Private trust company lawyers

We have acted for an international family office and its Monaco resident principal on complex cross-border estate, succession and governance planning, acting as a central coordinating hub for multi-jurisdictional advice across trust and corporate structures. Our work has included advising on the evolution and potential migration of key trust structures (including contingency “Plan B” arrangements), developing governance and control mechanisms to support succession across children from multiple relationships, coordinating interactions between Jersey and Australian structures (including beneficiary funding and entrepreneurial support), and advising on global incentivisation and investment platforms (including a Singapore investment company), reflecting our role as integrated adviser on long term wealth structuring, family governance and intergenerational planning.

We were instructed by this family, consisting of several members spanning two generations, in relation to setting up a private trust company structure (PTC). The PTC acts as a trustee of a master trust to hold the family office, family business and family investment entity. The beneficiaries of the master trust were a series of "feeder" trusts established for the benefit of each of the family members and their respective families together with a number of charitable entities. In addition, we advised the family on establishing a sophisticated governance structure, including a family council and family constitution.

We acted for a group of co-investors on the creation of offshore structures, family offices, and trusts to hold UK and global assets. Our advice included jurisdictional reviews, Shariah-compliant planning, and charitable structuring, alongside DIFC wills for UAE assets.

We have acted for an international family office and its Monaco resident principal on complex cross-border estate, succession and governance planning, acting as a central coordinating hub for multi-jurisdictional advice across trust and corporate structures. Our work has included advising on the evolution and potential migration of key trust structures (including contingency “Plan B” arrangements), developing governance and control mechanisms to support succession across children from multiple relationships, coordinating interactions between Jersey and Australian structures (including beneficiary funding and entrepreneurial support), and advising on global incentivisation and investment platforms (including a Singapore investment company), reflecting our role as integrated adviser on long term wealth structuring, family governance and intergenerational planning.

We acted for an ultra high net worth individual and her family office on complex cross border estate and succession planning, with particular emphasis on the design, establishment and ongoing funding of multiple bespoke trust structures for the next generation, including the use of income based planning to maximise tax efficiency. Our work also included the preparation of coordinated UK and US testamentary arrangements and the integration of trust planning with high value international asset holdings, delivering a cohesive framework for inheritance planning, wealth preservation and intergenerational transfer across jurisdictions.

Our team advised a US/UK dual‑national client on complex cross‑border estate and succession planning across assets in the US, UK, Europe and the Middle East, including the establishment of a Disabled Persons Trust to provide for a child with additional needs in a controlled and tax‑efficient manner, and the preparation of coordinated testamentary arrangements (including a worldwide will and DIFC will). Our work also involved reviewing and restructuring life insurance arrangements, advising on the governance and succession of an international consultancy business, and aligning estate planning with divorce proceedings and subsequent relocation to the UK, ensuring a cohesive framework addressing UK inheritance tax, US estate tax and wider cross‑border considerations.

We worked for a Greece-based family office of a family with USD 3 billion of shipping, mining, commodity trading and real-estate assets on the establishment of Cayman and Bermuda-based private trust company structures for the segregated protection and ongoing management of their personal and business interests in such a way that they are protected from domestic risks.

We advised a long-term UK resident European family on the reorganization of their trust structures in light of potentially penal changes to their home tax code. Private trust companies and trusts were converted into limited liability partnerships with the general partner mimicking the control and governance mechanisms previously used in the private trust company.

We acted for a group of co-investors on the creation of offshore structures, family offices, and trusts to hold UK and global assets. Our advice included jurisdictional reviews, Shariah-compliant planning, and charitable structuring, alongside DIFC wills for UAE assets.

Our team advised a US/UK dual‑national client on complex cross‑border estate and succession planning across assets in the US, UK, Europe and the Middle East, including the establishment of a Disabled Persons Trust to provide for a child with additional needs in a controlled and tax‑efficient manner, and the preparation of coordinated testamentary arrangements (including a worldwide will and DIFC will). Our work also involved reviewing and restructuring life insurance arrangements, advising on the governance and succession of an international consultancy business, and aligning estate planning with divorce proceedings and subsequent relocation to the UK, ensuring a cohesive framework addressing UK inheritance tax, US estate tax and wider cross‑border considerations.

