Ross has decades of experience working with successive generations of high net worth families.
Over the years Ross has helped generations of the same families to handle taxes, set up trusts, manage inheritance tax, administer companies and deal with the issues surrounding onshore and offshore investments and domiciled / non-domiciled status.
Ross's particular expertise lies in helping his clients to manage their multi-jurisdictional tax affairs. That can be anything from filing annual returns through to more complex cases of regularising tax compliance after a move, a marriage or an inheritance.
His clients are based around the world in locations including, USA, Hong Kong, Australia, Monaco, France, The Netherlands, Germany, Isle of Man, Jersey, Guernsey, Mauritius and Belgium.
In addition to working with his private clients, Ross is a founder of, and now acts as a consultant to, Satis Wealth Management. This network means, should a situation call for subject specialist advice, that expertise is immediately to hand.
Ross spent a decade as a tax specialist at Touche Ross / Deloitte. That experience gave him a detailed knowledge of UK, US and international tax for both individuals and businesses.
After Touche Ross / Deloitte Ross worked as an in-house tax and accounting expert for leading firm of City lawyers. While he is not a lawyer, this background has given him clearer insight into the legal documents and structures his clients may encounter.
Ross left the law firm to set up his own private practice. He started out with just one client and the business went from strength to strength. This entrepreneurial mindset means he is well-placed to advise clients who are also setting up or growing a business.
Ross is a Chartered Accountant and a member of the Institute of Chartered Accountants England and Wales (IACEW). He is also regulated by the FCA to give investment advice through Satis Wealth Management.