Bio
Rowena is a Private Client Partner.
A qualified member of the Society of Trust and Estate Practitioners (STEP) with more than 20 years’ experience, Rowena specialises in supporting clients to plan for the future, protect their assets, and manage change.
She works with high-net-worth individuals, families, business owners and landowners with agricultural assets, property portfolios, and experiencing key life event across a variety of personal asset management, estate planning, and related property matters.
Rowena’s expertise spans lifetime planning (including gifts, trusts, estate planning and succession considerations), illness and incapacity planning (including Powers of Attorney and arrangements for managing personal, business and property interests); and wills, probate and estate administration, including complex and long-running estates.
Examples of Rowena’s work includes:
- Advising individuals and families with complex family circumstances, including children with special needs or vulnerabilities.
- Supporting blended families across second, third, fourth or subsequent marriages or relationships to put appropriate wills and estate plans in place.
- Helping clients reorganise their affairs following divorce, bereavement or other significant life changes.
- Preparing tailored estate plans and wills for successful businesspeople with high-value estates, varied property interests and family business considerations.
- Assisting clients who wish to incorporate charitable and philanthropic intentions into their wider succession planning.
- Advising on Powers of Attorney and separate arrangements for different parts of an estate (such as personal assets, businesses and property portfolios), where affairs may need to be managed during illness, incapacity, or periods abroad.