PwC Family office country teams

Glen Frost

Partner, PwC Private,
PwC Australia

Glen has helped individuals and their families for over 30 years as an integral part of PwC’s Private Clients team, including the past 16 years as a Partner. Glen leads PwC’s Australian Family Office practice and also provides specialist tax advice to a variety of privately owned businesses, family offices, family groups, entrepreneurs and high net worth individuals. He advises both residents and non-residents and uses his extensive global network to provide comprehensive solutions for both Australian and international clients. He has a diverse range of clients from active business owners to passive investors, retailers, property developers, medical specialists, those involved in start up business operations and smaller accounting and advisory firms via PwC’s “Advisor Connection” program.

Samantha Vidler

Partner, PwC Private,
PwC Australia

As a Partner in PwC’s Private Clients Tax and Accounting practice, Samantha provides family, business and taxation advice to her clients and assists them with their compliance obligations. She focuses on families and family business advice, specialising in strategic taxation and accounting advice in the retail, wholesale, agricultural, franchising and property industry sectors. She has been with PwC for over 26 years and is focused on working with entrepreneurs and large family groups. Samantha is a qualified Chartered Accountant and holds a Bachelor of Business (Accountancy) from the Royal Melbourne Institute of Technology.

Matthew Gurner

Partner, PwC Private,
PwC Australia

Matt has over 25 years of experience providing accounting, taxation and consulting advice to a large portfolio of clients and is extensively involved in their financial affairs and day to day management. A Partner in the Private Clients group since 2012, Matthew focuses on HNWIs and privately owned family businesses. He specialises in structuring, estate/succession planning, asset protection, wealth creation and establishing and servicing Family Offices. Matt is a member of the Institute of Chartered Accountants in Australia and New Zealand, a Chartered Tax Advisor with the Tax Institute of Australia, a member of the National Taxation and Accountants Association and holds a Bachelor of Commerce degree from Curtin University.

Bruce Ellis

Partner, PwC Private,
PwC Australia

Bruce has advised multi-generational families, family offices and private businesses for over 32 years. Bruce’s experience is based on a tax and accounting skill set with deep expertise in trusts. He advises on complex, international and multi-jurisdictional tax matters, provides family meeting facilitation or participation, and helps families navigate succession and estate planning. He advises on the taxation consequences of international investments and investment structures and how such investments should be held to maximise returns after local and Australian taxes. Bruce has had extensive experience in dealing with the ATO on behalf of clients and leads the firm’s ATO Next 5000 Strategy response in Victoria.

Naree Brooks

Partner, PwC Private,
PwC Australia

Naree has worked in general business and tax advisory services to private and family businesses in Australia for the past 30 years.
She specialises in managing the taxation and other regulatory issues in respect of retirement and superannuation planning. This includes advising on the rules for permissible investments, working within the superannuation regime and accessing retirement benefits including from overseas superannuation plans.
Naree holds a Bachelor of Business (Accountancy) from the Royal Melbourne Institute of Technology. She is a member of the Institute of Chartered Accountants Australia & New Zealand in Australia and a fellow of the Taxation Institute of Australia.

Ryan Smith

Partner, PwC Private,
PwC Australia

Ryan has been a trusted advisor to high net wealth families and family offices for over 20 years and currently leads the PwC NSW Family Office practice. He provides specialist advice in relation to issues impacting family offices, high net wealth individuals, executives, and private business owners. This includes advice in relation to: effective structuring for asset protection, growth and after-tax wealth accumulation through the use of trusts, SMSFs and private structures; Australian taxation issues regarding residency and cross border issues relating to foreign structures and investments; Australian taxation issues relating to divorce and estate planning; ATO risk reviews and tax controversy matters; undertaking family office reviews; and inter-generational wealth transfer and succession planning matters. Ryan is very passionate about understanding his clients’ goals and objectives and what they truly value.

Tara Cuddihy

Partner, PwC Private,
PwC Australia

Passionate about the potential that lies within individuals and their businesses, Tara has advised clients in the private market throughout her 15 year career. She provides strategic taxation and accounting advice to a wide range of private clients, including privately-owned companies, high-wealth individuals and their associated business and family-owned entities. Her advices specialises in the retail, wholesale, agricultural, franchising, services and property industry sectors. Her commercial experience allows her to develop and assist in implementing solutions for her clients that are practical and robust.

Billy Meston

Partner, PwC Private,
PwC Australia

Billy heads the PwC Private Business in Perth. Working with private, entrepreneurial and not-for-profit organisations in Australia and the UK since 1994. His specialisation spans external audit, corporate governance, process and performance improvement, strategy, valuations, mergers and acquisitions, as well as national and international expansion. With a wealth of experience, Billy is well-equipped to provide services to individuals, private enterprises, and family businesses. His advisory work has spanned various industries, with recent focuses on agriculture, mining and oil & gas services, engineering, financial services, not-for-profit, aged care, logistics, infrastructure, and mining exploration companies.

