Charisma is an Associate in the firm’s Financial Services, Private Client, Trusts and Estates Practice Group.

Charisma’s practice focuses primarily on Trust and Estate matters and Financial Regulatory matters. She has processed hundreds of cross-border trust and estate planning transactions.

Recent transactions include:

• Assisted with the onboarding of many trust and other fiduciary structures in multiple jurisdictions with assets in excess of millions of dollars.
• Advised a trust company’s banking and wealth planning professionals on the company’s relevant KYC procedures, regulatory procedures, and any documentation deficiencies.

Bar Admissions

• Bar of England and Wales, 2015
• The Bahamas Bar, 2015

Education
Bar Professional Training Course (BPTC), Nottingham Trent University, Nottingham, United Kingdom
Graduate Diploma in Law, The University of Law, Manchester, United Kingdom
B.S. International Business and Finance, The University of North Carolina-Charlotte, Charlotte, North Carolina, USA

Society of Trust & Estate Practitioners (STEP)