Roger Healy

Roger Healy, CFP®
Financial Advisor

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Roger has always been an expat. Roger’s family moved to the Cayman Islands when he was two. Roger has worked in financial services serving international clients for over 30 years. As an expat with over 30 years’ experience of serving individuals, couples and families from all over the world and helping US citizens manage their complex global affairs Roger may be able to help you and your family. Please feel free to contact him if you have any questions. Roger is always happy to meet new people and learn about their situation. Meetings can be held in person or via one of the many online video conferencing services.

Roger has advised family business leaders from around the world on inheritance and succession issues, including but not limited to, the structuring of private company holdings, global investment portfolios, real estate holdings and other non-financial assets. Roger has advised on the establishment of charitable foundations to build family philanthropy and designed programs for next-generation education and entrepreneurship development. Roger Healy lectures on Family Business Management in the MBA programs of the Leonard N. Stern School of Business at New York University.

Roger was Head of Private Trust at the Cayman Islands office of HSBC. Roger led the trustee’s legal team through the successful reorganization of a billion dollar holding in a family company through tax and inheritance litigation before the Chief Justice. He served as professional advisor to Middle Eastern Royals, Ambassadors and Government Ministers. Roger advised the HSBC’s Global Head of Private Trust at on policy matters covering Hong Kong, Singapore, Switzerland, the US and five UK Overseas Territories.

Roger is a Member of the Society of Trust and Estate Practitioners (STEP), New York Branch, and the Founding Treasurer of STEP Arabia. He is a member of the United Kingdom’s Institute of Chartered Secretaries and Administrators (ACIS), an American Bankers Association Certified Trust and Financial Advisor (CTFA), a CFP® CERTIFICANT, and Enrolled Agent and holds an MBA from the NYU Stern School of Business. Roger served on several boards including the board of trustees of The Young Peoples Chorus of New York City.

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