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...

Service Area Latest
25 Jun 2020 | News

Offshore Business Update

This is an update for our clients on how the authorities in our core jurisdictions are responding to...

17 Jun 2020 | News

Considerations for Trustees during COVID-19

Who saw a global pandemic coming in 2020?  Was anyone ready for it?  And could anyone have predict...

16 Jun 2020 |

Considerations for trustees during coronavirus (COVID-19)—the view from Jersey

Private Client analysis: Who saw a global pandemic coming in 2020? Was anyone ready for it? David Do...

1 Jun 2020 |

We are Family and the Vital Role of the Family Office

Avoiding “shirtsleeves to shirtsleeves” in three generations is a challenge for all wealthy fami...

Contributors: Stuart Tyler
27 May 2020 | News

Appleby Promotes Four to Senior Associate

Appleby has announced the promotion of Andrew Kuzma, Jamie Rego, Sam Riihiluoma and Caljonah Smith t...

25 May 2020 | News

Beyond the textbook: lateral thinking in complex blessing applications

On 14 February 2020, the Chief Justice of the Cayman Islands, the Honourable Anthony Smellie QC (CJ)...

Contributors: Esmond Brown
11 May 2020 |

Big Brother and The Pandemic

The coronavirus pandemic has caused untold global chaos, forced rapid digital transformation on busi...

3 Apr 2020 |

Estate planning during COVID-19

With people working from home and being surrounded by their spouse, children, and in some cases pare...

20 Mar 2020 |

The Future, Now...?

“Is this the real life, is this just fantasy? Caught in a landslide, no escape from reality” ...

16 Mar 2020 |

Filing deadline looms for Bermuda Private Trust Companies (PTC)

Bermuda’s regulatory regime for trust business has recently been enhanced. A framework for the sup...