I’m Roger Healy and I’m pleased you are here.

Roger Healy speaking

This is a picture of Roger Healy taken at NYU’s Leonard N. Stern School of Business while he was speaking to a group of students who had successfully completed an executive education course about family offices and advising family businesses. Roger was the lead faculty member and the Academic Director for the program.

Roger Healy

Roger Healy was born in Ireland, grew up in the Cayman Islands and attended secondary (high) school in Ireland. Roger Healy is a Chartered Secretary, a CFP® professional, an American Bankers Association’s Institute of Certified Bankers Certified Trust and Financial Adviser, an Enrolled Agent and holds an MBA from NYU.

Roger worked around the world (Cayman Islands, Dubai, London, New York) for some of the largest global wealth management organizations. Roger advised High Net Worth and Ultra High Net Worth clients and families on estate planning, wealth transfer and protection. These global families have complex problems and need custom solutions to meet their unique circumstances.

Being independent, Roger is able through Hibernian Financial to provide custom solutions, in partnership with any collection of service providers, and Roger can ensure that all parties put the clients’ interests first.

Roger Healy teaches Family Business Management and related topics as an adjunct at NYU. Roger speaks at conferences and gatherings. Most recently Roger has been speaking to families and entrepreneurs in China where he has had the pleasure of speaking to audiences, large and small, in cities as diverse as Beijing, Ningbo, Qingdao, and Shanghai.

With over 25 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.

Financial Planning for Americans in the UK book cover

Financial Planning for Americans in the United Kingdom

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