Trusted Advisor

The STEP Private Client Awards Judges have shortlisted five practitioners for the Award of Trusted Advisor of the Year 2017/18. STEP Members are invited to join the voting for this prestigious Award Category. 

Caroline Bielanska TEP, Caroline Bielanska Consultancy

Caroline-BielanskaCaroline Bielanska Consultancy provides independent support and advice services for law firms, to troubleshoot in complex cases involving vulnerable clients, where the interplay between their capacity, care arrangements, care funding, safeguarding and disputes may arise. Caroline is author of numerous leading text books on advising the older client and capacity.

 

Jonathan Conder TEP, Macfarlanes

Jon Conder 1Jonathan is a partner and until April 2017 was the head of private client at Macfarlanes, a position he held for 12 years.  During this period the team won a STEP Award for Private Client on no less than 4 separate occasions. Now free of administrative responsibilities he is focusing full time on client work and new business development

 

Nicholas Jacob TEP, Forsters

Nick JacobNick advises on sophisticated wealth planning, planning to provide for family succession, tax and estate planning, the protection of their businesses, avoidance of disputes, and all aspects of family governance. He is a trusted adviser to a number of substantial families and is recognised for his understanding of family governance psychology.

 

Steve Meiklejohn TEP, Ogier

steve-meiklejohn-highresSteve is an adviser to trustees and private clients in respect of trust and fiduciary structures.  Steve is a former Chair of the STEP Jersey branch and sits on the Working Party considering trust law reform in Jersey.  Steve is recognised as a leading individual in the various directories.

 

Andrew Miller TEP, Walkers

Andrew-Miller-LAndrew Miller is based in Walkers' Cayman Islands office and is head of the firm's Global Wealth Structuring Group. Andrew is also a member of the Steering Committee which drives the strategy of Walkers’ Global Latin American Group. He specialises in all aspects of non-contentious British Virgin Islands and Cayman Islands trust, international wealth structuring and related regulatory work for private individuals and financial institutions.