Chloé Foster Email & Phone Number

San Francisco, California, United States

San Francisco, California, United States

San Francisco Bay Area

Responsible for providing comprehensive wealth management strategies tailored to my clients’ needs encompassing investment management, private banking, trust and estate services and wealth planning.

San Francisco Bay Area

Mozoo is a leading independent advertising group, providing tailored end to end mobile solutions. Mozoo Group has offices in Paris, London, San-Francisco, LA, Hong-Kong and Beijing.• Successfully manage and oversee business development and sales, brand development, marketing, operations and relationship management, delivering streamlined performance and efficiency • Spearheaded the opening of the first US office for Mozoo in March 2017; located and secured premises, hired and developed teams and established effective office procedures and protocol• Manage all day-to-day operations, business development in North American/LatAm regions and provided robust leadership to colleagues in the San Francisco office• Delivered vital relationship management and operation skills while maintaining strategic oversight of key accounts

San Francisco Bay Area

The International solutions team provides custom international trust, investment, banking and related services to UHNW clients and their families from around the world. Clients are typically Business Owners and Entrepreneurs, Multi Family Offices, Corporate Executives and individuals involved in Sports, Media and Entertainment. • Responsible for new business development on US West Coast (external and internal sales). Focusing on clients located in USA/Canada, APAC and EMEA• Consistently delivered annual qualified leads exceeding $1 million in revenue• Responsible for designing and executing comprehensive in-market business plan and strategy• Developed new business opportunities from centers of influence (attorneys, CPAs, wealth managers) located on the US West Coast and Asia (PRC, Hong Kong, Singapore)• Built network of advisors (attorneys/CPAs) on West Coast, Nationally and Globally that could refer business to RBC• Subject matter expert on: - Trusts and trust administration (domestic and international) - International wealth and fiduciary planning for US persons, global families and NRAs - Inbound and outbound planning, - Global estate planning and administration, - Asset protection - Expatriation - Global wealth management

United States

STEP USA’s Board of Directors is responsible for monitoring all the branches/chapters in the region, budgeting, monitoring branch activities (educational programmes, membership growth, and public policy statements in addition to general administrative duties).

San Francisco Bay Area

Responsible for organizing professional speaker meetings for our members (attorneys, CPAs, wealth managers). Working with international practitioners to secure their participation as speakers at our events, securing and managing locations for meetings and promotion of our events to members and prospective members.

San Fran

Guernsey, United Kingdom

• Delivered counsel in trust and company law, probate and civil and commercial litigation• Advised trust companies on contentious and non-contentious trust issues• Drafted and amended trust documents for trust company clients• Drafted opinions on matters of company law

Guernsey, United Kingdom

Business Manager at start up. Responsible for:• Identifying and developing partnership opportunities• New business development (B2B and B2C)• Marketing strategy and execution (brand awareness online and in traditional media; press releases; working with media outlets)

Guernsey, United Kingdom

Trust officer for High Net Worth clients based in EMEA and APAC. Responsibilities included:• Administration of complex trust and investment management account relationships • Client relationship manager for global multigenerational families• Meeting client day to day needs including trust distributions, private banking, bill pay, portfolio monitoring and cash management• Working closely with client intermediaries (accountants, attorneys) to achieve client goals• Compliance with bank and regulator policies and procedure

Post Graduate Diploma In Legal Practice, Legal Practice (Law Of England And Wales)

Post Graduate Diploma In Law, Law Of England And Wales

Ba (Hons), Business Economics

Education record

Post Graduate Diploma, Law