We have acted for an international family office and its Monaco resident principal on complex cross-border estate, succession and governance planning, acting as a central coordinating hub for multi-jurisdictional advice across trust and corporate structures. Our work has included advising on the evolution and potential migration of key trust structures (including contingency “Plan B” arrangements), developing governance and control mechanisms to support succession across children from multiple relationships, coordinating interactions between Jersey and Australian structures (including beneficiary funding and entrepreneurial support), and advising on global incentivisation and investment platforms (including a Singapore investment company), reflecting our role as integrated adviser on long term wealth structuring, family governance and intergenerational planning.

Our team advised a US/UK dual‑national client on complex cross‑border estate and succession planning across assets in the US, UK, Europe and the Middle East, including the establishment of a Disabled Persons Trust to provide for a child with additional needs in a controlled and tax‑efficient manner, and the preparation of coordinated testamentary arrangements (including a worldwide will and DIFC will). Our work also involved reviewing and restructuring life insurance arrangements, advising on the governance and succession of an international consultancy business, and aligning estate planning with divorce proceedings and subsequent relocation to the UK, ensuring a cohesive framework addressing UK inheritance tax, US estate tax and wider cross‑border considerations.

We worked for a Greece-based family office of a family with USD 3 billion of shipping, mining, commodity trading and real-estate assets on the establishment of Cayman and Bermuda-based private trust company structures for the segregated protection and ongoing management of their personal and business interests in such a way that they are protected from domestic risks.

We worked alongside Brazilian counsel to advise a client on the FATCA and CRS reporting requirements applicable to their complex succession structure for his offshore assets. These included a private trust company, trusts, companies and other entities, a private investment fund and multiple investment accounts, and involved the Bahamas, the Cayman Islands, Switzerland and the US. The advice also needed to take into account the client's plans to relocate his family from Brazil to London, and possibly thereafter to New York City.

Creating multiple trusts, and private trust company arrangements to govern them, for a billionaire Mexican family to ensure compliance, confidentiality and efficiency in the management of their non-Mexican assets.

We advised clients with cross-border interests in relation to the construction of private trust company structures, which effectively allowed for family business succession planning, cost reduction and greater control over certain trust decisions and tax minimization in the jurisdiction of domicile and internationally.

We worked alongside Brazilian counsel to advise a client on the FATCA and CRS reporting requirements applicable to their complex succession structure for his offshore assets. These included a private trust company, trusts, companies and other entities, a private investment fund and multiple investment accounts, and involved the Bahamas, the Cayman Islands, Switzerland and the US. The advice also needed to take into account the client's plans to relocate his family from Brazil to London, and possibly thereafter to New York City.

We advised clients with cross-border interests in relation to the construction of private trust company structures, which effectively allowed for family business succession planning, cost reduction and greater control over certain trust decisions and tax minimization in the jurisdiction of domicile and internationally.

We acted for a group of co-investors on the creation of offshore structures, family offices, and trusts to hold UK and global assets. Our advice included jurisdictional reviews, Shariah-compliant planning, and charitable structuring, alongside DIFC wills for UAE assets.

We have acted for an international family office and its Monaco resident principal on complex cross-border estate, succession and governance planning, acting as a central coordinating hub for multi-jurisdictional advice across trust and corporate structures. Our work has included advising on the evolution and potential migration of key trust structures (including contingency “Plan B” arrangements), developing governance and control mechanisms to support succession across children from multiple relationships, coordinating interactions between Jersey and Australian structures (including beneficiary funding and entrepreneurial support), and advising on global incentivisation and investment platforms (including a Singapore investment company), reflecting our role as integrated adviser on long term wealth structuring, family governance and intergenerational planning.