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 teams in the offshore world with 50 partners and associates providing advice on the laws of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey and Jersey to local and international clients and their advisers.

Our offices in Hong Kong and Singapore, with growing private wealth practices, also ensure that we are able to advise clients in Asia on both contentious and non-contentious trusts and private wealth matters.

Our global reach, scale and experience means that we are perfectly positioned to assist and advise on the most demanding and complex cases concerning wealth planning and asset protection as well as the more straightforward day-to-day instructions. We understand the longevity of trusts work, which is why we focus on building long-term relationships with our clients and their other 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, family offices, 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, executors and beneficiaries in contentious matters such as breach of trust actions, estate disputes, and other administrative applications that need to be made to the courts. 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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