Position

Director

Index

Family Office Services

Business & Entrepreneurship

Location

Geneve

Asset Class

Collectibles

Commercial property

Residential

Trusts

Yachts

Client Types

Private equity

Sector Focus

Legal Advisory Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Joanne Morse

Spear's Review

‘While I would say we have a high sensitivity to family dynamics, we appreciate that we have been appointed to make difficult decisions, and do not shy away from doing that or having those awkward conversations.’ That’s the approach of Joanne Morse, the head of family office services at Summit Trust International, an independent trust services company and provider of ‘solutions for continuity’ headquartered in Switzerland. Formerly a practising solicitor in Cardiff, Morse joined Summit Trust in Geneva in 2011 and leads a team advising on complex, high-value international trust structures, covering conflict resolution, the recovery of failed structures, family and corporate governance, and the intergenerational transfer of wealth.

Rank: Top Recommended

Top Recommended 2023, Family Office Services

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