Stephanie Jarrett is a partner of Baker & McKenzie and co-heads its Swiss Wealth Management Practice Group from Geneva, specializing in strategic planning and training for financial institutions and advising families on business and personal succession planning typically involving trusts and UK/US/international tax planning with a particular emphasis on governance issues. Stephanie is editor of the Baker & McKenzie Private Banking Newsletter and a member of the Firm’s European Wealth Management Steering Committee. She is a former Chair (twice) of the Geneva Branch of STEP and lectures on a number of post-graduate university programmes. Stephanie received the STEP Founder’s Award for Outstanding Achievement in November 2008.
Richard Pease qualified as an English solicitor, and was a partner in the Swiss law firm of Lenz & Staehelin for 35 years. He is now an independent consultant, specialising in international tax and estate planning. He was a founder member of the International Tax Planning Association, of which he is also an executive committee member. From 1984 to 1994 he was a member of the Law Society’s Revenue Committee. He was Chairman of the Suisse-Romande Branch of the Society of Trust and Estate Practitioners (STEP) from 1996 to 2003 and was Chairman of STEP Worldwide from November 2006 to December 2007. Richard is a member of the International Academy of Estate and Trust Law.
Thomas Meier is a banker by back ground and joined the trust industry in 1980. He served as a director and head of the Rothschild Trust Company in Zurich for 13 years and for 12 years as a director and head of the HSBC Private Bank Trust Company in Zurich. From 2005 till the end of June 2018 he was an executive director and head of marketing and business development of Paicolex Trust Management AG, Küsnacht, a company wholly owned by the law firm Bryan Cave Leighton Paisner LLP. Throughout his career, Thomas served as a director of trust companies in Switzerland, the Channel Islands, the Isle of Man, the Caribbean and Cyprus. He is a member of STEP and a former Deputy Chairman of the SATC.
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.
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