Trusts and Private Wealth

Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey and Jersey are renowned global finance centres with long-established fiduciary sectors. They are regulated to the highest standards of modern commercial practice.

Carey Olsen has one of the largest trusts and private wealth practices in the Channel Islands along with strong practices in Bermuda, the British Virgin Islands (BVI) and the Cayman Islands.

We have the scale and experience to resource the establishment of a range of offshore trust vehicles to assist with wealth planning and asset protection - from straightforward to more complex structures. We also advise on the ongoing administration and operation of offshore trusts. We understand the longevity of trusts work, which is why we focus on building long-term connections with our clients and their advisers.

We represent professional trustees, private individuals and families, banks, financial institutions and charities from all over the world. International law firms and accountancy practices look to us for support on projects that require specialist advice on the laws and regulations of our jurisdictions.

Our lawyers work across a range of structures including private, corporate, charitable, purpose and commercial trusts, foundations, partnerships and companies. We advise on settlor reserved power trusts, private trust company arrangements, pension and employee benefit schemes, wills and matters of inheritance, international estate planning, regulatory advice and trust-related disputes.

With a fully integrated practice, we also represent trustees and beneficiaries in contentious matters and administrative applications that need to be made to the court. Our contentious trust lawyers have appeared in many significant offshore trust cases to come before the courts, including representing clients before the Privy Council in the UK.

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