Navigating complexity: key insights into trust restructuring and trustee privilege - Geneva

Changes in family dynamics, regulatory pressure, tax reform and geopolitical uncertainty increasingly require trustees and advisers to make complex decisions. In those moments, technical precision and clarity of judgment matter. 

Ogier and Serle Court are pleased to invite you to an exclusive seminar in Geneva examining two issues that are central to the effective administration of offshore structures: 

Trust restructuring: Commonly overlooked issues and lessons learned 
Trustee privilege: How and when privilege arises, and how it can be preserved 

This session is designed for senior fiduciary professionals, private client advisers and those working with high-net worth clients. 

Why should you attend? 

Developments in offshore trust law have a direct impact on fiduciary decision making and risk exposure. 

This seminar will provide: 

• practical insight drawn from recent restructuring exercises
• court informed perspective on trustee discretion
• guidance on privilege in contentious and pre contentious environments
• discussion of disclosure boundaries and fiduciary duties
• opportunity to engage directly with leading offshore and chancery specialists 

The focus is decision led and grounded in experience of high value cross border matters. 

The seminar will feature two expert panels covering: 

Restructuring trusts: commonly overlooked issues and lessons learned 

Chaired by Ogier's Global Head of Private Wealth, Matt Guthrie, this panel will examine: 

• points frequently missed in multi-jurisdictional trust restructuring exercises
• managing fiduciary risk during structural change
• lessons learned from recent complex mandates 

Matt leads Ogier’s Private Wealth practice globally and is widely recognised for advising high net worth families, trustees and family offices on sophisticated cross border structures. He is co-author of Guernsey Trust Law, the only text dedicated exclusively to trust and foundation law under Guernsey legislation and is regularly engaged in designing and implementing bespoke trust restructurings. 

The law of privilege: issues for trustees and how and when to preserve protection 

Chaired by Richard Wilson KC of Serle Court, this session will address: 

• when privilege attaches in a trustee context
• the boundaries of trustee disclosure obligations
• best practice when instructing counsel and foreign counsel
• common pitfalls in contentious trust environments 

Richard has appeared in many of the most significant trust cases of recent years, including Futter v Futter and Gany v Khan. His practice spans major offshore jurisdictions and frequently involves complex private international law issues. He has appeared before the Privy Council and appellate courts across key trust centres and regularly advises in high value cross border disputes. 

Event details 

Date: Tuesday 24 March 2026 
Time: 4.00pm–7.30pm  
Location: Four Seasons Hotel des Bergues, Geneva

Registration is required in advance. Places will be allocated on a first registered basis.

Alternatively, register for our Zurich Seminar here.

Register your place 

Register your place via the button at the top of this page. We look forward to welcoming you for what promises to be a focused and commercially relevant discussion, followed by the opportunity to network with peers. 

About Ogier

Ogier’s Trusts Advisory Group brings together contentious and non-contentious trust practitioners across our global offices to provide a seamless advisory service, supported by corporate specialists where required. 

Our Private Wealth team advises trustees, private banks and ultra-high net worth families across the full lifecycle of trusts, from establishment and restructuring to administration and succession planning. We combine deep knowledge of Jersey and Guernsey trust law with practical cross border structuring experience. 

Our dispute resolution specialists have acted in many of the leading international trust matters in Jersey, Guernsey and other major offshore jurisdictions, giving our advisory work a clear litigation-aware perspective. 

About Serle Court 

Serle Court is a leading commercial chancery set highly regarded for both onshore and offshore trust and probate work. Its members have been involved in a number of the most significant trust cases of recent years, bringing specialist litigation insight to complex fiduciary issues. 

The collaboration between Ogier and Serle Court brings together structuring expertise and court tested analysis, offering attendees a comprehensive view of how restructuring and privilege issues are currently approached in practice.