ORGANIZATION

Organizational structure of STWU

STWU is made up of four bodies: the General Meeting of its Members, the Committee, the Advisory Board and the auditor.

The General Meeting of Members is the highest authority of STWU, which exercises powers and competences that do not belong to other bodies of the association.

A Committee composed of at least three members will be responsible for the management of STWU. The members are representatives elected in the annual General Meeting, and each member can only have one elected representative.

The Advisory Board comprises independent consultants to the Swiss trust industry or other authoritative professionals. The role of the Advisory Board is to give advice on various issues, such as the qualification requirements of new members, technical issues, as well as professional and ethical standards etc. In addition, it will also propose suggestions, concepts and motions for the STWU’s future development and its position in the Swiss and international financial industry.

The consultant is the representation of STWU and its views on professional institutions in the financial industry and the federal government, especially pertaining to FATCA and OECD CRS (AIA). He/she participates in relevant expert meetings and ensures that the “Technical Taxation Committee” is kept up to date with the latest developments, as well as supports consultations in related aspects.

The Committee can delegate certain special tasks to ad hoc task force and technical committees or their designated members.

STWU Advisory Board

Stephanie Jarrett provides consulting services on wealth and tax management etc. to financial institutions, private investment offices and families around the world. In addition, she also organizes training and coaching courses on change management and wealth planning for families, family offices, trust companies and private banks.

Stephanie gives advice related to charitable foundations and family governance structures (and also participates in these activities), usually involving mechanisms such as protectors to help manage family expectations for their wealth protection and investment. In most cases, this includes drafting charters/constitutions, regulations, trust documents, etc., to ensure that the family’s goals are achieved in the most optimal way.

Stephanie is a Committee Member of STEP Geneva branch (served as chairman twice) and a Council Member of STEP worldwide. Other than that, Stephanie is also a member of the Swiss Trust World United‘s Advisory Board and one of the key promoters of the foundation. Stephanie delivers lectures to post-graduate university programme students on taxation and estate planning at the Universities of Fribourg and Lausanne in Switzerland.

Stephanie is licensed to practice in England and Wales.

Stephanie A. Jarrett

Principal at Offices of Stephanie A. Jarrett

Richard Pease is qualified as an English lawyer and has served as a partner in the Swiss law firm, Lenz & Staehelin for 35 years. Now, he is an independent consultant specializing in providing international taxation and estate planning services. It is worth mentioning that he is one of the founding members of the International Tax Planning Association and also a member of the executive committee. He was a member of the Law Society’s Revenue Committee from 1984 to 1994; from 1996 to 2003, he served as the chairman of the Suisse-Romande branch of the Society of Trust and Estate Practitioners (STEP), and from November 2006 to December 2007 as the chairman of STEP Worldwide. Besides, Richard is also a member of the International Academy of Estate and Trust Law.

Richard Pease

Consultant, Geneva

Thomas Meier is an influential banker who joined the trust industry in 1980. He was a director and head of Rothschild Trust Company in Zurich for 13 years, and a director and head of HSBC Private Bank Trust Company in Zurich for 12 years. From 2005 to the end of June 2018, he served as executive director and head of marketing and business development of Paicolex Trust Management AG (Küsnacht), which is wholly owned by the law firm Bryan Cave Leighton Paisner LLP. Thomas served as a director of trust companies in Switzerland, the Channel Islands, the Isle of Man, the Caribbean and Cyprus throughout his career. Besides, he is also a STEP member and a former Deputy Chairman of the S.

Thomas Meier

Owner and Director TEM Consulting

David Wallace Wilson is partnering with Schellenberg Wittmer’s Private Clients and Estates practice. He provides consulting services for individuals and families on wealth and asset planning for their personal and business assets.

David Wallace Wilson

Schellenberg Wittmer Ltd.