Director, Private Wealth – Middle East
Carly joined Vistra in 2021 as the Director of Private Wealth for the Middle East. She works with families within the region to enable them to meet their long-term wealth and succession planning objectives. This involves the structuring of assets, both onshore and offshore, and facilitating the drafting and implementation of good Family Governance, to assist in creating robust succession planning and the smooth transition of wealth and businesses to future generations.
Before joining Vistra, Carly gained a wealth of experience in the trust industry. She has been working closely with the Middle East for over 10 years, this included relocating to the UAE over five years ago to enable her to work on the ground with clients across the region.
Carly has a master’s degree in Corporate Governance and has completed the Islamic Finance Certificate alongside the Advanced Certificate in Family Business Advising. She is a Fellow of the Institute of Chartered Secretaries and Administrators (where she was appointed as the Company Secretary of the Jersey Branch from 2014 - 2016) (“ICSA”), and an Associate of the Society of Trust and Estate Practitioners.
Family office 2.0: Meeting the needs of today’s high-net-worth families
07 Sep 2022
The last decade has seen a dramatic rise in the number of ultra-high-net-worth individuals worldwide. The increase has spurred demand for family offices, which are evolving as the needs of ultra-high-net-worth individuals become more complex…