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

Richard Grasby

Partner: Hong Kong

T +852 2905 5780
E Email Richard

Vanessa Schrum

Partner: Bermuda

T +1 441 298 3299
E Email Vanessa

Nichola Brennan

Counsel: Jersey

T +44 (0)1534 818 144
E Email Nichola

Paula Fry

Counsel: Guernsey

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

Melissa Wong

Senior Associate: Isle of Man

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

Giles Corbin

Consultant: Jersey

T +44 (0) 1534 818 352
E Email Giles

Service Area Latest
4 Dec 2023

Isle of Man Trusts and Trustees Act 2023 Update

The much anticipated Trusts and Trustees Act 2023 received Royal Assent on the 18 July 2023, bringin...

21 Nov 2023

Exploring Wealth Solutions Amidst Shifting Horizons with Appleby Partner Richard Grasby

Richard shared insights on global trends in wealth structuring and their relevance to Asian markets.

11 Oct 2023

The Powers that Be – how to navigate around the different types of powers of attorney in Guernsey and when you need a notary

Lisa Upham, Guernsey Advocate and a Notary Public, will look at specific issues relating to various ...

2 Oct 2023

Podcast: Legislation Updates & What’s on the Horizon

Appleby Bermuda team Jerome Wilson, Carl Meyer and Karim Creary delve into recent legislation cha...