Jersey Trusts and Foundations: Insights from Jersey to APAC

Grant leads Ocorian's European Private Client services team. He works with ultra-high net worth (UHNW) individuals and their structures, as well as large corporate clients, where he has particular expertise in employee benefit trusts. Whilst non-practising, Grant is a qualified English solicitor, Jersey Advocate and South African attorney and was previously a partner with an international law firm. During this period, he advised UHNW individuals, major banks, corporates, and international trust companies on all aspects of trust and corporate law. Grant has been frequently acknowledged in the "Honours List" in the "Leading Trustees" category in the Citywealth Leaders List, and in the "Honours List" in the "Leading Lawyers" category.

Shawn is the Head of Trust Services at Ocorian Singapore Trust Company (OSTC), leading the private clients’ team that oversees the management of fixed and discretionary trusts, purpose trusts, private unit trusts, employee benefits trusts and family office structures. As the resident manager and a board member of Ocorian Singapore Trust Company, Shawn also oversees the statutory and regulatory obligations of the firm. As an experienced wealth planner, Shawn has partnered with ultra high net-worth (UHNW) families, entrepreneurs and businesses for many years. He works closely with his clients to oversee the strategic implementation of complex wealth planning solutions, tailored to meet the estate, succession, investments, tax and regulatory requirements and objectives of his clients. He has also assisted his clients with venture capital, private equity and digital assets investments, taking into consideration their individual objectives and circumstances.

Jessica Cutrera is the President at Leo Wealth, an independent global wealth advisor and multifamily office. Based in Hong Kong, she provides comprehensive wealth management and planning services in several areas including tax, financial, and estate planning and specializes in serving Americans living in Asia. Prior to Leo Wealth, Jessica was the Founding Partner, Responsible Officer and Compliance Officer at The Capital Company, an independent asset management firm formed in the beginning of 2017. Before this, she co-founded EXS Capital Asia Limited in 2008, and served as a Responsible Officer and head of Operations and Compliance until 2016. She and her team built a substantial asset management and financial planning practice at EXS. Before she moved to Asia, Jessica worked as a Registered Representative for Charles Schwab. Her cross-border expertise in trust and estate planning is recognized by her acceptance into the Society of Trusts and Estate Practitioners (STEP).

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