Trusts & EstatesHigh Net Worth Individuals and corporate clients have an array of important wealth management needs, often with a multi-jurisdictional dimension. Families are becoming more global, tax/financial planning more heavily regulated, and international estate and probate administration more complex. Individual private clients seek solutions ranging from simple one generation succession planning trusts to more complex dynasty trusts designed to hold a family’s wealth for many generations. Meanwhile, trust companies and banks are looking to create sophisticated solutions using unit trusts, pension trusts or bespoke purpose trusts.
Our trusts team has earned a global reputation for excellence due to our personal, commercially sensitive, and pragmatic approach. Our lawyers have deep expertise in BVI VISTA Trusts, Cayman STAR Trusts and Cyprus International Trusts (CITs). We are market leaders in estate planning and investment, asset protection, tax/financial planning, succession planning, and international estate and probate administration. Additionally, we have strong experience in drafting all types of wills, from simple wills disposing of shares in a BVI, Cayman or Cyprus company, to more complex wills establishing family trusts.
We pioneered the development of BVI private trust company law and regulation, and created the BVI Share Trust, a simplified form of the VISTA trust for clients looking for one generation succession planning trusts. Our lawyers are well-versed in the establishment and operation of private trust companies, often in the context of highly complex overall structures.
With a global team spanning Bermuda, BVI, Cayman, London and Asia, we are able to support clients wherever they are worldwide. Our clients include the world's leading law firms, multinational corporations, major financial institutions and high net worth individual private clients.
Our trusts lawyers work alongside Harneys Fiduciary, which provides a full complement of corporate, wealth and fiduciary services in Bermuda, BVI and the Cayman Islands. We hold trust licenses in several jurisdictions and our product offering also includes Barbados, Hong Kong and New Zealand.
We also work closely with our leading litigation teams in Asia, London, Bermuda, BVI and Cayman to provide advice on trusts litigation and contentious matters involving complex tax and trusts structuring, cross-border probate, succession planning and international trusts disputes.
Our trusts team was shortlisted as a finalist for International Legal Team of the Year at the STEP Private Client Awards 2016/7.
For more information on the other services we provide as part of our private wealth offering please click here
• Family trusts
• Private trust companies and family office
• Charitable and non-charitable purpose trusts
• BVI VISTA trusts
• Cayman STAR trusts
• Commercial trusts
• Regulation of trusts and trust companies
• International wills
• International estate administration