Josephine acts for a wide range of professional trustees, settlors and beneficiaries, including leading trust companies, private banks and family offices on all issues concerning trusts and foundations as well as private wealth, probate and regulatory matters. Her principle areas of expertise include advising ultra high net worth clients and family offices on the establishment and administration of complex trust structures, advising on and drafting the documentation to restructure trusts and advising on rectifying and mitigating breaches of trust.
She also works closely with her Dispute Resolution colleagues in connection with trustee representations to court and her Corporate colleagues in connection with commercial transactions involving trusts or foundations. In addition, Josephine has spent time on secondment as in-house legal counsel to a local trust company.
Clients say that Josephine is “technically very strong”, “responsive” and “practical in her approach to complex matters”.
Josephine is a member of STEP and a member of the working party on philanthropy in Jersey.
Josephine has been recognised by Citywealth as a Jersey future leader in the private wealth industry in 2015 and has been included in the Citywealth 2016 Future Leaders 100 list. Josephine was also listed in the Citywealth Leaders list 2017, as well as the 2015 and 2016 lists.
Josephine contributes to articles for various publications including Trust & Trustees, Offshore Investment, Jersey - First for Finance and e-private client and regularly presents to local trust companies and has spoken at the International Trusts Congress in London.
Josephine received her LLB, with Honours, from the University of Glasgow and her Diploma in Legal Practice from the Glasgow Graduate School of Law. She was admitted as a Solicitor and as a Notary Public in Scotland after training with Bishops LLP (now Brodies LLP) in Glasgow and was admitted as an Advocate of the Royal Court of Jersey in January 2009.
Admitted in:
2009 - Jersey
2005 - Scotland (not practicing)
