The branch committee

The committee of the STEP-Geneva branch is elected at the Annual General Meetings of the branch and its principal functions are to arrange events in furtherance of the society’s objects and to expand membership of the society. Details of the committee’s functions and election process are in sect. 2 and 6 of the branch regulations.

Committee members

Stephanie Jarrett
Stephanie Jarrett
Chairwoman/ STEP Council Member

Stephanie advises families with cross-border connections on their family and business governance, legal and tax issues, succession planning, asset protection and charitable planning, typically involving trusts or other suitable tools. Stephanie advises and provides training/coaching to UHNW families, private investment offices, and related institutions on strategic, protective, tax and legal issues. Stephanie is at ease working with families from all geographical regions and cultures.

Stephanie was previously a principal with Baker McKenzie for nearly 20 years, serving as Managing Partner of the Geneva office of the Firm in 2018/19 and also served variously as chair or member of the European Wealth Management Steering Committee of the Firm, the Global WM Steering Committee, and the European Tax Steering Committee.

Stephanie is a Committee Member of the Geneva branch of STEP (twice former chair) and is a member of the Advisory Board of the Swiss Association of Trust Companies. Stephanie is a STEP Council member-elect for Switzerland, taking office in 2020.

Stephanie lectures on tax and estate planning for post-graduate university programmes at the universities of Lausanne and Fribourg in Switzerland.

Stephanie also writes on current legal and tax topics and was editor of Baker McKenzie’s Private Wealth Newsletter for over ten years.

Justine Markovitz
Justine Markovitz
Vice-Chairwoman

Justine joined Withers London office in 1999 and became a principal in 2004, before becoming head of the Geneva Office in 2005. She specialises in trusts, tax and estate planning for high net worth individuals, with emphasis on planning for UK resident non-domiciliaries. She is a graduate of the Manchester University (BA Hons) and is admitted in England & Wales. Justine is a contributor to Tolley’s Planning and Administration of Trusts. She is also a member of the British Swiss Chamber of Commerce, the British Israel Law Association, the Charity Law Association and the Law Society of England and Wales.

Andrew McCallum
Andrew McCallum
Treasurer

Andrew is Managing Director at Rhone Trustees (Switzerland) SA, Geneva. He is Chair of STEP Switzerland and Liechtenstein, is a member of the STEP Worldwide Professional Standards Committee, and is a member of the Audit and Risk Commission of the International Federation of Red Cross and Red Crescent Societies. Andrew is a Chartered Accountant (ICAS) and is a registered auditor in Switzerland, the UK and Ireland. He specialises in the accounting and auditing of trust and corporate structures as well as being trustee on a portfolio of various family trusts.

Philippe de La Debutrie
Philippe de La Debutrie
Secretary & Website Liaison

c/o Rhone Trustees SA
20, rue Adrien Lachenal
1207 Geneva
Switzerland

Philippe Pulfer
Philippe Pulfer
Officer

Philippe Pulfer is a private client partner at Walder Wyss in Geneva. With more than 15 years of experience in his field, both in Geneva and London, he has developed a reputation as a leading expert advising individuals and families, trustees, banks, and lawyers from other jurisdictions, particularly UK solicitors, in wealth structuring and estate planning with an international focus. He also acts in complex, often multi-jurisdictional, succession and trust disputes. He advises charities and charity donors in all areas of philanthropy and sits on the board of non-profit organisations focusing on art and humanitarian causes. Philippe graduated from the University of Geneva in 1992 and has been admitted to the Geneva bar since 1995. He speaks French and English.

Olivier Sigg
Olivier Sigg
Officer

Olivier Sigg is a counsel in the private client team at Walder Wyss in Geneva. He has more than ten years of experience in this area of practice. He is known, both in Geneva and in London, where he worked for one year, as an expert in complex cross-border matters and is regularly instructed by foreign lawyers, in particular from common law jurisdictions. Olivier specialises in trusts, foundations, last wills and testaments. He provides advice to international high net worth individuals on estate planning, asset protection, relocation and philanthropy (in particular, advice to international charities). His practice involves international succession litigation and trust disputes. He graduated from the University of Geneva in 2002 and has been admitted to the Geneva bar since 2005. His professional languages are French, Italian, English and Spanish.

Edward Lavelle
Edward Lavelle
Education Leader

Edward Lavelle is an experienced trust practitioner having worked in the industry for over twenty years during which time he has held senior roles internationally in both bank owned and independent trust companies. Edward is currently the Head of Trust and Fiduciary Services at CISA Trust Company (Switzerland) SA. Edward is a graduate of the University of Birmingham where he took Law with Business Studies (LLB Hons).

Nicholas Pell
Nicholas Pell
OFFICER

Nicholas Pell is a Partner and Group General Counsel at Rhone Trust, an international group providing succession planning structures through its offices in Geneva, Nassau and Singapore. He is a qualified English solicitor and a specialist in estate planning, trusts, UK tax, philanthropy and automatic exchange of information. Before joining Rhone he spent eight years working in the private client team of Macfarlanes LLP in London.

Stephanie Hafner
Stephanie Hafner
Sponsorship Officer

Stephanie Hafner is the founder of Pottera & Cie, a multi-family office specialised in legal and administrative services. She is a qualified English solicitor. Prior to establishing Pottera, Stephanie worked as a solicitor at Kerman & Co in London and at Borel & Barbey in Geneva. She is a graduate of New York University where she obtained her Bachelor of Arts in Art History. She is fluent in English and French.

Fabianne de Vos Burchart
Fabianne de Vos Burchart
Luncheon Speakers

Fabianne is a Swiss qualified attorney, specialized in financial services. She advises financial institutions, such as banks, securities dealers and trust companies, on their legal and regulatory matters. Fabianne is a graduate of the University of Geneva and is admitted to the Geneva Bar. Her working languages are French, English and Italian.

Sophie Hart
Sophie Hart
Student Liaison Officer

Sophie is an associate solicitor in the private client and family team with Charles Russell Speechlys in Geneva. Sophie’s practice is centred on UK and international succession and estate planning, with a focus on advising individuals, families and trustees on wealth protection, lifetime planning, succession structuring and tax mitigation. Sophie’s practice also expands to advising on family and children matters, often with an international element.
Sophie works frequently with advisors from various jurisdictions to provide well-rounded solutions. She is admitted to practice as a solicitor in England & Wales.