI, FATCA, QI) representing Swiss Association of Trust Companies and Association of Foreign Banks in Switzerland in Berne, especially at the State Secretariat for International Financial Matters (SIF) and at the Swiss Federal Tax Administration (FTA). He is managing family’s assets, has entrepreneurial activities, board assignments, and private equity investments. Konrad is writing blogs and flashes on regulatory matters and he is a regularly speaker with a large network in different industries and markets.
Konrad graduated from the University of Berne and he qualifies as an attorney-at-law and was admitted to the Bar of the Canton of Berne. He joined several international post graduate studies in law and business administration.
Kendris Ltd.
Wengistrasse 1
8021 Zurich
Website: http://www.kendris.com