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
25 July 2022 | News
Asian family office surge shows no sign of slowing down as Singapore attracts new business
14 July 2022 | News
Carey Olsen leads offshore firms in Chambers High Net Worth 2022
29 June 2022 | News
Carey Olsen reaccredited as a STEP Platinum Employer
24 June 2022 | News
Carey Olsen named a finalist for two STEP Private Client Awards
20 June 2022 | News
Carey Olsen named as a finalist in the 2022 eprivateclient Excellence Awards
14 June 2022 | News
Five new partners for Carey Olsen in Bermuda, Jersey and London
Briefings and Articles
21 July 2022 | Briefing
Amendment to Bermuda Investment Business Act 2003 (IBA) broadens the scope of the regime
05 July 2022 | Article
Bermuda: A jurisdiction that resolves trust issues
21 June 2022 | Article
Bermuda trust law - the past 30 years
08 June 2022 | Article
Family office fundamentals – the Cayman Islands experience
24 May 2022 | Article
'In The Matter The XYZ Trusts' reaffirms section 47 legal principles
19 May 2022 | Briefing