An accomplished fiduciary director who puts clients and their families at the heart of her work with over 22+ years experience.
Lucia started as a Graduate in a thriving Corporate Employee Benefits team at Mourant moving to Volaw where she was integral to the creation of an EBT Team. A move to RBC was a change to the private client base where she gained the experience of working with both North American and Middle Eastern families administering a managed trust company within this. She was then responsible for a wide variety of relationships and complex structures many of which straddled multiple jurisdictions with Barclays/ZEDRA. She is now putting all this experience into practice for Private Clients and Family Offices. In her spare time Lucia tutors and teaches ICSA and STEP qualifications whilst continuing to further develop her own skills and knowledge. Lucia qualified as a mediator during the pandemic and has also been studying towards her technical tax qualifications.
Specialist areas
Middle East
Family Office
North America
Complex structuring
Succession planning mediation