Personal Profile

Lisa is a private client solicitor in the private department, with over 8 years experience advising high net worth individuals and/or families in relation to their estate planning requirements. 

Lisa's primary focus is the strategic structuring of personal and business asset portfolios, with specific regard to the establishment of trust structures.   

Lisa has been involved with establishing many complex, multi-layered and multi-jurisdictional structures established for succession and asset protection purposes.  Additionally, Lisa advises on tax-related matters and issues of compliance.  As a trusted advisor to many of her clients, she regularly remains involved with the governance and administration of their wealth-holding structures on an on-going basis.

Lisa's experience spans both the contentious and the non-contentious.

Key Experience

  • Regularly Establishing multi-jurisdictional and multi-layered trust structures established for succession, asset protection and other commercial purposes.
  • Incorporating SPV in various juridictions
  • Successfully litigating on behalf of a Beneficiary to a trust in order to remove the Trustee
  • Successfully defending a trustee against a disclosure order brought by a beneficiary

Career History

Associate, Mishcon de Reya LLP
Trainee, Mishcon de Reya
Manchester University, History of Art & Architecture BA (Hons)

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