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London & Capital US Family Office appoints Kristin Schaefer as Head of Relationship Management

By London & Capital | 19 Apr, 2023

London & Capital is delighted to announce the appointment of Kristin Schaefer as Head of Relationship Management for the US Family Office, with a focus on cross border Americans. Kristin joins us from JP Morgan where she led the Private Bank in Utah and Idaho.

Kristin brings with her deep understanding of international banking and wealth management having worked with some of the world’s most influential companies, families, entrepreneurs and investors over the last 24 years. Her expertise in advising US expats will be invaluable to our clients as they navigate the complexities of cross-border wealth management.

As a US expat herself, Kristin is uniquely positioned to provide valuable insight into the challenges faced by this community. Her understanding of the unique tax and regulatory environment that US expats operate in will be of great benefit to our clients.

Commenting on her appointment, Kristin said: “I am ecstatic to join London & Capital.  As I was making the move over from the States, and speaking with companies I may want to work for, I was also personally experiencing the pain US persons face with personal planning, structuring assets and US tax reporting.  I kept hearing one name from my personal advisors and that was, “London & Capital”.  I felt a connection with the team early on, not only culturally, but also through the US expat challenges I was facing, I knew I had to be a part of this – it was a no-brainer.”

Robert Paul, Partner and Head of the US Family Office said: “We are absolutely delighted that Kristin has joined the US Family Office. Kristin brings fantastic energy and experience to the team having led a Private Bank office in the US and leading an international strategy for US companies expanding into the UK. The ability to attract individuals of Kristin’s calibre is a terrific reflection of what the team has managed to build and will continue to ensure we advance our proposition for the families we look after”.

Kristin will be based in London and will report to Robert Paul the Head of the US Family Office. We welcome Kristin to London & Capital and wish her every success in her new role.

 

Whether you have a question or would like to start a conversation about your wealth management requirements, we would be happy to speak with you. Get in touch with London & Capital via our contact form or give us a call on +44 (0) 207 396 3388. To receive more related content subscribe here.

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