Private Wealth

From simple to more sophisticated structures established for succession purposes, asset protection, tax efficiency, family governance or confidentiality, our team is focused on providing the right advice for each client.

Our lawyers regularly receive plaudits and awards: ‘Fantastic lawyer’, ‘technically sharp’, the ‘trust guru when it gets tricky’.

Our client base includes trustees, fiduciaries, settlors, beneficiaries and family offices and their advisers. High net worth clients in both mature and developing markets – particularly in Asia where we have offices in Hong Kong, Shanghai and Tokyo - looking for a trusted adviser to help them in securing their personal and professional future, benefit from our sensitive approach and innovative structuring.

We offer a seamless contentious and non-contentious advisory service which also includes relevant corporate support to structures underlying trusts. Our contentious trusts team can also help to resolve disputes concerning trusts and foundations, should the need arise.

In conjunction with our High Value Residency Teams in Jersey, Guernsey and Cayman, we advise domestic and international clients on buying and selling residential property and on the associated estate planning. Our wider services to individuals relocating their businesses and family include advising on residency applications and immigration matters in conjunction with trusted tax advisers, co-ordinating surveyors, architects, site and property finding professionals, as well as private banks to provide a seamless and personal service.

Services

Trusts and Foundations

  • BVI VISTA trusts
  • Cayman STAR trusts
  • Charitable and non-charitable purpose trusts
  • Employee benefit trusts and pensions
  • Family offices
  • Guernsey and Jersey Foundations
  • Private trust companies
  • Trust and ancillary deeds
  • Trust disputes

Banking and Finance

  • Conflicts of law
  • Inter-company loans
  • Financings by operating companies
  • Inter-company loans
  • Legal opinions
  • Wills and codicils

Corporate

  • Conflicts of law
  • Corporate advice to underlying structures
  • Family unit trusts
  • Family partnerships
  • Holding companies
  • Legal opinions
  • Private companies
  • Sale of operating company
  • Wills and codicils

ESG and Impact Integration structuring and advice

Establishment of Private Wealth Structures and ESG:

  • Establishment of private wealth structures primarily focused on ESG objectives (these might be charitable or non-charitable purpose trusts, foundations or companies limited by guarantee).
  • Establishment of traditional private wealth structures which are drafted to be compliant with ESG principles albeit for the wider benefit of the family.
  • The drafting of investment powers in trusts and foundations specifically around ESG principles and the family's wishes.

Advisory around ESG:

  • Advising trustees on the adoption of ESG principles and trustee investment duties.
  • Family governance advice on bringing in second and third generation beneficiaries to a structure's ESG policy and operations.
  • Assisting families to determine a workable ESG policy.
  • Amending family charter to include the family's wishes on ESG.

Trusts Advisory Group

  • BVI VISTA trusts
  • Cayman STAR trusts
  • Charitable and non-charitable purpose trusts
  • Corporate advice to underlying structures
  • Contentious trusts
  • Employee benefit trusts
  • Estate planning
  • Family Office
  • Guernsey and Jersey foundations
  • Trust establishment and advice
  • Philanthropic structures
  • Private trust companies
  • Regulatory

Wills and estate planning

  • Estate-planning advice
  • New wills for relocating families
  • Probate
  • Wills and codicils