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Big things are happening at Ogier. Change is embedded in everything we do. It is redefining our talent, our ways of working, our platforms of delivery, our culture.



We have the expertise to handle the most demanding transactions. Our commercial understanding and experience of working with leading financial institutions, professional advisers and regulatory bodies means we add real value to clients’ businesses.

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Our sector approach relies on smart collaboration between teams who have a deep understanding of related businesses and industry dynamics. The specific combination of our highly informed experts helps our clients to see around corners.

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Ogier provides practical advice on BVI, Cayman Islands, Guernsey, Irish, Jersey and Luxembourg law through our global network of offices across the Asian, Caribbean and European timezones. Ogier is the only firm to advise on this unique combination of laws.

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We get straight to the point, managing complexity to get to the essentials. Our global network of offices covers every time zone. 

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Tree Rings

Private Wealth and Jersey Private Funds

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The trustees, fiduciaries, settlors and beneficiaries of private wealth structures are invariably keen to explore new or alternative investment opportunities. A smaller scale collective investment approach involving one or more private wealth vehicles is becoming more common. We have significant experience advising on the applicability of the Jersey Private Funds regime to private wealth structures.  

A Jersey Private Fund is a private investment fund which involves the pooling of capital raised for the fund from 50 or fewer investors, which operates on the principle of risk spreading. It can take a number of forms, including companies, unit trusts and limited partnerships.

If it is appropriate in the circumstances, structures can be established for the purpose of enabling a pooled investment via a family trust, which pools its assets with a small select group of other parties, including another family trust, for example.

We can provide advice in relation to the establishment and ongoing operation of Jersey Private Funds in a private wealth context, or indeed an analysis of the participants in the structure to determine whether the structure would benefit from certain exemptions. 

We have significant experience advising on the establishment of Jersey Private Funds and on related matters, including

  • advising a family office on the establishment of a Jersey investment management company to construct a portfolio of investments in innovative companies

  • advising a UK-based family office on the establishment of trusts, holding vehicle and a discretionary investment platform involving multiple Jersey Private Funds to hold real estate assets

  • advising a UK-based family office on the establishment of a Jersey Private Fund to invest in insurance-linked securities

Private Wealth and Jersey Private Funds services

  • Advising on the establishment of private wealth structures focused on a collective investment approach
  • Working with the client’s onshore legal and tax advisers in relation to the drafting of the establishment documents for the Jersey Private Fund
  • The drafting of investment powers in trusts and foundations specifically around the relevant collective investment principles and the family's wishes
  • Advising trustees fiduciaries, settlors and beneficiaries on the applicability of the Jersey Private Fund regime to existing structures looking to engage in collective investment

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