Samantha Holder-Leak
Director - Family Office
Sam is a Director in the Family Office division, with over 30 years of fiduciary experience mainly in the private client sector. She draws on her extensive expertise in the administration of complex, multi-jurisdictional structures for high and ultra-high net worth individuals, families and corporates, with assets ranging from quoted investments and real estate to family-owned trading businesses.
Prior to joining the Group in 2025, Sam held a variety of roles at JTC Group in both Jersey and Guernsey, progressing through key leadership positions, most recently serving as a Director in Private Client Services. Before this, she worked in a range of fiduciary roles before establishing the London office of Caversham; Caversham were acquired by JTC in 2010.
Sam is a qualified Trust and Estate Practitioner (TEP), and was recognised in the Citywealth Top 75 Trustees in 2024. She is a certified Mental Health First Aider and a committed advocate for strong team culture and wellbeing.
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