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* Home * About Us * Our Team * Bespoke Solutions * FAQ * News * Contact Search Menu WE PROVIDE BESPOKE WEALTH, TAX AND SUCCESSION PLANNING SOLUTIONS VIA MULTI-JURISDICTIONAL CORPORATE AND TRUST STRUCTURES. PURSUING EXCELLENCE PURSUING EXCELLENCE FOUNDED IN 1996, WE ARE AN INDEPENDENT, OWNER-MANAGED BUSINESS. THROUGH OUR RELATIONSHIP-FOCUSED APPROACH WE PROVIDE BESPOKE FIDUCIARY AND FAMILY OFFICE SERVICES TO PRIVATE CLIENTS, FAMILIES AND INSTITUTIONS ACROSS THE GLOBE. PROACTIVE & ENTREPRENEURIAL ABOUT US WE OFFER BESPOKE WEALTH PROTECTION TO FAMILIES, INVESTORS AND ENTREPRENEURS Founded in 1996, we are an independent, owner-managed business free from private equity or bank ownership. Our team has grown to over 65 largely professionally qualified staff members across our offices in Geneva, London, the British Virgin Islands, Mauritius, Cyprus and the US. Our staff comprises over 20 different nationalities, with fluency in more than 12 languages, ensuring our local technical knowledge is complemented by cultural understanding, perspective and access. Notwithstanding that we are in multiple locations we function as a single organisation, collaborating daily across our offices so that our clients benefit from the best of our diverse team’s skill and experience wherever they, or we, may be OUR APPROACH RELATIONSHIP-FOCUSED Through our relationship-focused approach, we strive to fulfil the wishes, aspirations and goals of our clients with a view to developing meaningful relationships across each generation BESPOKE We provide tailor-made fiduciary and family office services aimed at proactively resolving the complexities associated with successfully managing cross border, multi-generational wealth and transactional activity INDEPENDENT Our independence ensures that we remain client-centric and avoid conflicts of interest at all times OUR TEAM Previous Nigel Lee Read More > Didier Parsad Read More > Tania Steven-Jennings Read More > Jennifer Zelvin McCloskey Read More > Martin Chesler Read More > Elliot Goodman Read More > Jeff Margolis Read More > Sharon Shapshak Read More > Valerie Dagnaud Read More > Michelle Schoeninger Read More > Kim Grover Read More > Tanya Scantlebury Read More > Mark Anderson Read More > Nigel Lee Read More > Didier Parsad Read More > Tania Steven-Jennings Read More > Jennifer Zelvin McCloskey Read More > Martin Chesler Read More > Elliot Goodman Read More > Jeff Margolis Read More > Sharon Shapshak Read More > Next ✖ MARTIN CHESLER Group CEO, Chartered Accountant Martin Chesler is the Group Chief Executive Officer of Clermont. He joined the Group as CFO from JP Morgan in 2003 and has led the Group’s transformation and growth for over 15 years. Martin acts as a strategic advisor to high-net-worth families and international businesses and is a director of several regulated financial services firms, including being authorised by the UK Financial Conduct Authority as a director of Spring Finance Limited, a UK based FCA regulated mortgage lender. Born in South Africa, Martin graduated from the University of Cape Town in Commerce and Accounting and has been a member of the South African Institute of Chartered Accountants since 1999. T: +44 208 236 1423 E: martin@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ ELLIOT GOODMAN Group MD, Solicitor Elliot Goodman is the Group Managing Director of Clermont. He joined the Group in 2013 and was a key driver behind its growth in Switzerland, the BVI and the United States. Elliot has extensive experience in establishing and administering complex tax and estate planning structures for high-net-worth individuals and families and advising them on family governance matters. In 2010 Elliot was listed by Private Client Practitioner as one of the top 35 private client professionals under 35 globally and in 2013 was added to the Citywealth Leaders List (where he continues to appear). In 2020 Elliot won the Citywealth Client Rating Award, an award voted for exclusively by end clients, and won Trustee of the Year – Switzerland (Bronze) in the 2022 IFC Awards. Born in London, Elliot graduated from Manchester University with a degree in Architecture before qualifying as a Solicitor (England & Wales) in August 2002. He is also a full member of the Society of Trust and Estate Practitioners. T: +41 22 718 7743 E: elliot@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ JEFF MARGOLIS Jeff Margolis is a founder of the Clermont Group. He has over 35 years’ experience in the trust industry, having set up his own international trust management business in 1985 before merging it with Norman Epstein’s business to form the Clermont Group in 1996. Jeff qualified as a Chartered Accountant in Cape Town in 1963 and practiced there until 1979, becoming a partner of Epstein, Bloch & Co (now Grant Thornton). Following emigration to the UK in 1979 Jeff continued to practice as a Chartered