Leading Associates

Trusts/private client in Cayman Islands

Harneys

Harneys’ is recognised for delivering the full range of private wealth services, from non-contentious and semi-contentious advisory work through to complex trust litigation. The firm advises major participants in trusts and estates matters, including ultra-high-net-worth families, banks, and trust companies. Charles Moore combines trust structuring expertise with significant experience representing trustees, beneficiaries, and protectors in contentious proceedings, while Jessica Williams brings strengths in both contentious trusts and insolvency-related matters. Other key members of the team include Majdi Beji, who focuses on non-contentious private wealth work.

Praxisleiter:

Charles Moore; Jessica Williams


Weitere Kernanwälte:

Majdi Beji; Greg Coburn


Referenzen

‘Harneys have been excellent in the work they have been doing for us. They are very responsive, strategic, and commercial, and great with clients. They do set themselves apart from other firms in the market by the level of service provided.’

‘I strongly recommend Charles Moore, who is fantastic.‘

‘Charles Moore is an excellent lawyer with deep knowledge of international trust structures. Charles helps clients to achieve their objectives with a commercial and sensible approach.’

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Ogier

Ogier’s trusts and private client team is highly regarded for its involvement in many of the most significant trust matters before the local courts. The practice advises on all aspects of wealth structuring, succession planning, asset protection, family governance, and probate, while also providing a strong contentious offering. Rachael Reynolds leads the trusts disputes team and is renowned for her work in international trusts and asset tracing claims. Anthony Partridge heads the private wealth team, focusing on complex structuring and estate matters. Deborah Barker Roye brings deep expertise in contentious trust disputes, while Gregory Haddow specialises in bespoke trust structures and family governance solutions.

Praxisleiter:

Rachael Reynolds; Anthony Partridge


Weitere Kernanwälte:

Deborah Barker Roye; Gregory Haddow; Jennifer Fox; Christopher Levers; Jordan Constable


Referenzen

‘While their skills are a given, the team’s responsiveness and demeanour are also incredible. I would absolutely trust them with our clients.’

‘The ability to break down complex issues to particular family concerns and how different offshore tools could help (or would not be recommended) is welcomed by my clients that I send their way. I continue to have great experiences with Anthony Partridge and Rachael Reynolds.’

‘The Cayman team produced a seamless service to one of our Swiss-based clients. They instantly integrated into the wider advisory team and won the client’s trust.’

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Walkers

Walkers’ private capital and trusts team is regularly instructed on some of the most complex and high-value matters in the Cayman Islands, acting for ultra-high-net-worth individuals, entrepreneurs, family offices, and onshore advisers. The practice has notable strength in cross-border disputes involving jurisdictions such as the UK, Hong Kong, Bermuda, and the US. Philip Paschalides advises private clients and family offices on the financial aspects of cross-border transactions, while Monique Bhullar focuses on wealth structuring, private trusts, and estate planning. Shelley White is recognised as a leading trust disputes lawyer, frequently handling multi-jurisdictional cases. Lucy Diggle combines contentious and non-contentious expertise and leads the succession practice, advising on sophisticated international trust and estate issues.

Praxisleiter:

Philip Paschalides; Monique Bhullar; Shelley White


Weitere Kernanwälte:

Lucy Diggle; Philip Aubry; Scott Jones


Referenzen

‚The team combines deep technical expertise with a practical, solutions-focused approach.‘

‚They are proactive in anticipating issues and are willing to adapt their approach to suit the client’s priorities and timelines.‘

‚The individuals I have worked with at Walkers consistently combine technical excellence with commercial judgment. They listen closely to the client’s objectives and tailor their advice accordingly.‘

Kernmandanten

Bessemer Trust Company (Cayman) Limited


Butterfield Trust


Grant Thornton, Saad Investments Company Limited (in Official Liquidation)


Rawlinson & Hunter


Saffery Trust


Zedra


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Appleby

Appleby’s trusts and private client team is well regarded for its expertise in creating and advising on complex wealth structures for international families, as well as the use of trusts in commercial contexts, including securitisation and unit trusts. Carlos De Serpa Pimentel is a highly experienced adviser on private wealth structuring, while Sebastian Said is reputed for handling substantial contentious trust proceedings. Marcus Staff brings expertise in cross-border trust and insolvency disputes, and Esmond Brown advises HNW individuals, families, trustees, and private banks.

Praxisleiter:

Carlos de Serpa Pimentel; Sebastian Said


Weitere Kernanwälte:

Marcus Staff; Esmond Brown; Jackson Messer


Referenzen

‘Very experienced and knowledgeable team.’

‘No matter the situation, Esmond Brown is able to advise on any and all aspects of trusteeship, helping navigate some tricky situations with pragmatism.’

