Alan Milgate

Partner

Cayman Islands

Contact

Tel: +1 (345) 949 7576 Download vCard >

Overview

Alan is a Partner with the Cayman Islands firm and specialises in private client services including international trust structures, private trust companies and purpose trusts, estate planning and wealth management.

He advises on the establishment and ongoing administration of Cayman Islands trusts and companies including acting as a director of a number of private trust companies, other regulated entities and other client companies. Alan is a director of The R&H Trust Co. Ltd. and The Harbour Trust Co. Ltd., duly licensed Cayman Islands trust companies owned and operated by Rawlinson & Hunter in the Cayman Islands.

Alan has over 20 years of international experience in the financial services industry and joined the Cayman practice in December 1997. Prior to moving to Cayman, his career included experience with the taxation practice of Deloitte in Canada and audit and assurance services in Canada, New Zealand and the Cayman Islands. He is a qualified Chartered Accountant (Canada), Trust and Estate Practitioner (TEP) and a Chartered Financial Analyst (CFA) charter holder.

He is a Past-Chairman of the Cayman Branch of STEP, a Member of STEP Global Council, Past-Chairman of the Cayman Chapter of AIMA and member of the Cayman Islands Institute of Professional Accountants.


Expertise

CharitiesCompanies & PartnershipsTrusts & Foundations