It’s a Team Effort
Developing your family succession plan is always a team effort. You yourself are always the most important team member, but at a minimum, your team should also include an experienced lawyer and a good tax adviser. In many cases, others will need to be involved. This includes private bankers, family office, and financial and business advisers.
If you have your own advisers, then it’s usually best to use them – if they have the knowledge to help you. If not, then our wider team includes people who we can introduce and who can help you.
Your Team Member
My name is James Turnbull. I am enrolled as a barrister and solicitor of the High Court of New Zealand.
After completing my legal studies I started work in the estates and trusts department of a leading New Zealand law firm.
Since then, I have had many years of experience with families and with trusts and foundations in a range of different roles and in a number of different jurisdictions.
I am proud to have helped successful families from throughout the CEE region achieve their goals.
Some recent highlights include:
I founded the Czech Republic’s first specialist trust company, Svěřenské fondy a trusty s.r.o. with whichI still closely cooperate.
I am a member of the Advisory Board of PTT CZ s.r.o. This is a fantastic and fast-growing business specialising in the use of trusts in business.
I am co-author of a leading Czech textbook on trusts “Svěřenské fondy – krok za krokem” which is now in its third print edition. I am also the contributing editor of Trust Laws in the Czech Republic and Hungary.
I am the holder of the prestigious TEP designation issued by The Society of Trust and Estate Practitioners and Chairman of STEP’s Czech and Slovak chapter.
I am a board member of APRSF, the Czech Trusts Association.
I am often quoted in the media as an expert in my field.
I regularly train lawyers and others on trusts and foundations, including at APRSF Accreditation Courses. I take pride in making complicated concepts simple, clear and understandable.
If you would like more information about me, please feel free to get in touch.
