Mark Smallwood TEP is based in the UK from where he advises predominantly Asian UHNW families on the structuring and ongoing administration and management of their estate and succession plan, family office, investment process and governance. He sits on the Business Advisory Council of a successful privately held business spanning multiple jurisdictions. After nearly 35 years in financial services across the global, including the UK, Caribbean, Switzerland, Hong Kong and Singapore and having held senior positions in one of the leading global private banks, Mark has unique insights and brings an independent, unconflicted view which enables UHNW families to objectively evaluate their decision making process.
The latest articles from Mark Smallwood
The Last Will and Testament - The Foundation of a Successful Estate and Succession Plan The Last Will and Testament (Will) is the most fundamental estate and succession planning tool available to private wealth management clients. The Will is the foundation of an estate and succession plan, and from this foundation, other succession tools such as the use of trusts, foundations and insu....
The latest events from Mark Smallwood