People

Biography

Roberta Harvey

Partner, Head of Contentious Trusts and Estates

Roberta Harvey joined Forsters as a Partner in January 2019, and was appointed Head of the Contentious Trust and Estate (CTE) group on 1 April 2020.

Roberta is a specialist contentious trusts and estates lawyer and has an excellent reputation among her peers in representing high net worth individuals, family offices, trustees, protectors, executors and beneficiaries in respect of such matters. Examples of the cases Roberta deals with are as follows: validity issues, breach of trust, removal applications, construction arguments, freezing injunctions, asset tracing and recovery and the full remit of estate disputes. Roberta’s supportive and constructive approach to litigation inspires confidence in her clients. Roberta fiercely defends her clients’ best interests, while always considering the wider and long-term implications for their personal, financial and commercial interests. Taking a creative approach, Roberta will explore alternatives to court such as mediation, but will take matters to trial when necessary. Roberta also works closely with her family and private client colleagues and often advises on issues that arise in the context of divorce or post and pre-nuptial agreements or on stress testing trust structures.

Roberta is regularly asked to speak at industry conferences. Recent examples include the STEP Cayman International Wealth Structuring Forum, the Trust and Estates Litigation Forum in Marrakech where she spoke on a wide range of issues from fraud, to cross jurisdictional privilege. Roberta was also asked to speak at the Transcontinental Trust conference in March which has now been postponed to 2021. During the Covid-19 crisis Roberta has spoken with Richard Dew of ten old square in relation to Court of Protection matters via zoom. She also contributes regularly to national and international publications and during the course of this year has had articles published in the following publications: Financial Times, Tatler, Money Observer, Private Banker International, eprivateclient and the ThoughtLeaders4 Private Client magazine.

Roberta's reputation as a leader in her field was recognised recently by her appointment as a founding member of the inaugural Tatler HNW address book and by being recognised as a leading individual in the 2018 Chambers HNW Guide. Roberta is also listed in Legal Week’s Private Client Global Elite.


The Life Cycle of Family Wealth

From growing a business to starting a family or handing over control of that business to the next generation, every individual has their own goals to aspire to. Our Private Wealth lawyers advise our clients throughout this family life cycle, providing the legal advice required for specific transactions such as purchasing a home or selling a business, whilst also advising on the long-term opportunities for succession and estate planning.

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Awards and recognitions

"They are an elite-level firm, they're based in Mayfair and provide a Mayfair service. They punch above their level. What they do is really, really impressive."
Chambers HNW Guide 2018
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