Sabrina Fitzgerald

Partner, PwC Private Leader & Family Office Leader
PwC Canada

Sabrina is the National Leader for the PwC Private team and Family Office leader. She has spent more than two decades understanding the business issues for owners, families and leaders of private companies. As a family enterprise advisor (FEA), she assists businesses with their continuity planning and sound family governance. Her practice includes assisting family businesses in the area of intergenerational wealth transfer. She offers practical advice and tangible solutions to help her clients with what matters most.

Sabrina is an avid speaker on various topics around structuring, strategy, growth and disruption. She has authored several articles in PwC’s Wealth & Tax Matters and Canadian Tax Foundation publications.

Elisabeth Finch

Partner, PwC Private, Wealth Oversight, Family Enterprise Advisor
PwC Canada

Elisabeth is a designated FEA who helps family enterprises manage the dynamics of family and business, often at the same time. Elisabeth helps family enterprises successfully navigate complexity to realize their vision. She also leads our Wealth Oversight team who deliver an integrated view of clients’ assets, an independent perspective and support our clients’ financial legacies.

Elisabeth’s unique background as a materials scientist and a business person (but not an accountant) means that her perspective is always different. Along with this perspective, she brings exceptional advisory skills to her clients developed over 36 years of business experience.

Janice Agar

Director, PwC Private, Family Office Advisory
PwC Canada

Janice works with private and family businesses in the areas of strategic planning and analysis, technology innovation, process improvement, operating model transformations, and vendor selection. She uses her broad base of experience to anticipate and manage the complex issues inherent with strategy and transformation projects, enabling her clients to realize their long-term and personal goals.

Janice has a Bachelor of Engineering Science and Masters of Engineering degrees from the University of Western Ontario. She holds designations as a PMP and as a CMC and is currently enrolled in the Family Enterprise Advisor program (FEA).

Hadielia Yassri

Partner, Family Enterprise Advisor
PwC Canada

Hadielia’s areas of expertise include continuity planning, developing and delivering bespoke educational programs and supporting governance practices and structures. She is an accredited family business engagement expert with more than 10 years’ experience working with family enterprises, multi-generational enterprising families and family offices. Her points of difference include the plurality of her skills and experiences in tax law, wealth management, family office services and family business continuity planning.

She is currently completing the LLM (tax) program, Osgoode Law School. She holds a JD and the Family Enterprise Advisor (FEA) and Trust and Estates Practitioner (TEP) designations.

John Wong

Partner, Family Business & Private Client Services Leader,
PwC China

John has over 30 years experience in helping HNWIs and families primarily based in Asia Pacific with Chinese and other nationalities to devise tailor-made tax planning, family wealth and business succession planning to achieve personal and family goals by using trusts, insurance and other appropriate structures for the implementation of such planning as well as setting up family offices and devising family governance and constitution. He has extensive experience advising Chinese and Hong Kong based international financial institutions and trustees and is a frequent speaker at wealth forums and tax seminars.

Wise Lam

Partner, Private Client Services,
PwC Hong Kong

Wise has been providing consultation services for high net worth individuals and families including well known individuals, major shareholders and senior executives, many of whom are listed on the Hurun China Rich List. She has extensive experience in providing advice in relation to the international taxation, asset preservation and wealth planning, setting up and restructuring of offshore holding structure including trust structures, Hong Kong companies and offshore companies, assistance with the trust administration, restructuring and ongoing operations; as well as planning and implementation of family governance structures.

Gloria Yip

Partner, Private Client Services,
PwC Hong Kong

Gloria has more than 10 years of experience in family wealth planning services and provided services to high net worth individual, entrepreneurs and major shareholders of listed companies. Her experience includes designing different wealth planning tools and asset holding structures to achieve family succession planning, including establishment and restructuring of family trust structures, and also designing structures for listed companies on employee incentive plans. Moreover, she has helped numerous families in implementing family office and family governance solutions.

Niels Govers

Tax Partner Private Clients, Family Business & Family Office
PwC Netherlands

Niels has over 25 years of experience providing taxation and consulting advise to high net worth private clients, families and the owners of multi-generational family businesses in the Netherlands and worldwide across all industries. Also, Niels leads PwC's Single Family Office practice in the Netherlands and specialises in understanding the specific challenges families face during different phases in their lives and supports private clients, family businesses and (single) family offices in navigating the increasingly complex (global) tax landscape.

Niels is experienced in designing and implementing bespoke solutions to achieve families' long term objectives, such as intergenerational collaboration, wealth preservation, estate planning, asset protection, succession planning and tax optimisation. Also, the creation and optimisation of global ownership structures and (family) foundations.

Aleksandra Jovanovich

Senior Manager, Private Wealth & Family Office
PwC Netherlands

Based in The Netherlands, Alex is a dual Swiss/Australian citizen. She has over 17 years experience in professional services in M&A Advisory, Strategy and Family Office Consulting services to private and family businesses, UHNWI and their family offices, financial services firms and large biotech and pharmaceutical companies.

