发布时间：2019-08-23
《传承宝典》20
与Cora Binchy的两分钟访谈
我们找到了科拉•宾希(Cora Binchy)，她是我们在泽西岛家族办公室分部的合伙人，从事这一行已有30多年。她一直是泽西岛信托业的领军人物。她在与国际高净值家族合作方面有着丰富的经验，主要为这些家族提供受托人和遗嘱执行人的服务。她被任命为集团公司董事和受托人的董事会成员。Cora最初在1987年加入 Stonehage Fleming 集团，在搬到泽西岛之前，她首先在瑞士的纳沙泰尔（Neuchatel）办公室工作。她作为导师，一直是推动企业多元化经营和增强女性企业权能的关键驱动者之一。Cora拥有都柏林三一学院经济学学士(荣誉)学位，是信托与房地产从业者协会(STEP)的成员，并拥有STEP高级国际客户税务证书和英国CFA（特许注册金融分析师）的投资管理证书。多年来，她一直被列入 Citywealth IFC 评选的全球前200位（来自国际私人财富产业）成功女性，并入围前20名重要受托人名单；她还获得了该机构的编者之选大奖。
在StonehageFleming家族办公室，我们的独立性使我们与众不同。重要的是，它使我们能够将自身的利益与我们所服务的家族利益保持一致。它通过添加新的服务来响应客户的需求，从而影响了我们发展壮大集团的方式。例如，随着我们越来越多的客户对艺术收藏感兴趣，并在不同国家之间进行艺术品交流，我们显然需要艺术方面的专业知识，因此我们成立了艺术管理部门。我们所提供的许多服务皆是如此。透明度是影响该行业的最重要趋势之一。全球对透明度的期望越来越高。作为一个行业，我们的运营受到越来越多的审查。这是一个充满挑战的环境，但对细节的一丝不苟，一直以来是维系所有受托人关系的核心。
English Version
We caught up with Cora Binchy, Partner in our Family Office division in Jersey and has been with the business for over 30 years. She has been a leading figure within the Jersey fiduciary community. She has extensive experience of working with international high net worth families where she has mainly provided trustee and executor services. She is appointed to the Boards of the Group’s Corporate Directors and Trustees. Cora originally joined the Stonehage Fleming Group in 1987 and was first based in the Neuchatel office before moving to Jersey. She acts as mentor and has been one of the key drivers behind diversity and empowering females within the business.
Our client base is hugely varied. Historically our client base was South African and UK centric due to the heritage of the Stonehage and Fleming businesses, but through acquisitions and years of significant organic growth, our reach has become more global. We now work with over 250 substantial families across the EMEA region who have generated their wealth through various sectors including consumer, financial services, real estate, construction, technology and media.
I have always been attracted to the technical aspects of my work. I like working methodically and finding solutions to complex situations. My role, though, is multifaceted: on the one hand, I am very involved in the technical side, putting structures together, often incorporating entities from several international financial centers. On the other, I spend a lot of time with clients. I work a lot with people in our other offices so it is important that I am organized and have a great team around me.
The role of the professional trustee has evolved. As a trustee, your duty is to your beneficiaries and you are responsible for putting in place all the safeguards necessary to serve their needs. In many ways, the role has become more demanding since I started my career. Today trustees need more than ever, to comply with regulations in multiple jurisdictions, they are also more accountable and the outcomes measurable.
At Stonehage Fleming, our independence differentiates us. Importantly, it allows us to align our interests with those of the families we serve. It has affected the way we have grown the group through adding new services in response to client needs. For instance, as more of our clients became interested in acquiring art and moving art between countries, it became evident we needed expertise in art so we established our Art Management department. The same is true of many of our service offerings.
Transparency is one of the most important trends affecting the industry. There is a growing expectation globally for transparency. As an industry, we are operating under increasing scrutiny. It is a challenging environment but meticulous attention to detail has always been at the heart of any trustee relationship.
该文章转载自雷梭勒家族办公室，如有侵权，敬请告知删除。
Sooswiss为您提供
瑞士方向私人管家式的定制服务：
1）家族传承 2）财富管理 3）瑞士投资
4）居留计划 5）税务优化 6）家族治理
更多资讯请登录网站 www.sooswiss.com
