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OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... arrow&v By surname... Select person... arrow&v By expertise... Select expertise... arrow&v Reset Filters William Houseley Partner +41 44 227 6716 William.Houseley@rawlinson-hunter.ch William is based in the Zurich office and is a Director of Rawlinson & Hunter (Switzerland) AG and the licensed Trust company, R&H Trust Co. (Switzerland) AG. William specialises in private client services including the administration of complex international trust and asset holding structures, private trust companies and purpose trusts for ultra-high net worth individuals. William joined Rawlinson & Hunter as a Senior Trust Manager in March 2017 and has over ten years’ experience in the trust industry. Prior to joining Rawlinson & hunter, William spent nine years in a senior role with HSBC Trust Company in Zurich, working with private clients and structured finance vehicles, he also worked for Rothschild Trust (Schweiz) AG. William moved to Zurich with his family in 2006 and prior to that had worked in the legal function at businesses specialising in intellectual property licensing (in connection with the production and distribution of films and television programmes) and at the Wellcome Trust. William was called to the Bar at Lincoln’s Inn in 1999 and he is also a member of the Society of Trust and Estate Practitioners (STEP). Expertise

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... arrow&v By surname... Select person... arrow&v By expertise... Select expertise... arrow&v Reset Filters Andrew McCallum Senior Partner +41 0(22) 901 00 12 andrew.mccallum@rawlinson-hunter.ch Andrew is Senior Partner of the Swiss firm, leading both the Zurich and Geneva offices and having responsibility for the oversight of the Swiss firm’s trust, corporate administration, accounting and audit services. Andrew is a bilingual private client and corporate services partner with 25 years Swiss and international experience at board, trustee and audit committee level on trusts, foundations, companies, family offices and not-for-profit entities. He specialises in both private client and corporate services, including estate planning and the establishment and ongoing administration of complex international trust and foundation structures, private trust companies and purpose trusts. In addition to being trustee on family trusts, Andrew undertakes the accounting and auditing of trusts and underlying entities for other trustees and family offices. Andrew is a Chartered Accountant (Institute of Chartered Accountants of Scotland), an authorised “expert-auditor” in Switzerland, a qualified Trust and Estate Practitioner (TEP) and holds an MBA. Andrew sits on several industry leading boards and committees at the Society of Trust and Estate Practitioners (STEP), the Swiss Association of Trust Companies (SATC) and the International Federation of Red Cross and Red Crescent Societies (IFRC). He is currently Chair of the Swiss and Liechtenstein STEP Federation (2018-present), is Treasurer and Committee member of both STEP Geneva (2010-present) and the Swiss Association of Trust Companies (2018-present), is a member of the STEP Worldwide Governance Committee (2021-present) and is the Vice Chair of the Audit and Risk Commission of the International Federation of Red Cross and Red Crescent Societies (2009-present). Previously, he was member of STEP Worldwide Professional Standards Committee (2013-2020). Andrew is fluent in English and French, and is a dual British-Swiss national. He is a regular speaker at conferences and training courses and publisher of articles, and he has been called upon to provide expert evidence to Court in the area of private client financial statements and business analysis. Expertise

ESTATE PLANNING Estate planning demands a detailed appreciation of the circumstances of each client and the flexibility to respond to their wishes. Our emphasis on client relationships has enabled us to build a considerable reputation in this area. ​ Regular reviews of the estate and detailed illustrative calculations of potential liabilities keep our clients aware of opportunities available to them, while our international focus allows us to advise clients with assets in multiple jurisdictions. Frequent discussions with the client and the client’s family ensure that we are aware of their wishes as they develop and can act in their best interests. ​ For UK connected clients, the inheritance regime provides excellent opportunities to plan estates and protect family wealth through the use of lifetime gifts, trusts, family limited partnerships and careful consideration of wills. ​ Our expertise in tax planning means that we are an excellent choice for clients wishing to draft their wills in a tax efficient manner. Our partners are also experienced in acting as executors, alone or with family members or lawyers. We have all the necessary experience to deal with the administration of the estate, from the initial application for probate to the final distribution. The close relationships we build up with our clients mean that we can deal effectively with any sensitive family issues that arise. Our Specialists

PRIVACY The only personal data that this website can collect is: ​ If you choose to send us an email using one of the email addresses listed on the site. This email address will only be used to correspond with you. ​ ​ If you have any concerns or questions about the data that we collect and use for the client services we are providing then please contact the partner or director in the local office that provides the service to you.

