Catherine leads BDO's Family Office Services group.
Her practice focuses on family offices and enterprising families. She advises families and individuals throughout the process of transitioning wealth and across the family office life cycle from entrepreneurs to established family offices and the next generation. Her specialisms include family governance, family office creation and philanthropy.
Catherine’s passion is to help families engage and connect with their financial affairs with meaning and purpose. For some this means working with them to establish a family succession plan or facilitating a programme to support the next generation, for others it might be identifying how they can start their journey into philanthropy or conducting a review of the family office or trusts they already have in place to ensure they still align with their objectives and remain fit for purpose.
She is a member of the Society of Trust & Estate Practitioners, the Purposeful Planning Institute and Philanthropy Impact.
Catherine has previously been named as one of ePrivateClient's 50 Most Influential and is one of Family Capital’s Top 100 Family Influencers 2020.
Catherine's most recent contribution was to the Jersey Finance and WealthBriefing publication, Virtuous Circles: Sustainable Family Governance Models in an Evolving Environment. This report is essential reading for families and advisors who are seeking to know what current sentiment is in this space, and what industry luminaries see as emerging best practices.
Download your copy here