UHNW Wealth Managers
Wealth Managers - Jersey
Wealth Management & Private Banking
Director at Suntera Katie Bonfrer works closely with clients, and their tax and legal advisers, to implement structures to provide intergenerational succession and philanthropic wealth planning.
Bonfrer was director of Nedgroup Trust, a subsidiary of Nedbank Private Wealth, which was acquired by Suntera in 2022.
Suntera's large and experienced team provides a wide variety of services, from a basic trust or company structure through to sophisticated and highly complex fiduciary and family office arrangements. ‘Clients typically come to us as they have worked hard to develop or reach a level of wealth that they want to protect,’ Bonfrer explains to Spear’s.
Recommended 2023, UHNW Wealth Managers