Wiggin Osborne Fullerlove

Private client.

Rose is a trusted adviser to a number of high profile business families. She specialises in working with these families and their advisers to create bespoke wealth preservation structures which will withstand external attacks. She is particularly experienced in family governance, asset protection and defensive structuring. Rose also sets up and advises on family office structures and has considerable experience in drafting family constitutions. Recent examples of Rose’s work include: Creating a dynastic trust structure for a Middle Eastern business family which incorporated best practice governance principles at all levels of the structure. Rose designed the Bahamas Executive Entity, which was enshrined in legislation in 2012, to hold the shares of the private trust company and act as the supervisory body of this structure. Rose also advised on a family office and overarching family constitution. The level of governance included in this structure helped to improve the credit rating of the underlying business. Creating family governance structures for families in the UK, Switzerland and further afield in Asia and Latin America. Carrying out a risk review of several complex trust structures set up by Russian business associates, which highlighted areas of potential vulnerability and recommended both immediate and longer term fortifications to the structures. Creating Family Limited Partnership and Executive Entity platforms for a global private bank. Drafting a Global Services Agreement for a private bank. Working with a London based single family office to create a binding family constitution for its family members.

Trained at Simmons & Simmons and qualified into their private capital team (2002 to 2006); associate and partner in the private capital team at Wragge Lawrence Graham & Co LLP (and legacy Lawrence Graham) (associate from 2006 to 2012, partner from 2012 to 2014); partner at Wiggin Osborne Fullerlove from November 2014 to date. Publications of note: Spoken/speaking this year at conferences in Bermuda, the Bahamas and Monaco on the topics of ‘Family Offices’ and ‘Defensive Trust Structuring’. Presented on Private Trust Companies at the STEP Caribbean Conference in 2013. Broadcast on the BBC World Service Radio in a programme on Preserving the Wealth of the World’s Wealthiest in January 2011. Featured on the front page of the Sunday Times Business Section on 05 December 2010 in an article on ‘Chief Executives in Waiting’. Featured in the FNIOO Rising Stars list compiled by Financial News in December 2010. Featured in the Top 40 Rising Stars under 40 in European Wealth Management list compiled by Financial News in June 2010. Listed in Private Client Practitioner’s first Top 35 Under 35 in December 2009. Academic publication: STEP Journal – Pioneering Legislation The Bahamas Financial Services industry recently welcomed the Bahamas Executive Entity (28/05/2012); Private Banker International – Bahamas passes BEE offshore structure into law (15/03/20 12); Lawyer Monthly New Bahamas Law (14/03/2010); Private Banker International- Bahamas enacts innovative offshore trust structure (18/01/2012); FSC Report 2011 – Dynasty Structuring Using Common Law Foundations and Trusts (21/01/2011); The Nassau Guardian –The Bahamas Executive Entity (28/12/2010); Offshore Red – Trust innovation continues in the Bahamas (01/06/2010); STEP Journal – Executive solution – the new Bahamas Executive Foundation (01/10/2009); Private Client Practitioner – Planning for Tomorrow (01/10/2009); STEP Journal – The Dynasty Concept (01/09/2009).

French and German (both to A-level standard).

Society of Trusts and Estates Practitioners (STEP).

Uppingham School, Rutland; University of Exeter, LLB Law (1997-2000); Oxford Institute of Legal Practice, Postgraduate Diploma in Legal Practice (2001).

Outdoor pursuits, yoga, opera, travel and spending time with family.