Adaliz Lavarello

Director.
Qualifications: STEP

I have been in the fiduciary business for over 29 years working for large corporate fiduciary businesses in Guernsey including Credit Suisse Trust Limited, Deloitte, Kleinwort Hambros and Deutsche Bank. I have had the opportunity to gain significant experience working with UHNWIs (ultra-high net worth individuals), their families and advisors across the globe, providing bespoke solutions on succession planning, asset protection, family governance, philanthropy and tax efficiency.

I have worked closely with Latin America, European, Middle East, and African clients spending some time working in the Cayman Islands and London.  

Throughout my time in the industry, I have held multiple senior leadership roles including, Executive Director of Estera Trust Limited, which has since been acquired by the Ocorian Group. Responsibilities included operational, general management, transfer and amalgamation of a trust managed company and client relationship management of corporate, private clients, trusts, pension and aviation businesses.

Outside of work, I enjoy spending time with my family and friends, swimming, dancing, reading and travelling. I am fluent in English, Spanish, Portuguese and conversational in Italian.

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