‘Esmond Brown is leading the next generation of private client partners in Cayman, sharp intellect and a very client-friendly way of practising.‘

Kernmandanten

Cayman Islands Chamber of Commerce Pension Trustees


Highlight-Mandate


  • Acted as Cayman counsel to the Cayman Islands Chamber of Commerce Pension Plan Trustees, one of the jurisdiction’s three major employer pension schemes. Our work includes amendments to the trust deed, advice on Covid-19 emergency withdrawal legislation, data protection issues, and a 2022 dispute with MUFG over fund management transfer.

Bedell Cristin

Bedell Cristin’s international private client team provides dedicated advice to international families and institutions, with a particular focus on professionalising private wealth structures. The team’s expertise extends to advising on matrimonial matters, including pre- and post-nuptial agreements, as part of wider wealth structuring solutions. Andrew Miller leads the practice, specialising in all aspects of international wealth planning, while Daniel Altneu is recognised as a leading immigration and residency-by-investment expert, guiding high-net-worth clients and their families through complex relocation matters. Fraser Allister advises on the establishment of trusts, foundations, and other offshore structures.

Praxisleiter:

Andrew Miller


Weitere Kernanwälte:

Daniel Altneu; Fraser Allister


Referenzen

‘Bedell Cristin has provided me with immigration services. They are extremely efficient, always replying to my requests for information in a swift and proactive manner. I am very impressed with the breadth of their knowledge. I have felt very well supported throughout the entire immigration process.‘

‘I have worked primarily with Daniel Altneu. Daniel is a lawyer who goes out of his way to best assist his clients. Daniel never baulked, never showed any sign of hesitation. On the contrary, he went out of his way to personally research and analyse and, thus, help me reach a proper, useful conclusion.’

‘The team are very professional, responsive, and knowledgeable when it comes to private client matters.’

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Carey Olsen

Carey Olsen’s trusts and private client team is highly regarded for advising a wide range of clients, including UHNW and HNW individuals, family offices, professional trustees, protectors, and major financial institutions. The group has deep expertise across all aspects of trusts and estate law, covering both contentious and non-contentious work. Practice head Bernadette Carey is a leading figure in the jurisdiction, frequently instructed on high-value, cross-border trust litigation, restructuring exercises, and complex estate matters. Graham Stoute complements the team with his focus on non-contentious issues, including trust structuring, estate administration, and probate advisory work.

Praxisleiter:

Bernadette Carey


Weitere Kernanwälte:

Graham Stoute; Katie Turney


Referenzen

‚We do a good amount of work with the private client team in Cayman, who we find excellent to deal with. They are calm, knowledgeable, and thorough and seem to have a good global outlook and enjoy good working relationships with their client families.’

‘Bernadette Carey is organised and across everything. She is a really brilliant operator in that she is able to understand and explain the technical and strategic aspects in a very relaxed, reassuring manner. She seems very in control. She is well supported by Katie Turney, who has been great to work with.’

‚Bernadette Carey is an outstanding Cayman Islands-based private client services lawyer. She is a go-to for private client work in the Cayman Islands and can handle highly complex matters with relative ease.‘

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Conyers

Conyers’ private client and trust team advises on a wide spectrum of complex, contentious and non-contentious trust and estate matters for individuals, families, trustees, private trust companies, and corporate clients. The practice is particularly strong in inheritance planning, private investment structures, and inter-generational wealth transfers, while also advising on regulatory issues affecting cross-border transactions. Head of team Robert Lindley is a prominent figure in the market, with extensive experience in high-value trust restructuring applications, Beddoe applications, and trustee direction matters before the Cayman courts. Sally Peedom further strengthens the practice, bringing notable expertise across both advisory private client work and trust litigation.

Praxisleiter:

Robert Lindley


Weitere Kernanwälte:

Sally Peedom


Referenzen

‚They have niche expertise.‘

‘Sally Peedom is empathetic, understanding, and good at using her knowledge to advise us in the right way.‘

‘Sally Peedom is a delight to work with. Knowledgeable, commercial, and user-friendly.’

Highlight-Mandate


  • Represented the enforcer of a Cayman Islands STAR trust in contested Beddoe proceedings.
  • Advising a HNW MENA-based family on the establishment of a Cayman Islands private trust company and trust structures.
  • Advising a Cayman Islands trustee on the restructuring of a trust and variation proceedings before the Cayman Islands Court.

