Isle of Man Solutions for Families, Succession & Estate Planning

Michael joined the Department for Enterprise after a 27-year career in the accountancy profession, including senior roles as a Director at Grant Thornton Limited and previously at PKF. A Fellow of the Institute of Chartered Accountants in England and Wales, he has also served as President of the Isle of Man Chamber of Commerce and Chair of the Isle of Man Society of Chartered Accountants. Having worked with organisations of all sizes across every sector of the Island’s economy, Michael brings deep commercial insight to his role, where his focus is on supporting the continued growth and long-term success of the Isle of Man’s financial services sector.

Anne brings nearly 25 years of senior-level experience in the trust and corporate services industry, with a strong track record in driving growth and building client relationships within the international private wealth sector. A trusted adviser to high and ultra-high-net-worth individuals, she has held senior roles as a Director, Trustee, and board member across multiple offshore jurisdictions, including the Isle of Man, Jersey, the Bahamas, Cayman Islands, Hong Kong, Switzerland, and the UK. Renowned for her people-focused approach, Anne works closely with private clients, advisers, intermediaries, and international teams to establish and manage trusts, foundations, and corporate structures. She also plays an active role in expanding intermediary networks, contributing thought leadership at industry events, and supporting private client matters across Asia, the Middle East, Europe, and the USA, while helping to drive strategic initiatives and new opportunities.

Catherine is an Associate Director and Head of Private Client and Trusts, and a qualified Manx Advocate and Commissioner for Oaths. She advises on all aspects of private client work, drawing on her experience at a large trust and corporate service provider and within a family office environment, where she supported the establishment and administration of trust and company structures for high net worth individuals.

He specialises in Portfolio Construction and Investment Selection. Dean has over 15 years experience working in the investment management industry and holds the CFA Investment Management Certificate, CISI Investment Advice Diploma, CFA Certificate in ESG Investing and achieved a Distinction in the level 6 CISI Certificate in Private Client Investment Advice & Management.

Dean currently chairs the firms Portfolio Construction Committee and Fund Selection Committee and is also an active member on Ramey Crookall’s Asset Allocation Committee.