Accountant before becoming a shareholder in a licenced deposit taking business. Jeff also co-founded Spring Finance Limited, a UK based FCA regulated mortgage lender, and the Cheval Bridging Finance Group which became a leading player in the regulated bridging finance market. T: +44 208 236 1420 E: jeff@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ SHARON SHAPSHAK Group CFO, Certified Accountant Sharon Shapshak is the Group Chief Financial Officer of Clermont and has been a member of the executive team since 2007. Sharon graduated from the University of the Witwatersrand with a Bachelor of Commerce in Accounting and qualified as a South African Professional Accountant in 1982. She spent 16 years in public practice in Johannesburg, including heading up the tax department of Octagon Chartered Accountants. Sharon joined London City firm Civvals Chartered Accountants following her emigration to the UK in 1999, where she became a partner. T: +44 208 236 1420 E: sharon@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ VALERIE DAGNAUD Team Head Valerie Dagnaud is an executive director and team head within the Clermont Group. Valerie joined Clermont in 2002 after 10 years working with high-net-worth clients at an international investment banking and brokerage firm. She has over twenty years’ experience in offshore trust and company administration, formation of estate planning structures, meeting global compliance obligations, and executing investment and property transactions for high-net-worth individuals and families. She is a full member of the Society of Trust and Estate Practitioners. T: +41 22 718 7816 E: valerie@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ MICHELLE SCHOENINGER Head of Swiss Operations, Lawyer Michelle Schoeninger is an executive director of the Clermont Group and joint Head of Swiss Operations. Michelle began her trust career in 2005 in a leading bank in Zurich, Switzerland. Prior, although a lawyer, she worked for several years as a trader. Moving to Geneva, Michelle worked for Summit Trust International Group and Investec Trust (Switzerland) SA, before joining Clermont in 2013. Her legal and finance background give Michelle the necessary tools to manage complex trust structures, which vary from investment vehicles for liquid assets, art collections, commercial and residential properties, private equity, charitable structures, private trust companies and family offices. Michelle speaks 6 languages and has an MBA in finance. T: +41 22 718 7740 E: michelle@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ KIM GROVER Head of Swiss Operations Kim Grover is an executive director of the Clermont Group and joint Head of Swiss Operations. Kim is TEP and FIA qualified with over 20 years’ experience of trust and corporate management, cross border estate and wealth planning. Kim manages complex family office structures for ultra-high net worth families, with particular emphasis on planning for UK resident non-domiciled persons and US persons. Prior to joining Clermont in 2015, Kim worked for an independent trust company in Jersey, Channel Islands and subsequently in Geneva. Kim particularly enjoys working with international families and helping to find a cohesive, multigenerational commitment to the management of family wealth. T: +41 22 718 7812 E: kim@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ TANYA SCANTLEBURY MD (British Virgin Islands), Barrister Tanya Scantlebury is the Managing Director of the Group’s British Virgin Islands office. She is a native of London and was Called to the Bar of England and Wales in 2005. She began her professional career as an in-house advocate and deputy team leader for a national firm of solicitors in the United Kingdom. In 2010, she was Called to the Bar of the Eastern Caribbean Supreme Court – British Virgin Islands. In 2011, Tanya relocated to the BVI and was employed as a civil and commercial litigator, before moving in-house as senior legal counsel for an international trust company where she advised on a vast range of contentious and non-contentious multi-jurisdictional trust and corporate matters. In 2016, Tanya joined Clermont and has been integral to the Group’s expansion in the BVI. In addition to her legal qualifications, she also holds TEP designation from the Society of Trust and Estate Practitioners and is a Notary Public and Commissioner for Oaths in the BVI. T: +1 284 852 1222 E: tanya@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ GAVIN LIEF MD (UK) Gavin Lief is the Managing Director of Clermont UK’s Trust and Corporate Services operation. Gavin previously held a leadership role for over 20 years’ for a multinational trust and fiduciary group including managing their UK corporate services office. Gavin establishes and administers UK Trusts and Companies as well as providing key contact services to a number of Group clients. Born in South Africa, Gavin graduated with a Business