Client Services Director | Jersey Board Member
Dale is a board member of the Jersey trust company and has overall responsibility for both the Family Business and Corporate Services teams. He has significant experience in providing fiduciary services to ultra and high net worth individuals, especially entrepreneurs and families with complex multi-jurisdictional business interests, PTC (private trust company) structures and family governance vehicles and also private companies. He sits on the board of various family group holding companies and advisory boards, working with senior family members, external management and leadership consultants, as well as business advisors in all fields. Dale has previously held senior positions in both bank owned and niche private client trust companies. He is an Associate of the Institute of Chartered Secretaries and Administrators, a member of the Society of Trust and Estate Practitioners and a member of the Institute of Directors.