Caroline Rao advises international clients on new or existing asset holding structures and provides bespoke individual solutions for the purpose of succession planning, asset protection, family governance, philanthropy and tax efficiency. She specialises in multi-jurisdictional structuring and cross-border issues.
Caroline advises ultra high net worth and high net worth international individuals and families, their family offices and trustees/fiduciaries based all over the world. She has advised clients in relation to a diverse range of asset classes, including real estate, financial portfolios, trading and investment companies, art collections, aircraft and yachts.
- International tax
- International succession planning
- Cross-border wills and probate
- Asset holding structures
- Philanthropic structures
- Family governance
- Asset protection
- Trustees’ fiduciary risk
Caroline is a full member of STEP and also part of the STEP GDPR working group. She has been recognised as a ‘Top 35 under 35’ by ePrivateclient and is named in the Citywealth Future Leaders list 2018.
Caroline has spent several weeks in the Middle East and South America with clients completing global structures and family governance projects.