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

Partner: Jersey

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

Vanessa Schrum

Partner: Bermuda

T +1 441 298 3299
E Email Vanessa

Alison MacKrill

Group Partner: Guernsey

T +44 (0)1481 755 906
E Email Alison

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

T +1 345 814 2012
E Email Esmond

Paula Fry

Senior Associate: Guernsey

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

Caljonah Smith

Associate: Bermuda

T +1 441 298 0995
E Email Caljonah

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
5 Jun 2019 | News

Appleby attorney named “Private Client Lawyer of the Year”

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4 Jun 2019 |

Trusts: Lessons from Dickens but a modern story

Trusts to benefit beneficiaries are established for many reasons but generally are a way of protecti...

1 Jun 2019 |

A Substantial Undertaking: Thoughts for Trustees

Relevant jurisdictions were required to address the EU Code of Conduct Group’s concerns about ‘e...

24 May 2019 | News

Appleby sponsors, participates in Transcontinental International Forum

Appleby is, once again, proud to be a gold sponsor of the annual Private Client TransTrusts Internat...

Contributors: Alison MacKrill
24 May 2019 |

Reflections on the Transcontinental Trusts Conference 2019

Fraser Robertson, Partner in Dispute Resolution in Jersey, Esmond Brown, Senior Associate in the PC&...