Training and standards across Prime, with deep client work in family groups, tax structuring and estate planning.
Jules leads training and excellence across Prime, the conviction that the quality of every client interaction starts with how well the team itself is developed and held to standard. The work is quieter than the client-facing side, but it sets the tone for everything else.
His own client work focuses on family groups, tax structuring, and estate planning. Three areas where the work compounds over time and the relationship matters as much as the technical answer. The clients he advises tend to stay for the long run.
Outside of work, Jules keeps active in the water and the studio. Swimming is his go-to workout, he has been a devoted Bikram yoga practitioner for over fifteen years, and he has recently taken up outdoor group fitness.
Setting and holding the standard across Prime. The quality of advice clients receive starts with the quality of preparation behind it, and Jules leads the work that makes that real.
The structural and personal work that holds multi-generational families together. Entities, trusts, and the planning that sits underneath them, advised by someone who understands the layers.
Building the tax position into the structure rather than retrofitting it afterwards, and helping families think through what they want to pass on, well before the conversation becomes urgent.
Years of work across these industries means Jules already understands the rhythm, the regulator, and the kinds of decisions that come up. The advice arrives already in context.
Medical and allied health practices, service entities, and the payroll tax questions that come with them.
Explore industrySoftware and technology businesses that invest before they earn, with R&D claims, ESOPs and capital raising in the mix.
Explore industryRetailers and consumer brands selling across channels, where margin and stock move together.
Explore industryWhether you're looking for a new adviser, navigating a change or simply want a second perspective, tell us what's on your mind. We'll make sure you speak with the right person.
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