Helen Ellis-Smith

Helen Ellis-Smith manages client relationships at W8 Advisory, as well as liaising with various corporate and trust services administrators and private banks on behalf of our clients. She has over 10 years’ experience supporting entrepreneurs and single-family offices, including providing oversight of their family holding vehicles, giving key input on governance, communications and managing a diverse portfolio of non-financial assets across multiple jurisdictions. Helen has a background in financial services and a keen interest in succession planning and philanthropy. She is a member of the Chartered Institute of Securities & Investments, as well as the Society of Trust & Estate Practitioners (STEP).