Wealth Structuring

With a distinct presence in the Caribbean offshore territories of Bermuda, the British Virgin Islands and the Cayman Islands, together with our global network of offices in other key jurisdictions which includes the Crown Dependencies of Guernsey, the Isle of Man and Jersey, our team of offshore trust and private client lawyers provides advice on a wide range of trust and wealth structuring services.

We advise international individuals and their trustees’, family offices and other advisers, on all aspects of trusts and estates law including the establishment, administration restructuring and termination of private, charitable and commercial trusts and foundation structures.  We may also act in a personal capacity as protector, enforcer and director of private trust companies and foundations in suitable cases.

Specifically, we assist our clients in the areas of:

  • International asset holding structures to govern the control and succession of business and personal assets for high-net-worth families
  • Private trust companies and private foundations
  • Wills and estate planning
  • Family trusts, succession of wealth and control
  • Family constitutions/family governance
  • Asset protection which includes trust planning and pre-nuptial and post nuptial agreements
  • Philanthropic and charitable trusts and foundations.

In Cayman we have  led the way advising on the establishment of various foundation companies since their introduction in 2017. This is a new and innovative corporate solution for private clients when planning for wealth and succession planning, philanthropy, as well as to hold intellectual property rights including blockchain technology and other commercial applications. Our Cayman and Bermuda teams have also been prominent in providing cryptocurrency and blockchain services and we are amongst one of the first firms to successfully establish and launch initial coin offerings for our clients.

As a full service firm, we also provide a full suite of services to international private clients, advising on succession, estate planning and property transactions.  We work closely with our corporate and real estate departments and also draw on the expertise of our colleagues in our Dispute Resolution team to deal with a wide range of issues when their expertise is required.

Our Experts
  • All
  • Cayman Islands (1)
  • Bermuda (3)
  • Hong Kong (1)
  • Guernsey (1)
  • Isle of Man (1)
  • Jersey (1)
More news
Appleby-Website-Private-Client-and-Trusts-Practice-1905px-x-1400px
13 Mar 2026

A will trust can keep a home in the family

In Bermuda, a family homestead represents more than financial value; it embodies ancestral heritage and housing security.

Appleby-Website-Private-Client-and-Trusts-Practice-1905px-x-1400px
29 Jan 2026

Navigating estate administration in Bermuda

When a loved one dies, families are often left to navigate not only grief but also a complex legal and administrative process known as estate administration.

Appleby_preview_Bermuda_1
17 Nov 2025

Where there is a will, there is a claim

Imagine living with your partner for more than a decade, only to discover that under Bermuda law, you have no automatic right to their estate if they die without a will.