Who we are
Sam is our Client Services Director and is principally responsible for ensuring effective and high quality delivery of client service.
From leaving university Sam has worked for a number of larger independent Trust Companies and until recently was the head of client relationships at a medium sized firm prior to co-founding BOW. His particular areas of expertise are working with high net worth families and individuals seeking to enhance their wealth and structure their estates in addition to establishing property holding and development structures. Sam enjoys creating simple solutions to apparently complex problems.
Sam holds a BSc in Management with Trusts and Estates, the STEP Diploma and the ICSA Certificate and is a member of both the Society of Trust and Estate Practitioners and the Chartered Institute of Securities.
In his spare time Sam is a keen musician and performs regularly with a number of Jazz, Soul and Pop bands.