Spear’s Review

Andrew Penney, Sequent’s global head of wealth planning, focuses on succession planning and asset protection for ‘internationally mobile’ families.

‘I talk to clients and find out what is important to them and what they want to achieve,’ Penney says.

A pivotal moment in his career was when ‘the arrogance of youth was replaced by the realisation that you will never stop learning’, he says. 

‘The challenge is then seeing how the universal principles fit together and applying past experience to help an Israeli family move to Brazil, or a Chinese family to invest in US real estate. It is the infinite kaleidoscope of different flows of people and capital that provides the challenge and the interest.’

Adviser Profile

Andrew has nearly 40 years experience navigating the tax and legal systems applicable in the UK, USA, Latin America and the Middle East as they pertain to structuring family owned assets including family businesses, real estate, art, intellectual property royalties and bankables.

He looks after and maintains key client relationships across Sequent Group, and has assisted clients across media, fashion, property and finance with their cross-border succession and estate planning. Andrew played a central role in establishing Sequent’s North American practice and Nevada-based trust company, and holds longstanding fiduciary roles for clients across various cross-jurisdictional structures.