Roz joined the Group’s Isle of Man operations in 2006 as Head of Fiduciary Services and was appointed as a Director of Cayman National Trust Company (Isle of Man) Limited in May 2017. She is also Company Secretary for both the Isle of Man operations.
Roz has over 28 years’ experience in the fiduciary sectors in the Cayman Islands and the Isle of Man. She is a member of the Society of Trust and Estate Practitioners (“STEP”) and the Institute of Directors. She is also a Director of the Isle of Man Branch of STEP and involved in STEP Committees as well as being the Isle of Man STEP Student Liaison Officer.
Roz has considerable experience as both a trustee and director on trust and company structures and has developed long standing relationships with professional intermediaries both locally and overseas. She prides herself in her determination to lead by example which is reflected in her team's enthusiasm and commitment to deliver an exceptional service standard for clients.
Our dedicated team will work closely with a Settlor or their professional advisor to identify the most appropriate structure to suit the Settlor's requirements which may be for Estate and Succession Planning, Forced Heirship, Asset Protection or Charitable donations. We recognise that you have placed your trust in us and that the preservation and conservation of your wealth is of utmost importance to you.
Our Fiduciary Services include;
- Settlement of trusts and trusteeship services
- Establishment of foundations in the Isle of man and other jurisdictions
- Family Office services
- In-house accounting services
Building trust and relationships are critical factors in our ability to deliver sound and expert advice. Once we have mutually discussed, identified and agreed the right framework and structure for you, we will provide you with contact details for a dedicated administrator within our Fiduciary Team. We encourage open channels of communication and will engage regularly with you.
It is essential that financial structures receive correct and proper advice and administration. We therefore recommend that you take independent tax and legal advice before entering into any agreement.
For further details, please contact our Fiduciary Team on +44 (0)1624 646901 or email fiduciary@caymannational.im
