Clare specialises in succession planning and related legal and tax matters for multi-generational families and their family offices.

She works alongside some of the world’s leading private businesses and her practice focuses on how to help individuals developing their succession planning strategy and designing bespoke asset holding and wealth management structures including PTCs, limited partnership structures and foundations. Clare has specialist experience of advising and supporting families on implementing 

family and corporate governance frameworks to support successful wealth transition. She also supports clients in developing their philanthropic strategy to enable greater and more effective wealth distribution.

Clare is recognised for her work having won multiple awards from the leading private wealth award bodies. Prior to joining the firm, Clare was a Partner at PwC and also worked at Barclays Wealth, providing her with a real breadth of experience and commercial insight across the private client sector.

Glenn joined Charles Stanley in 2018 and is responsible for its relationships with professional advisers, trustees, charities, business owners and philanthropists. He sits on Charles Stanley’s Responsible Investment Committee, and is the Branch Administrator of the City of London cohort of STEP.  Previously, he was a Director at Kleinwort Benson (2012-2017) and at Schroders Cazenove (2008-2012). 

Glenn is a Board Member on the Action for Animal Health Development Board for the international charity The Brooke, looking at the development of One Health - human, animal and environmental.

With a PhD in English Literature from the University of Leicester, Glenn is part of an international cohort inputting into The World Economic Forum, currently working on how cultural narratives are developing post-Covid-19, particularly through the prism of the ‘war’ on truth and current political and national instabilities, topics on which he regularly contributes to media debates (such as on The Today Programme, Talk Radio, ABC, Al Jazeera, et. al.). 

Chris Harden is the Head of Hoares Trustees at C. Hoare & Co having joined the bank in 2019. He leads the team responsible for administering the Master Charitable Trust, a donor advised funds which supports philanthropists with impactful giving and investments.

Chris has a decade of experience working with high-net-worth individuals and their families to support them across a range of important matters including their philanthropy, succession planning, tax planning and the governance of their businesses. 

Chris is a qualified accountant (ACA) and a Chartered Tax Advisor (CTA) working at PWC and Grant Thornton before joining C. Hoare & Co. 

Chris enjoys spending time with his a family and being involved with any sports, particularly hockey and long distance running.

A senior wealth manager at MASECO with more than 30 years of experience in financial markets, George King advises HNW families on their cross-border financial needs. Most of his cases deal with investing, tax and financial issues involving the complexity of cross-border US/UK tax and currency matters. 

George supports his clients finding solutions for everything from renegotiating employment contracts, to finding good immigration, divorce or employment attorneys, to helping them teach their kids about financial matters.

A US-based investment analyst and portfolio manager for the first decade of his career, he has worked in London ever since, including at Barclays and RBC.

Marina started her career at Coutts and Co in 2007, later moving to UBS where she spent 12 years looking after resident non domiciled clients as well as UK resident and domiciled clients. 

Marina has a strong focus on female clients and in particular female entrepreneurs.

Marina has worked very closely with One to One Childrens fund, having lead their development board.

Isabelle Smith is a Manager with Alvarez & Marsal in London. She brings seven years of experience in private client services. Her primary areas of concentration are high and ultra high net worth individuals with complex tax affairs.

Prior to joining A&M, Isabelle worked with the private wealth team at BDO LLP in London, where she most 

recently served as assistant manager on a mix of tax compliance and advisory work. The most notable projects included non-UK domicile individuals.

Isabelle earned a bachelor’s degree in economics from Swansea University and is a qualified member of the Association of Taxation Technicians (ATT) and is a Chartered Tax Adviser (CTA).

Lizzy works in a multi-family office offering strategic advice on how best to maximise the value and outputs of charitable giving and social investments for her high net worth clients and charities that they wish to engage with.  She brokers different individual interests and skills, engagement and legacy creation.  

Lizzy’s career spans the breadth of the grant giving sector, having worked in private family offices, charitable foundations, a lottery distributor and government.  She is a sought after speaker and commentator and lectures in all things philanthropy across the UK.  

During COVID she played an integral part in a new independent Advisory Panel to support NHS Charities Together pivot into to a grant making organisation to enable the onward distribution of £150m+ of public funding and also in advising Government on its match funding initiative to maximise private foundations’ response to COVID.

She is an alumni of the Windsor Leadership Trust and currently serves as a Trustee for two Cumbria based family foundations – the Francis Scott Trust and the Sir John Fisher Foundation.

With a passion for collaboration and helping charities secure long-term income through legacy giving, Lucinda has more than 20 years’ experience working for collaborative campaigns and in charity communications.

As Director of Remember A Charity, Lucinda leads a talented and committed team, who all work towards the consortium’s core mission of growing and normalising charitable legacy giving across the UK.

Her role is to guide the team in delivering an integrated communications, advocacy and partnership strategy to grow this area of philanthropy and to support Remember A Charity’s membership community.