Position

Deputy CEO

Index

Trusts, Structuring & Offshore

Tax & Offshore

Location

Geneve

Asset Class

Collectibles

Commercial property

Residential

Trusts

Yachts

Client Types

Private equity

Customer Type

Wealth adviser

Joanne Morse

Spear’s Review

Joanne Morse is deputy CEO at Summit Trust International. She joined the firm in 2011 and leads a team that specialises in advising on complex international trust structures

Morse is highly experienced when it comes to dealing with an array of real assets, such as yachts, fine art, vintage cars, and commercial and residential property. 

She explains that the firm is highly sensitive to family dynamics; however, they do not ‘shy away from having those awkward conversations’ when necessary.

As one of her co-workers outlines, Morse is ‘simply brilliant at technically complex structuring. She is extremely capable and hugely diplomatic, which makes her a client favourite.’ 

Rank: Top Recommended

Top Recommended 2024, Trusts, Structuring & Offshore

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