We are a discreet private office that supports a small number of financially complex families and entrepreneurs to navigate their tax, financial and business strategies.
Our relationships are personally managed by Suzanne Willis or Dan Hyde, who both have 25 years’ experience of providing advice in professional practice to complex families and individuals with international profiles.
We offer a highly bespoke, tailored service based on the specific requirements for each client, and only accept long-term instructions from existing personal relationships or high-quality introductions.
Suzanne spent 25 years as a private client tax advisor with a specific focus on US connected individuals and on family, trust and succession matters.
Having trained and worked for many years with a firm of leading US/UK tax advisors, Suzanne left in 2012 to establish a boutique practice which she merged with Westleton Drake in 2014.
Together with Dan Hyde they grew Westleton Drake to be one of the largest teams of advisors to US connected people in London, before its sale in 2018. In 2019 Suzanne was awarded the prestigious Spears ‘Private Client Accountant of the Year’.
Dan has been working with complex private clients since the late 1990s, working until 2021 as a tax advisor with a focus on international entrepreneurs, private equity, venture capital and US connections.
Having trained and worked for many years with a firm of leading US/UK tax advisors, Dan established Westleton Drake in 2009 which grew to be one of the largest teams of advisors to US connected people in London, before its sale in 2018.
Claire has extensive experience in helping owners of closely held businesses with running operations and providing personal support, as well as operating as an executive assistant in a large professional services business.