Collas Crill

Collas Crill’s private client and trusts team is noted for its ability to handle technically complex cross-border wealth structuring and trust litigation. The practice forms part of the firm’s wider offering to high net worth individuals, families, family offices, and trustees, providing a full suite of services including regulatory advice, reorganisations, and residential property matters. Head of the Cayman team, Andrew Peedom, has a strong focus on both contentious and non-contentious trust litigation, regularly acting on significant disputes while also advising on broader private client and wealth management issues.

Praxisleiter:

Andrew Peedom


Referenzen

‘The firm has has provided remarkable advice, backed up by Andrew Peedom in the contentious area.’

‘Collas Crill has recently gone through a rejuvenation process; there is a lot of energy and desire for growth. They have made some great hires, expanding on a fantastic team. The future looks bright for Collas Crill.’

‘Andrew Peedom is a real asset to their contentious trust offering, a first-rate lawyer with great client skills. A real joy to work with. Andrew will always do right by his clients.’

Kernmandanten

Ocorian Trust (Cayman) Limited


Charles Russell Speechlys


Harbottle & Lewis


Aleman, Cordero, Galindo & Lee (and its fiduciary)


Cayman National Corporation


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HSM

HSM’s private client and trusts team advises on both contentious and non-contentious trust and estate matters, alongside a full suite of services for high-net-worth individuals. The team frequently works in tandem with its immigration practice to assist clients relocating to the Cayman Islands. Robert Mack leads the group and is highly experienced across the full spectrum of private client and trust work, including discretionary, fixed interest, and charitable trusts.

Praxisleiter:

Robert Mack


Weitere Kernanwälte:

Hilary Brooks


Kernmandanten

Deborah Poulton et al In the Matter of the Poulton Family Trust.


Nicole Connolly – Butterfield Trust (Cayman) Limited v A,B,C et. al (Cause 119 of 2020) – The Parakeet Bay Trust


Frederick & Neil Hamaty – the Second and Third Defendants in the case of In the matter of Hamaty v Hamaty


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Maples Group

Maples Group’s trusts and private client team advises a diverse client base that includes leading financial institutions, foreign governments, financial centres, and ultra-high-net-worth individuals. The practice covers estate and succession planning, commercial trusts, and trust litigation. Nicholas Holland leads the team, bringing specialist expertise in international and offshore trusts and estates, including establishing and administering trusts, navigating complex issues during their lifecycle, and advising on final distributions.

Praxisleiter:

Nicholas Holland


Weitere Kernanwälte:

Adam Huckle; Quentin Cregan; Myles Chingara


Referenzen

‘Maples Group’s trusts & private client practice represents a powerhouse of offshore expertise that seamlessly bridges multiple jurisdictions with unparalleled sophistication. Under Nick Holland’s visionary leadership as Global Head, the team has evolved into a truly international force that delivers cutting-edge solutions across the world’s most complex private wealth structures.‘

‚What sets this practice apart is its extraordinary global reach combined with deep local expertise in the Caribbean’s premier offshore jurisdictions. The team’s ability to navigate the intricate laws of both the BVI and Cayman Islands while maintaining strong connections across Asia, the Middle East, Europe, and the Americas creates a unique competitive advantage that few firms can match.‘

‚The practice’s innovative approach to multi-jurisdictional matters is particularly noteworthy. Rather than simply coordinating with local counsel, the team brings genuine expertise across multiple legal systems. This comprehensive jurisdictional fluency enables them to anticipate and navigate complex cross-border challenges with remarkable precision.‘

Kernmandanten

Maples Trustee Services (Cayman) Limited


Maples Trustee Services (BVI) Limited


MaplesFS Limited


Anonymised Family Trust


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Mourant

Mourant’s trusts and private client team is a key port of call for HNW and UHNW individuals, family offices, and trustees on trust structuring, trustee guidance, and regulatory compliance. Nicholas Fox leads the Cayman litigation and international trusts practice, while Tony Pursall heads the global Cayman and BVI private client group. Hector Robinson KC is regularly instructed as leading counsel before the Cayman Islands Grand Court and Court of Appeal.

Praxisleiter:

Nicholas Fox


Weitere Kernanwälte:

Tony Pursall; Hector Robinson KC; Jessica Vickers


Referenzen

‚Mourant is one of the leading offshore law firms and very much a ‚go-to‘ for trust-related matters, especially on the trust litigation side.‘

‚Hector Robinson KC has a massive profile and is well known for promoting the Cayman Trust practice.‘

‚I do a lot of work with Tony Pursall, who advises on BVI and Cayman law out of Mourants‘ London office. He is kind, focused, and excellent to work with.‘

Kernmandanten

Monique Hamaty-Simmonds


Highlight-Mandate


  • Appeared for the beneficiaries (including as Leading Counsel) in the trial of an action to set aside probate and to prove a codicil validating a copy of a lost and invalidly executed will.