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

Fiona Chan

Partner: Hong Kong, Shanghai

T +852 2905 5760
E Email Fiona

David Dorgan

Group Partner: Jersey

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

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

Melissa Wong

Senior Associate: Isle of Man

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

Paula Fry

Senior Associate*: Guernsey

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

Service Area Latest
8 Apr 2021 |

Trustee Knowledge Series - Intermediate Paper Three - Trustee Investments

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

31 Mar 2021 | News

Appleby announces new Partner and Counsel promotions

Appleby announces the promotion of three Partners and the appointment of five lawyers to the positio...

24 Mar 2021 | Media Statements

Appleby Shortlisted as International Law Firm of the Year

Citywealth’s Magic Circle Awards 2021 has, once again, shortlisted Appleby in its International La...

15 Mar 2021 |

Trustee Knowledge Series - Intermediate Paper Two - Trustee Liability, Limitation & Exoneration

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

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...