We advise on all aspects of trust law, including the establishment, administration, restructuring and termination of private, charitable, and commercial trusts and foundations. We act in a personal capacity as Protector, Enforcer and Director (of Private Trust Companies) for a number of discretionary trusts and are frequently instructed by blue-chip trust institutions.

As Private Client & Trust specialists our multi-jurisdictional team is committed to delivering the best outcomes for our clients.

For individuals, families and their advisers, we:

  • Provide counsel on international estate planning needs
  • Help with difficult decisions when administering trusts
  • Assist in creating a family’s own trust company helping to build family unity, empower future generations, and bring efficiency to the administration of family trusts
  • Act for trustees, beneficiaries, settlors and protectors on all manner of claims

For businesses, we:

  • Provide advice on the formation and administration of trusts and foundations for private wealth purposes
  • Offer advice on the formation and administration of commercial trusts and foundations, including those in connection with leasing and structured finance transactions

Our global presence enables us to provide comprehensive, multi-jurisdictional legal advice at the times most critical to our clients.

We operate in 10 highly regarded, and well-regulated, global locations. These include the key offshore jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Isle of Man, Jersey, Mauritius, and the Seychelles, as well as the international financial centres of Hong Kong and Shanghai.

Wealth planning is an increasingly global matter and our Private Client and Trusts team are continually developing our services, to offer clients choice, flexibility and practical solutions. We advise clients on how to achieve the most effective solution to fit their objectives, including guiding them to the most suitable jurisdiction. The team also works closely with lawyers from our other practice areas, including Dispute Resolution for the contentious aspects of trust work.

Our Experts

Fiona Chan

Partner: Hong Kong, Shanghai

T +852 2905 5760
E Email Fiona

Christopher Cope

Partner: Isle of Man

T +44 (0)1624 647 633
E Email Christopher

David Dorgan

Group Partner: Jersey

T +44 (0)1534 818 060
E Email David

Jeffrey Kirk

Managing Partner: BVI

T +1 284 393 5318
E Email Jeffrey

Vanessa Schrum

Partner: Bermuda

T +1 441 298 3299
E Email Vanessa

Vincent Chan

Counsel: Hong Kong, Shanghai

T +852 2905 5759
E Email Vincent

Michael Mello

Counsel: Bermuda

T +1 441 298 3209
E Email Michael

Esmond Brown

Senior Associate: Cayman Islands

T +1 345 814 2012
E Email Esmond

Paula Fry

Senior Associate*: Guernsey

T +44 (0)1481 755 907
E Email Paula

Caljonah Smith

Senior Associate: Bermuda

T +1 441 298 0995
E Email Caljonah

Melissa Wong

Associate: Isle of Man

T +44 (0)1624 647 602
E Email Melissa

Stuart Tyler

Partner: Guernsey

T +44 (0)1481 755 606
E Email Stuart

Andrew Willins

Partner: BVI

T +1 284 393 5323
E Email Andrew

Private Client & Trusts Services

Trust Disputes

Our leading Trust Disputes team has been involved in most of the major trust-related cases in Bermud...

Wealth Structuring

Our team provides advice on a wide range of trust and wealth structuring services.

Service Area Latest
23 Feb 2021 |

Trustee Knowledge Series - Intermediate Paper One - Duties of Trustees

Over the next twelve months, Appleby Private Client & Trust Partner David Dorgan will author and...

29 Jan 2021 | News

Appleby lawyers recognised in the Private Client Global Elite Directory

Lawyers from across three of Appleby’s global jurisdictions have been selected for the Global Elit...

25 Jan 2021 |

Appleby Bermuda contributes to Private Trust Companies handbook

Appleby have contributed to a new publication titled “Private Trust Companies: A Handbook for Advi...

18 Jan 2021 | News

Paula Fry is called to the Guernsey Bar

Appleby is delighted to announce that Paula Fry has been sworn in as an Advocate of the Royal Court ...

7 Jan 2021 |

Trustee Knowledge Series - Foundation Paper Four - The Regulation of Trustees

Over the next twelve months, Appleby Private Client & Trust Partner David Dorgan will author and...

6 Jan 2021 |

Executors navigating the “perfect (company) storm”

Corporate governance has become one of the most hotly debated topics in recent years. Whether it be ...

Contributors: Paula Fry
15 Dec 2020 |

Trustee Knowledge Series - Foundation Paper Three - Types of Trusts and their uses

Over the next twelve months, Appleby Private Client & Trust Partner David Dorgan will author and dis...

11 Dec 2020 | News

Appleby Hong Kong Partner Fiona Chan named as “Lawyer of the year for Offshore” at the Women in Business Law Awards 2020

Fiona Chan, has been recognised as “Lawyer of the Year for Offshore” at the Women in Business La...

8 Dec 2020 | News

Ashley Bento is called to the Bermuda Bar

Appleby is delighted to announce that Ashley Bento has been called to the Bermuda Bar. The ceremony ...