From establishing offshore trusts and foundations to navigating complex tax structures, our team of offshore trust lawyers provide meticulous guidance at every step. Trust in our expertise as a leading private client law firm to help navigate the intricate landscape of wealth management and to protect your interests effectively and across borders.
Offshore trust law
We advise on all aspects of offshore trust law, including the establishment, administration, restructuring and termination of private, charitable and commercial trusts and foundations. Our offshore trusts attorneys and lawyers 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.
With offices in more offshore jurisdictions than any other offshore law firm, Appleby’s global reach allows for a comprehensive approach to be taken by our trust and private client lawyers to ensure that clients receive tailored solutions backed by years of experience and expertise.
Recent praise of our Private Client & Trusts practice includes Chambers and Partners highlighting the fact that we “well regarded for our contentious and advisory trust work, including complex trust and foundation structuring, estate planning, and philanthropic ventures”.
Additionally, our trust litigation lawyers are adept at resolving disputes that may arise during the lifecycle of a trust, providing strategic counsel to protect a clients’ interests whether it be through alternative dispute resolution methods or through the courts.
Private Client & Trusts Services
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Trust Dispute Resolution for Private Clients
Our leading Trust Disputes team has been involved in most of the major trust-related cases in Bermuda, Cayman Islands, Guernsey, Isle of Man and Jersey.
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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.
Private client law firm
As private client and trust specialists, our multi-jurisdictional team is committed to delivering the best outcomes for our clients.
For individuals, families and their advisers, an offshore trust lawyer at Appleby can:
- Provide counsel on international estate planning needs and offshore trust law
- 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, an offshore trust lawyer at Appleby can:
- 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 in the area of offshore trust law at the times most critical to our clients.
We have offices in ten highly regarded, well-regulated global locations and practise the laws of eight jurisdictions. 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 & 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.
