Tim Crabtree Email & Phone Number

Geneva, Switzerland

Geneva, Switzerland

Bookkeeping for Trusts, Offshore Companies, Limited PartnershipsPrepare Financial Statements for StructuresPreparation of Quarterly Performance Valuations for clientsReview of Financial statements and certification and approval

Geneva Area, Switzerland

Prepare Marketing Proposals for new Trust structures, liaise with banks, UK legal firms, Tax Advisers on potential new trust structuring,Enact a reorganization of an existing structure following analysis of legal and tax advice obtained following new UK legislation,Review and prepare Investment Proposal and analysis for new Investment Fund, complete subscription,Administer ongoing Trust Structures, arrange and complete new Investments, distributionsReview of Financial statements for Trust and Offshore company structures.

Geneva Area, Switzerland

Manage and administer Trust structures for UHNW UK resident non domiciled and Middle-Eastern families.Significant knowledge of UK Resident Non Domiciled and Middle Eastern individuals and families, and have been responsible for the settlement and administration for numerous structures for these clients. A Chartered Management Accountant with the Chartered Institute of Management Accountants (CIMA) in the UK and have a degree in European Business from the University of Coventry. I am also an Associate member of the Society of Trust and Estate Practitioners (STEP).

Geneva, Switzerland

-Understand client requirements and needs, with regard to safeguarding and building wealth for UK resident non domiciled individuals and families,-Structure clients requirements, principally through Trusts and Offshore companies,-Establish bank accounts for these structures,-Manage transactions for structures, such as private equity investments, or the purchase of residential property,-Prepare financial statements annually for structures, reporting performance to the clients

Geneva Area, Switzerland

Responsible for the annual preparation of financial statements for over 400 Swiss and offshore companies, bookeeping for these entities, reviewing and analysing the figures, managing the reporting of the statements to clients.Manage a portfolio of clients, principally in the commodity trading business, with responsibility for arranging trade finance with banks,organising letters of credit, loans and overdrafts, and various purchase and sale contracts for commodities.

Geneva Area, Switzerland

-Liaising with clients on their investment requirements and needs.-Extend and develop client relationships via the settlement of Trusts and offshore companies.-Manage and administer structures to agreed objectives.-Conduct research and analysis on various private equity investments, prepare a proposal to Trustees.¨-Arrange preparation and certification of financial statements and portfolio evaluations for structures.- Review and comprehend complex legal and tax advice for structures, prepare options, and present to clients and Trustees.

Geneva Area, Switzerland

-Manage investment requirements with prospective and existing clients.-Arrange settlement of Trusts and offshore companies to meet financial requirements-Manage financial transactions for clients such as property purchases, Stock Exchange transactions, and various funding requirements.-Liaise with lawyers and Accountants and understand complex legal and tax advice.-Audit, review and certification of financial accounts for structures-Manage quarterly reporting process for clients

Geneva Area, Switzerland

-Discussing financial requirements with clients.-Creation of Trusts and offshore companies to meet client objectives.-Manage all financial transactions for structures such as property purchases, Stock Exchange transactions.-Preparation and certification of financial statements for structures.-Preparation of financial statements and management of audit process for publicly listed US company.

Geneva Area, Switzerland

Member,Chartered Institute Of Management Accountants, Management Accountancy, Chartered Management Accountant

Bsc (Hons) European Business And Technology, 2:1

International Trust Management, Trust Planning And Management