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
21 Sep 2020 | News

Offshore Business Update

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26 Aug 2020 | News

Appleby and Appleby Global Services Bermuda sponsor and speak at International Trusts Conference

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26 Aug 2020 |

Beneficial Ownership and Control

Jersey applies the “Recommendations” of the Financial Action Task Force (FATF), which are recogn...

24 Aug 2020 | News

Appleby named as a finalist in STEP Private Client Awards

Appleby’s Private Client and Trusts team have been announced as a finalist in the Private Client L...

20 Aug 2020 |

Bermuda amends trust law firewall provisions and restores settlor’s freedom of disposition with respect to children

Vanessa Schrum reviews recent amendments to Bermuda’s trust laws which are intended to modernise ...

19 Aug 2020 |

Jersey Foundations – New Regulations Required

On 14 July 2020, Jersey adopted the Financial Services (Disclosure and Provision of Information) (Je...

4 Aug 2020 | News

Bermuda launches new one-year ‘Work From Bermuda’ residency initiative

Bermuda is now offering one-year residency for those who want to work or study remotely. Effective ...

23 Jul 2020 | Analysis

Facilitation of Cross Border Restructuring

As the impact of the Covid-19 pandemic deepens and a prolonged “U” shaped recession looks increa...

Contributors: Gemma Whale
15 Jul 2020 | News

Bermuda Modernises Trust Laws

Enhancements to Bermuda’s “firewall” provisions will soon be enacted. The government, with the...