Lesley O'Neill

Area of expertise:

• More than 18 years’ experience in private client and family office services
• Wide knowledge of all aspects of trust and company administration including managing:
  • residential and commercial property structures
  • investment holding structures
  • succession planning and asset protection structures
• Qualified Chartered Secretary
• Previous experience of managing a managed trust company for a large Middle Eastern bank

Responsibilities:

Lesley’s role involves assisting with the management of a team of private client administrators working on a diverse portfolio of HNW and UHNW clients, with the main focus being on UK resident non-domiciled and Middle Eastern clients.

In her previous role, Lesley headed up a team of administrators and was responsible, as lead director, for an extensive, mixed portfolio of private and corporate clients operating in various jurisdictions globally.

Qualifications and memberships:

• Associate Member of the Institute of Chartered Secretaries and Administrators 
• Member of the Society of Trust and Estate Practitioners (STEP)
• Higher National Diploma in Business Administration

Notable achievements: 

• Lesley had responsibility for the management of a managed trust company arrangement, being the largest client within the private client/family office department of a previous employer