This handbook is a comprehensive resource for lawyers, accountants, family office executives and any others who advise ultra-wealthy families on private trust companies. Featuring chapters written by leading practitioners, it fully explores the legal, regulatory and practical dimensions of forming and operating a private trust company.

Bermuda is featured prominently with a chapter on ownership and governance structures of private trust companies co-authored by Partner Vanessa Schrum.

Vanessa Schrum said: “Appleby was pleased to contribute to the chapter on ownership and governance structures of private trust companies, which illustrates how these companies are owned, structured and decisions are made. This publication is very timely as wealthy families and organisations review trust structures following the impact of the global pandemic and seek to base structures in highly regarded, well-regulated locations.”

Vanessa added: “Bermuda features highly in the book and is touted as being one of the top six jurisdictions outside the US in which to form a private trust company, due primarily to Bermuda’s favourable legal and regulatory environment, developed legislation and good courts.”

This book is available in hardback format, and also as an e-book.

To order a copy, see https://www.globelawandbusiness.com/books/private-trust-companies

 

Share
Twitter LinkedIn Email Save as PDF
More Publications
30 May 2023

Appleby Bermuda Contributes to Private Trust Companies Handbook Second Edition

Vanessa Schrum, Partner and Group Head of Appleby’s Private Client and Trusts department in Bermud...

18 May 2023

Personal health information and your privacy

When Bermuda’s privacy laws come into full force, perhaps this year, one of the most sensitive are...

25 Apr 2023

Singularis Holdings: 10 Years’ Later

In 2013, the Caymanian liquidators of Singularis Holdings Limited (“SHL”) sought information fro...

Contributors: James Batten
24 Apr 2023

Passion for Transaction Motivates Adderley

Appleby Bermuda leader shares his journey to the top and his belief that hard work beats good grades...

24 Apr 2023

The Calculation of Holiday Pay for Employees with Irregular Hours

As we move into the summer months, employers are likely to receive more frequent requests for leave ...

20 Apr 2023

Bermuda leads in tackling climate change

Bermuda's proactive approach to climate change and environmental, social and governance (ESG) initia...

3 Apr 2023

No Surprise If It’s a Record Year for Cat Bonds

The coalescence of more deals, new sponsors, and importantly, new risks, suggests it could be an exp...

23 Mar 2023

Digital Assets in Bermuda – Unpacking the Proportionality Principle

A digital asset business wishing to obtain a licence under the Digital Asset Business Act 2018 will ...

Contributors: Karim Creary
10 Mar 2023

Bermuda Companies with Outsourced Services Should Review Contracts

It could be the influence of the Bermuda Triangle, but the convergence of several different circumst...

27 Feb 2023

Bermuda Businesses: Are You Ready to Comply with Our New Privacy Rules?

There have been recent indications from the Bermuda Government that Bermuda’s Personal Information...