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
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22 Apr 2026

Regulation, Regulation, Regulation

The article discusses updates to global trust guidance and regulation, as well as beneficial ownership and the regulatory burden on trustees that comes with increased transparency.

Appleby-Website-Private-Client-and-Trusts-Practice-1905px-x-1400px
15 Apr 2026

Purpose trusts: Bermuda’s answer to modern asset structuring

Purpose trusts represent a notable development in modern trust law, particularly within offshore financial jurisdictions such as Bermuda. Unlike traditional private trusts, which are established for the benefit of identifiable beneficiaries, purpose trusts are created to achieve specific objectives or purposes. Historically, common law jurisdictions were reluctant to recognise such arrangements due to the absence of beneficiaries capable of enforcing the trust. However, legislative reforms in Bermuda have significantly expanded the scope of trust law by expressly validating noncharitable purpose trusts. Through the enactment of the Trusts (Special Provisions) Act 1989 (‘the 1989 Act’), Bermuda introduced a statutory framework that allows trusts to exist for defined purposes, provided certain legal requirements are satisfied. This innovation has made Bermuda a leading jurisdiction for the establishment of purpose trusts, particularly in the fields of international finance, corporate structuring and private wealth management. This article examines the legal foundations of purpose trusts under Bermuda law, focusing on their historical development, statutory framework, requirements for validity, enforcement mechanisms and practical applications.

Trust Disputes
15 Apr 2026

Manx Court blesses a Trustee decision to retain funds for potential future liabilities

The judgment of C v D et al (judgment of 17 December 2025) in the Isle of Man provides trustees with the helpful confirmation that a trustee can seek the blessing of the Court of a decision to retain funds in circumstances where the trust faces potential future liabilities.

Appleby-Website-Private-Client-and-Trusts-Practice
30 Mar 2026

The X Trusts Decision – a Cayman Islands’ perspective

Appleby's Cayman Islands Trusts team takes a look at the X Trusts decision, confirming a wider role for trust protectors.