She assists clients in the establishment of strong family-values alignment in the establishment and/or professionalisation of family offices and their ultimate operating model. In addition, Alex also supports clients in their philanthropic strategies. She is the global project lead for the PwC Global Private Wealth Network of practitioners. She is a qualified private pilot, first aid volunteer and european languages enthusiast. She has a Bachelor of Medical Science (Honours) from Curtin University and Master of Commerce (Corporate Finance & Commercial Law) from the University of Sydney.

Anuj Kagalwala

Partner, Asset & Wealth Management Tax Leader,
PwC Singapore

Anuj focuses on international advisory work and provides extensive consulting advice to family offices (as lead of the Family Office practice in Singapore), trust companies, private banks and UHNW families on taxation matters, including structuring of investments, setting up family offices and entry strategies into Asia. He is actively involved in discussing asset management and wealth management issues with relevant authorities, industry associations and key stakeholders in the industry. Anuj enjoys public speaking and teaches the Family Office Structuring module at the Wealth Management Institute, Singapore.

Trevina Talina

Partner, Financial Services Tax,
PwC Singapore

Trevina has over 12 years experience in Singapore tax work in the financial services sector. Specialising in tax advisory services in the asset and wealth management industry she has advised families in the set up of family offices and investment vehicles, the set-up of both Singapore and offshore investment funds and the fund management operations in Singapore, and advised on cross-border transactions or arrangement (such as permanent establishment exposure, tax treaties analysis and tax residency issues). Trevina is a graduate of the Singapore Management University and a member of the Institute of Certified Public Accountants of Singapore.

Kexin Lim

Tax Partner, Entrepreneurial and Private Business,
PwC Singapore

Uniquely positioned with hands-on experience in Singapore, Jakarta and London, Kexin specialises in tax advisory for business families, family offices, NextGens and entrepreneurs end-to-end. Over her 18 year award winning career at PwC, Kexin has worked closely with principals and their teams at the investor, holding and operating levels to balance ownership and business needs in this dynamic tax environment.

Ismael Hajjar

Partner, Entrepreneurial and Private Business, Family Office Services,
PwC Middle East

Ismael Hajjar is a UAE based partner specialising in international tax & wealth structuring, family office and private capital advisory. He started his career in Europe and has been serving international families for over 16 years. He relocated to the UAE in 2013 and is currently acting as a trusted advisor to a number of successful families across the Middle East region.
He is leading PwC Tax and Legal service offering to private clients, entrepreneurial & royal families and family offices in helping them understand and manage their global affairs, overcome cross-border tax challenges and identify opportunities to achieve their family and business objectives.

Kimberley Wilks

Private Clients & Family Offices,
PwC Middle East

Kim advises families and the owners of multi generational family businesses across all industries and geographies in the Middle East and worldwide. Kim specialises in understanding the specific challenges families face and supports ultra high net worth private clients, private businesses and family offices in navigating the increasingly complex global tax landscape. Kim is experienced in designing bespoke solutions to achieve families’ long term objectives (such as asset protection, wealth preservation, succession planning and tax optimisation) and in the creation and optimisation of global ownership structures, including the use of corporate entities, trusts and foundations across multiple jurisdictions.

Amin Nasser

Senior Adviser to the PwC Middle East Private Business Practice
 

Amin Nasser is an ex-PwC Senior Partner and is currently the Senior Advisor to PwC’s Middle East Family Business practice across the Middle East, and has been with the firm in Dubai and London for over 30 years with a major focus on the Family Businesses across the Middle East. He has worked with a large number of Families advising them on key Family issues such as Continuity, Succession Planning and Conflict Management. Amin was responsible for developing the firm’s activities in Family Business Advisory. Amin joined a Family business conglomerate, Gulf Marketing Group (GMG), as the CEO in 2015. Responsible for driving the Group’s overall growth and productivity across the Middle East, Amin worked closely with the Deputy Chairman to develop and execute the Group’s long term strategy.

Danielle Valkner

Advisory Partner, Family Enterprise Advisory Services,
PwC US

Danielle works with private businesses, family businesses and financial services organizations in the areas of finance effectiveness and reporting, technology innovation, process improvement, operating model transformations, due diligence, risk management, and vendor selection. Prior to PwC, she worked for two global asset managers, gaining experience in Chief Financial and Chief Administrative Officer roles, responsible for financial reporting, strategic planning and analysis, infrastructure, finance, treasury, accounting and internal controls. She spent over 10 years as an auditor in the financial services sector. Danielle graduated summa cum laude from Augustana College in Accounting and Business Administration. She is a licensed CPA and an Elijah Watt Sells award recipient.

Lindsey Thor

Principal, Personal Financial Services,
PwC US

Lindsey advises multinational HNWIs, families, family offices and executives on domestic and international tax compliance and consulting matters. She specializes in international individual tax and cross border consulting-leading the global work nationally for Personal Financial Services. Her work covers tax technical areas such as wealth planning, entity structuring, state and local tax planning, and charitable giving. She has lectured on cross border issues affecting individuals and families both locally and nationally. She co-authored PwC’s annual year-end planning guide, “Managing your Wealth”. Lindsey received her Bachelor of Science in Accounting from Santa Clara University. She is a member of the New York State CPA society and has served as a committee member of the society's International Tax Group since 2012.