A key port of call for domestic and international corporations on trust matters, Appleby is well-versed in estate planning for high-net-worth individuals and families. Nicola Bruce is experienced in the amendment, establishment, and restructuring of trusts, while Claire van Overdijk is an international private law expert. Sam Riihiluoma handles liquidations, and Vanessa Schrum is another key team member.
Trusts/private client in Bermuda
Appleby
Praxisleiter:
Nicola Bruce; Claire van Overdijk KC; Sam Riihiluoma
Weitere Kernanwälte:
Vanessa Schrum
Kernmandanten
The Estate of Hung Wen-Hsiung
Highlight-Mandate
- Represented a client in claims issued against him in his capacity as advisor to the founders of one of Taiwan’s most significant business empires.
Carey Olsen Bermuda Limited
Often engaged in restructuring mandates, Carey Olsen Bermuda Limited is geared to handle trust licensing and establishment. The practice is led by Keith Robinson, who is well-versed in cross-border trust litigation, while Stephanie Bernard is proficient in wealth management structures. Other key members of the team include Laura Kearns, who is a key port of call for fiduciaries, and Oliver MacKay, who is experienced in trust disputes before the Supreme Court of Bermuda.
Praxisleiter:
Keith Robinson
Weitere Kernanwälte:
Stephanie Bernard; Laura Kearns; Oliver MacKay
Referenzen
‘The trusts and private client team at Carey Olsen Bermuda are the best in the jurisdiction, certainly our go-to team for all matters related to trusts. They are technically excellent and very responsive.’
‘Carey Olsen are by far the best on the island for complex trust litigation. They are not only at the top of their game technically, but also wonderful to work with. They would always be my first port of call in Bermuda.’
‘The Carey Olsen team stand out for their deep expertise, responsiveness, and practical, client-focused advice. They handle complex matters with ease and collaborate effectively across disciplines. Their use of technology, commitment to diversity, and ability to provide consistent, high-quality service make them a top-tier team compared to other firms.’
Kernmandanten
BCT Limited
Protectors of the Global Resource Trust
A major licensed Bermuda trust company
Highlight-Mandate
- Represented BCT Limited on a matter concerning a very substantial Bermuda trust worth US$ billions.
- Represented the Protectors of the Global Resource Trust on the Wong litigation.
- Successfully represented a Bermuda-licensed trust company in a contested Public Trustee v Cooper category 2 blessing application.
Conyers
Conyers’ broad caseload encompasses trust establishment, restructuring, and administration. Craig MacIntyre and Helen Cooper co-lead the practice, while Davina Hargun is skilled at estate planning. Satjivan Aujla handles private wealth disputes, Anne Campbell is a key port of call for lifetime and succession planning, and Grace Quinn is informed in the management of international trust structures.
Praxisleiter:
Craig MacIntyre; Helen Cooper
Weitere Kernanwälte:
Davina Hargun; Satjivan Aujla; Anne Campbell; Grace Quinn
Referenzen
‘A great team of thoroughly reliable professionals. They are highly responsive to all requests and very detailed and thorough in all of their work.‘
‘The breadth and depth of their trusts and private client offering in the region are second to none.’
‘They are always swiftly responsive, provide sophisticated, tailored advice, and have great strength and depth in their team. I have worked with several of the partners on numerous client matters over the years and have found all of them to be first-rate. Moreover, I have consistently found their associates to be knowledgeable and talented. I put them at the top of the global private client firms.’
Kernmandanten
Grand View Private Trust Company Limited