Science degree from the University of Cape Town. T: +44 208 236 1433 E: gavin@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ MARK ANDERSON Group COO Mark Anderson is the Group Chief Operating Officer. Born in South Africa, Mark graduated from the University of South Africa in Commerce and Information Systems and completed his Post Graduate studies in Information Systems with the Open University. He has over 20 years’ experience leading delivery, project and operational teams in the Wealth and Financial Services industries and joined the Clermont Group in 2018. T: '+44 208 236 1420 E: mark@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ NIGEL LEE Head of Mauritian Operations Nigel Lee is the Head of Mauritius Operations for the Clermont Group. He graduated from Curtin University of Technology, Perth, Australia with a degree in Mass Communication and is a member of the Society of Trust and Estate Practitioners. He has more than 10 years’ experience in the Global Business Sector in Mauritius with previous roles as Deputy Head of China Desk for DTOS Ltd and Chief Representative of DTOS International Ltd, Shanghai, China. T: +230 460 0527 E: nigel@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ DIDIER PARSAD Head of Accounting & Finance Didier Parsad is the Head of Accounting and Finance in Mauritius for the Clermont Group. He is a Fellow of The Association of Chartered Certified Accountants and a member of the Mauritius Institute of Professional Accountants. He has more than 10 years of experience in the global business sector with extensive knowledge in accounting and tax planning as well as structuring and administering companies and trusts in Mauritius. He joined the Clermont Group in 2019. T: +230 460 0529 E: didier@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ TANIA STEVEN-JENNINGS Relationship Manager, Attorney Tania Steven-Jennings is senior relationship manager for the Clermont Group. She graduated from the University of Cape Town in 2000 with a master’s degree in Tax and Company law and was admitted as an Attorney and Notary Public of the Cape High Court. She began her legal career in the Trust and Estates department at Cliffe Dekker in Cape Town before moving into the private client space and focusing of estate planning for high-net-worth South African families. Following her emigration to the UK, Tania joined Clermont in 2015. Tania holds a TEP designation from the Society of Trust and Estate Practitioners and is a member of FISA with over 15 years’ experience in trust and estate planning for South Africa families in relation to both their local and cross boarder estate planning. T: +44 208 236 1420 E: tania@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ JENNIFER ZELVIN MCCLOSKEY Trust Manager, Attorney Jennifer Zelvin McCloskey, J.D., LL.M, is a key consultant and adviser to the Group’s operations in the United States where she is an attorney, licensed to practice in Delaware, Pennsylvania, Florida and North Carolina, with over 15 years of experience in business planning, estate planning, and trust administration. Jennifer is also on the faculty at the University of Delaware, Lerner School of Business and Economics, serves as the Director of the Trust Management Minor, and teaches Business Law, Fiduciary Income Tax, Trust Management Symposium and Trusts and Other Fiduciary Entities. Jennifer received her Master of Laws in Taxation from Villanova University, Charles Widger School of Law, her Juris Doctorate from Delaware Law School, cum laude, and her bachelor’s degree from Florida State University. Prior to focusing her practice in the area of business planning, estate planning and trust administration, Jennifer served as an Assistant State Attorney in the 19th Judicial Circuit of Florida. T: +41 22 566 5902 E: Jennifer.Zelvin@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ GERHARD VOGES Senior Relationship Manager Gerhard Voges joined Clermont during September 2022 as a senior relationship manager based in Clermont’s Mauritius office, and is a member of the Fiduciary Institute of South Africa. His career includes 18 years in the international banking and trade finance businesses of several groups including ABSA Corporate (then Volkskas Bank), Rand Merchant Bank and the MeesPierson/ Fortis Group, before moving into the private client industry in 2002. Before joining Clermont, Gerhard spent over 17 years with a Guernsey based Trust company specialising in local and cross boarder estate planning requirements for high net-worth South African families. Gerhard is passionate about bringing his 35+ years of experience in the financial services industry to positively impact on his clients’ lives. T: +230 452 9197 E: gerhard@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ COLIN MOORE Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ ALEXIS JOANNIDES Director T: +35 722 556 556 Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ AASIM OOZEER Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ AHMAD STRACHAN Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ ALEXIS WYATT T: +1 284 852 1224 E: alexis@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ AMINA DOUSORUTH ACCA - Manager - Accounting & Finance T: +230 460 0525 E: amina@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ ANDINEE PERRY Trust Manager, Solicitor T: +41 22 566 5903 E: andinee.perry@clermonttrust.com Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ ANDREA AEGERTER Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ ANETA MARTIN Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ AURELIE BEESOO Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ AYMAN MAHERALLY Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ BRIAN CHEN Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ CAROLINE SCANLON Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ CHANDEESH SEWBALLUCK Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ DALE GEORGE-MALONE Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ DAMINI BOODHOOA Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ DAVID KIHOGO Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ DEBBIE SAUCEDE Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ DELPHINE CHONG Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ DHARYN PARAPEN Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ DHATRI DABY Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ DWIGHT DONOVAN Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ ELEESHA PANDOO Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ ELODIE THERESE Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ GABRIELA FEDULLO-LACHAT Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ GUSTAVE MARQUOT Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ HOURIA MESSOUS Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ ISABELLE BRINER Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ ISHALI PATEL Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ JANITH RAJARAM Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ JEANETTE JOSEPH Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ JENNIFER BRUN Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ JONATHAN VENCATACHELLUM Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ KANTA HIRANI Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ KATY SHAYLE Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ KELLY DERBYSHIRE Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ KEYUR DOSHI Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ LAETITIA BERTOLOTTI Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ LETICHIA JOSEPH Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ MAGALIE ALLAGHEN Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ MALISSA BARILLIER Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ NAIMA ZAHIR Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ NAIRAH DINAH Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ NAIZA DUSORUTH Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ NIDDHI SEETARAM Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ 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WD6 4RS ✖ SUMMAYYA SAUMTALLY Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ TAMARA OMAR Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ TINKA VIVODA-GOBEC Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ VICTORIA LEE Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ YANNICK LABONNE Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS ✖ YANUSHA DABY Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Herordshire WD6 4RS View More OUR SERVICES BESPOKE SOLUTIONS We advise private clients, family offices and corporate bodies in designing and establishing bespoke multi-jurisdictional structures and provide comprehensive administrative services for the life of those 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OUR OFFICES BRITISH VIRGIN ISLANDS Clermont Corporate Services Limited Harbour House Waterfront Drive PO Box 905, Road Town Tortola, VG1110 Tel: +1 284 494 6038 Fax: +1 284 494 6039 Email: contactus@clermonttrust.com UNITED KINGDOM Clermont Consultants (UK) Limited Regent House Allum Gate, Theobald Street Borehamwood Hertfordshire WD6 4RS Tel: +44 (0)20 8236 1420 Fax: +44 (0)20 8207 6159 Email: contactus@clermonttrust.com SWITZERLAND Clermont Trust (Switzerland) SA Clermont Consultants (CH) SA, Rue du Rhône 61 1204 Geneva Tel: +41 (0)22 718 7810 Fax: +41 (0)22 718 7819 Email: contactus@clermonttrust.com MAURITIUS Clermont Consultants (MU) Limited First Floor, 18, Uniciti Office Park Black River Road, Bambous, Mauritius Tel: +230 452 9197 Fax: +230 452 9051 Email: contactus@clermonttrust.com CYPRUS Clermont Holdings (CY) Limited 13 Agiou Prokopiou Street CY - 2406 Egkomi Nicosia Tel: +357 22 556 452 Fax: +357 22 556 300 Email: contactus@clermonttrust.com USA Clermont Consultants (USA) Corp. 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