“We are very much looking forward to this year’s conference which focuses on the stability and security of clients’ assets in the trusts industry, as well as family and contentious trust issues,” said Appleby Group Head of Private Client, Carlos de Serpa Pimentel. “The event is always well attended by high profile industry peers from across the globe and we are pleased to be participating actively again this year.”
Alison will be speaking on Offshore Update – Substance Rules and the EU Blacklist, while Carlos will be contributing on a panel entitled International Planning in Volatile Jurisdictions. Several members of the Private Client & Trusts team, led by Partner, Vanessa Schrum, as well as members of the Dispute Resolution team from our Bermuda office will also be attending the conference.
Appleby’s highly regarded Private Client & Trusts group provides trust and foundation services and advice to high net worth individuals, families, and fiduciary companies. They advise on all aspects of trust law, including the establishment, administration restructuring and termination of private, charitable, purpose commercial trusts and foundations. Members of the team act in a personal capacity as Protector, Enforcer and Director (of PTCs) for a number of discretionary trusts and are frequently instructed by blue-chip trust institutions.