CLEAR ADVICE IN A COMPLEX WORLD A personal, tailored service Tell me more about your... Services Select Service arrow&v Art Collectors Companies & Partnerships Domicile & Residence Estate Planning Matrimonial Disputes Personal Tax Investigations Personal Taxation Trusts & Foundatios I'm looking for... People Select Person arrow&v Andrew McCallum Leon Keen William Houseley

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... arrow&v By surname... Select person... arrow&v By expertise... Select expertise... arrow&v Reset Filters

REGISTERED OFFICES Zurich ​ Rawlinson & Hunter (Switzerland) AG R & H Trust Co. (Switzerland) AG Bellevueplatz 5 8001 Zurich Switzerland Geneva ​ Rawlinson & Hunter (Switzerland) AG R & H Trust Co. (Switzerland) AG Rue du Mont-Blanc 4 1201 Geneva Switzerland

PERSONAL TAX INVESTIGATIONS Great care must be taken with any tax enquiry, however innocent the initial approach. Tax investigations can put significant pressure on an individual or company and expert professional help can keep these pressures to a minimum. ​ We have an enviable reputation in this field with both private and corporate clients and Revenue Authorities. Our experience ranges from ad hoc factual enquiries at local level to full scale investigations. We appreciate the difficulties faced by clients under investigation and know how to minimise them. We are used to working with lawyers, where necessary, and can provide forensic accounting skills. We are used to negotiating with Revenue Authorities up to the highest levels. ​ We can ensure that a client’s exposure to liabilities, interest and penalties are kept to a minimum and that any investigation is dealt with quickly and efficiently. Our Specialists

OUR PEOPLE Search Our strength lies in our people whose expertise and commitment enable us to provide a top quality pro-active tailored service in every office. By forename... Select person... arrow&v By surname... Select person... arrow&v By expertise... Select expertise... arrow&v Reset Filters Leon Keen Partner +41 (0)44 227 6700 leon.keen@rawlinson-hunter.ch Leon joined the Zurich office as a director in March 2016. He is a tax and succession lawyer by training and practiced in London before moving to Zurich in 2013. He brings this background to his fiduciary role on substantial trust and other private wealth structures as a director of our trust company with its seat in Zurich and directly regulated by FINMA. Having studied Law and German Law at King’s College London and Humboldt Universität zu Berlin, Leon trained at Simmons & Simmons in London and qualified as an English solicitor in 2010. He then practised as a private client lawyer at Maurice Turnor Gardner in London, predominantly advising international individuals and families in relation to their personal tax and succession planning. Leon is a student member of STEP, a member of the young lawyers’ association AIJA and has fluent English and German, as well as basic Portuguese and Spanish. He is married, with a young son. Expertise

LEGAL Rawlinson & Hunter International is a grouping of independent firms with members throughout the world. It is not a legal entity in its own right and does not offer professional services in its own name. Each independent member of Rawlinson & Hunter International is a separate firm. These firms are not members of one international partnership or group, or otherwise necessarily legal partners or members with each other, nor is any one firm responsible for the services or activities of any other. Firms in certain jurisdictions offer services through a partnership structure or through the medium of limited liability vehicles, or both, depending on the nature of services offered. The partners and directors of each of the firms within the Rawlinson & Hunter grouping pride themselves on the shared ethos and quality of advice given across the Rawlinson & Hunter grouping. As a result, use is made throughout this website of the expressions “our” and “we” in reference to the service provided by each of the Rawlinson & Hunter firms. This should not be construed as Rawlinson & Hunter International existing as a single entity. Although the firms carry the same name, there is no common ownership among the firms of Rawlinson & Hunter International. This website is designed for the information of readers. Whilst every effort has been made to ensure accuracy, information contained on the site may not be comprehensive and readers should not act upon it without seeking professional advice. The application and impact of the laws can vary widely from case to case, based upon the specific or unique facts involved. Accordingly, the information in this site is not intended to serve as legal, accounting, financial or tax advice. Users are encouraged to consult with professional advisers at their local Rawlinson & Hunter International office for advice concerning specific matters before making any decision. A list of legal partners and directors of that office can only be obtained from that office and nothing in this website shall imply that any other persons mentioned herein are partners or members of that office.

INTERNATIONAL Our offices stretch from London to New Zealand, through Guernsey and Jersey to Switzerland, Bermuda, the Cayman Islands, the British Virgin Islands, Singapore and Australia. ​ The maze of UK and international law is complex to navigate alone, particularly for clients with profiles in many jurisdictions. Our grouping of offices can provide global advice and solutions. We administer billions of dollars of assets in offshore jurisdictions and specialise in providing trust and company administration services. Visit International Site

CONTACT US Office Address Zurich Rawlinson & Hunter (Switzerland) AG R & H Trust Co. (Switzerland) AG Bellevueplatz 5 8001 Zurich Switzerland T + 41 (0) 44 227 6700 E webenquiry.switzerland@rawlinson-hunter.com Geneva Rawlinson & Hunter (Switzerland) AG R & H Trust Co. (Switzerland) AG Rue du Mont-Blanc 4 1201 Geneva Switzerland T +41 (0) 22 901 00 12 E webenquiry.zurich@rawlinson-hunter.com