We have one of the strongest private wealth, corporate and finance offshore legal teams with particular expertise in working with single and multi-family offices and their advisers.
Increasingly, wealthy families are seeking to establish a dedicated office of hand-picked professionals to support the management and administration of the structures that hold the family’s assets.
Carey Olsen has many years’ experience of establishing such arrangements, including in relation to the regulatory and operational issues that need to be considered when setting up in Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey and Jersey.
We understand that each family office is unique and we develop close relationships with our clients in order to understand their specific needs and requirements. We provide a discreet, personal service and are seen as trusted advisers with a deep understanding of the complexity surrounding the legal, business and personal aspects of running a family office.
Our lawyers advise on all aspects of the structures that are administered by the family office, including the use of private trustee entities where members of the family or trusted advisers can sit on the board of the trustee. We can also assist in the preparation of family constitutions and governance documentation to encourage consensus and limit disputes about how wealth is managed in the longer term.
Carey Olsen has extensive experience in setting up family structures to hold private investments, business interests, philanthropic undertakings, luxury assets, property holdings and to administer family interests in order to protect the family wealth for generations to come.
Our family office services:
- Asset Protection
- Family Office Structuring and Management
- Corporate Structuring and Governance
- Environmental, Social and Governance (ESG)
- Private Equity and Investment Funds
- Philanthropy
- Private Trust Companies
- Corporate Real Estate
- Property Law
- Regulatory
- Relocation Services and Immigration
- Succession and Estate Planning
- Trusts, Wills and Foundations
News and Deals
18 May 2022 | News
Carey Olsen shortlisted in the Chambers High Net Worth Awards 2022
25 April 2022 | News
Carey Olsen is Chambers' offshore law firm of the year
17 February 2022 | News
Chambers Global recognition for 20 lawyers from Carey Olsen's Caribbean practices
07 February 2022 | News
Carey Olsen strengthens trusts and private wealth offering in Asia with senior hire
03 February 2022 | News
Carey Olsen shortlisted for Chambers Europe Awards 2022
20 January 2022 | News
Carey Olsen's Russell Clark named in 2022 eprivateclient 50 Most Influential
Briefings and Articles
24 May 2022 | Article
'In The Matter The XYZ Trusts' reaffirms section 47 legal principles
19 May 2022 | Briefing
Guernsey foundations
14 March 2022 | Briefing
The application of Bermuda stamp duty to trust structures
21 February 2022 | Article
Cayman Islands trustees: Caught in the crossfire
10 February 2022 | Briefing
Probate and estate planning administration for Guernsey domiciliaries
10 February 2022 | Briefing