DIRECTOR, CLIENT ADVISORY, LONDON
WEALTH STRUCTURING & PLANNING

Andrew Sams, CTA

Andrew (“Andy”) takes great care to work closely with the firm’s clients to fully understand their objectives & aspirations, enabling him to deliver tailored long-term client-centric wealth planning strategies that incorporate the investment, tax and commercial implications of an ever evolving financial and fiscal landscape. Andy advises clients on the use of strategies to preserve & maximize intergenerational wealth transfer and acts as a liaison with clients’ outside advisors with respect to the development, implementation and ongoing oversight of sophisticated estate planning and charitable giving vehicles. This approach coupled with his passion for providing holistic family office solutions that encompass the multi-generational needs of the family-as-a-whole, makes him a valued and trusted advisor to those families he serves.

DIRECTOR, CLIENT ADVISORY, LONDON
WEALTH STRUCTURING & PLANNING

Andrew Sams, CTA

HISTORY

Prior to joining TwinFocus, Andy spent almost a decade working in the prestigious private client tax team of a leading ‘Big Four’ UK professional services firm advising Ultra-High Net Worth individuals and their families. His experience ranges from advising on the establishment and evolution of multi-jurisdictional family office structures, to dealing with family governance and succession planning matters, as well as advising on the acquisition and sale of closely held businesses and private equity interests. His in-depth technical knowledge and delivery of pragmatic client-focused solutions led to him being recognized as one of the UK’s Top 35 Under 35 Private Client Practitioners by ePrivateClient in 2016.

EDUCATION

Andy holds a BSc in Business Studies, majoring in Accountancy and Finance, from the University of Lancaster earning a 2:1 Honors degree. He holds the Association of Taxation Technicians qualification (ATT) and in 2011 successfully completed his Chartered Institute of Taxation (CIOT) exams to become a fully qualified Chartered Tax Adviser.

OUTSIDE THE OFFICE

Andy enjoys living in the English countryside with his family. He is an avid martial artist, having trained in a variety of disciplines, holding a black belt in Karate and regularly training in Krav Maga.