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Chloe Garcia, Paralegal

Chloe assists the Zurich legal team with a wide range of Private Client issues, mainly relating to cross-border Tax, Trust and Succession matters.

Chloe Garcia, Paralegal

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Service:

Private Client

About

Chloe is a Paralegal in the Private Client department and assists the team with a wide range of Private Client issues, mainly relating to cross-border Tax, Trust and Succession matters. Prior to joining the Zurich office, Chloe worked as a US Tax Paralegal where she managed a large number of matters, including various complex cross-border tax issues, involving a diverse group of high net worth individuals and families. and gained wide experience in US and UK laws and regulations in a variety of aspects.

Chloe attended the University of Liverpool, gaining a Bsc in Economics. Chloe is currently studying the STEP Diploma in International Trust Management.

Experience

Handling a multimillion dollar cross-jurisdictional escrow issue.

Handling a trust set up for a complex multi-jurisdictional HNW family.

Managing over 200 US Tax disclosures.

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