Advisory Board

SATC Advisory Board

Stephanie A. JarrettPrincipal at Offices of Stephanie A. Jarrett

Stephanie Jarrett advises global families, private investment offices and financial institutions on the management of wealth, tax and related matters. She runs training courses and coaching sessions for families, family offices, trust companies and private banks on managing change and structuring wealth.

Stephanie advises on and is involved with philanthropic foundations and with governance structures for families often involving mechanisms such as protectors to assist in managing the expectations of families in the protection and investment of their wealth. This typically includes the drafting of charters/constitutions, regulations, trust documents and similar to ensure the objectives of families are met in the most positive manner.

Stephanie is a Committee Member of the Geneva branch of STEP (twice former chair) and is a Council Member of STEP worldwide. Stephanie is also a member of the Advisory Board of the Swiss Association of Trust Companies having also been a key promoter of its foundation. Stephanie lectures on tax and estate planning for post-graduate university programmes at the universities of Fribourg and Lausanne in Switzerland.

Stephanie is admitted to practice in England and Wales.

SAJ Offices
2 chemin des Vignettes
CH-1185 Mont-sur-Rolle

Email: stephanie.jarrett@sajoffices.com

Richard PeaseConsultant, Geneva

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 MeierOwner and Director TEM Consulting

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.

Thomas is today an independent consultant.

TEM Consulting
Luxweg 7
5000 Aarau
Mobile: +41 (0)79 430 88 18

Click here to send an email.

David Wallace WilsonSchellenberg Wittmer Ltd.

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.
15bis, rue des Alpes
P.O. Box 2088
1211 Geneva 1

Click here to send an email.

SATC Advisory Board

The English translation of the Swiss AEOI Guidelines (2021) is available !