We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
With more than 20 years’ experience in the fiduciary industry, Gemma is responsible for the relationship management of a portfolio of complex structures that include discretionary trusts, excluded property trusts, protected settlements, foundations, limited partnerships, joint ventures, companies and funds.
On behalf of investors, private and corporate clients these hold a wide range of assets including investments, intellectual property, luxury holdings, commercial and residential real estate.
In recent years Gemma has focused on supporting her HNW, UHNW clients and their families who are private equity executives, landowners and entrepreneurs with issues around wealth management, asset protection, succession and estate planning, often assisting the second and third generations of a family.
Gemma leads business development initiatives and assists with commercial strategy. She is a highly motivated individual who works closely with other professional advisers and intermediaries to develop proposals to meet the needs and objectives of clients who appreciate the attention, time and expertise she gives them.
Gemma is member of the Society of Trust and Estate Practitioners, the Chartered Management Institute and an Association Member of the Institute of Directors.
Abacus would enjoy hearing your story and your aspirations – we would welcome the opportunity to explain how and why Abacus should share your journey. Please email us at info@abacustrustgroup.com to arrange a call.
Client relationships diligently managed by motivated directors
Anticipating needs, timely responses and attention to detail
Onshore and offshore solutions to meet the goals of each client
An exempt scheme is a type of investment fund that appeals to sponsors and investors seeking flexibility without unnecessary regulatory restrictions.
When Yvon Chouinard, founder of Patagonia, restructured the company to a purpose trust in 2022, it shone a light on this form of corporate ownership.
In their latest briefing note the Abacus client services team looks at various scenarios, solutions and outcomes of a Discretionary trust.
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