Our work includes advising on the set up and administration of trusts, foundations, company and partnership structures, including charitable trusts and trusts used for commercial purposes and assisting with the completion of transactions being undertaken by trusts and other entities.
We also provide a wider range of services to this sector in respect of their own business needs including advice on regulatory issues, stock exchange listings, such as the Sanne Group IPO, and merger, acquisition and restructuring activity of trust businesses, including the recent MBO of the Appleby fiduciary business, now known as Estera.
Should disputes arise, we have an experienced trust litigation team who have been involved of many of the leading offshore trust disputes. They work closely with our non-contentious trust team to provide both the specialist trust advice and if required the courtroom expertise required in such cases.
News and Deals
30 January 2023 | News
Four Carey Olsen partners named 'Top Recommended Offshore Experts' in Spear's 500 2023
24 January 2023 | News
Carey Olsen adds new partner to Trusts and Private Wealth practice in Jersey
16 January 2023 | News
Alexa Saunders appointed Head of Trusts and Private Wealth at Carey Olsen in Jersey
09 January 2023 | News
Carey Olsen's Bernadette Carey elected to The International Academy of Estate and Trust Law
06 January 2023 | News
Carey Olsen's Claire van Overdijk appointed as King's Counsel
05 January 2023 | News
Carey Olsen announces nine senior promotions across group
Briefings and Articles
30 November 2022 | Article
Fractures in the family: Advising wealthy families in the midst of conflict
18 November 2022 | Briefing
A guide to blockchain and cryptocurrency regulation 2023: Bermuda (GLI chapter)
07 November 2022 | Article
The Contemporary Cayman Trust
06 September 2022 | Article
Investing with purpose: Guidance for trustees
21 July 2022 | Briefing
Amendment to Bermuda Investment Business Act 2003 (IBA) broadens the scope of the regime
05 July 2022 | Article