Legal services Trusts Advisory Group · Advising on resolving breaches of trust Court applications...

Legal servicesTrusts Advisory Group

"They provide atop-class,professionalservice withglobal reach."Chambers UK, Guernsey, Trusts Department,2019

ContentsWho we are 3What we do 4Our client service approach 6Contact us 8

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Who we areOur team’s strength is the qualityand breadth of our experiencedlawyers, who work together todeliver a discreet and professionalservice.

Ogier’s Trusts Advisory Group, ateam specialising in private client,dispute resolution and corporatelaw, draws together experts withsubstantial experience in Ogier’skey private client locations.

Our Private Wealth team advisestrustees, private banks, financialinstitutions, fiduciaries, familyoffices and high net worth clientsand their advisers on the lifecycleof trusts from establishment,restructuring and administrationto succession planning. We havein-depth knowledge of trusts andfoundations, enabling us toprovide flexible and practicalguidance on choosing the mosteffective structure and jurisdiction.

Our Dispute Resolution specialistshave a strong track record indealing with contentious issues.Ogier has acted successfully inmany of the headline internationaltrust and private client matters inrecent years in BVI, Cayman,Guernsey and Jersey.

A differentiating factor of ourTrusts Advisory Group is ourembedded corporate support tocorporate entities underlyingtrusts and foundations. All threeteams work together to provide aseamless service.

Services and areas coveredinclude:

Trust drafting and establishmentTrust adviceDiscretionary trustsCharitable and non-charitablepurpose trustsGuernsey and Jersey reservedpowers trustsBVI VISTA trustsCayman STAR trustsGuernsey and Jersey foundationsCorporate advice to underlyingstructuresPrivate trust companiesEmployee incentives andemployee benefit trustsRegulatoryFamily OfficeAdvising on resolving breaches oftrustCourt applications concerningtrustsTrust disputesEstate planningPensions

Proactive, dedicatedand extremelyknowledgeable.Chambers UK,Jersey, Private Clientand Trusts, 2019

Client-focused lawfirm where partnerspull their skillstogether to get thebest result.Legal 500, CaymanIslands, PrivateClient and Trusts,2018

Ogier isknowledgeable andauthoritative andprovides a calm andconsidered opinion.Legal 500 UK,Guernsey, PrivateClient and Trusts,2020

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What we doOur lawyers regularly receiveplaudits and awards: 'Fantasticlawyer', 'technically sharp', the'trust guru when it gets tricky'.

From simple to more sophisticatedstructures and whetherestablished for successionpurposes, asset protection, taxefficiency, family governance orconfidentiality, the team isfocused on providing the absolutebest and right advice for eachclient.

We advise trustees, settlors andbeneficiaries, and anyone elseconnected with trusts andfoundations, who all benefit fromour highly professional andsensitive approach.

Our team offers a seamlesscontentious and non-contentiousadvisory service which alsoincludes relevant corporatesupport to structures underlyingtrusts.

We can also help to resolvedisputes and make Courtapplications concerning trusts andfoundations, should the need arise.

While our Corporate team hasbeen involved on some of thelargest and most complicateddeals taking place in ourjurisdictions in recent years, wealso have extensive experience inadvising on the establishment ofmany forms of domestic andcrossborder corporate vehicles,trusts and partnerships.

We are a highly skilled specialistteam who use our expertise toprovide the best service to ourclients, at a level that cannotalways be provided by a moregeneralist practice. Expert advicewhen establishing private clientdocumentation can preventdifficulties and expense at a laterstage.

Trusted by market leadersOur Trusts Advisory Group receivereferrals and instructions fromsome of the leading global legaland financial trusts industryincluding banks, leadingaccountants and lawyers. We alsoact for many ultra high net worthindividuals and significant familyoffices.

They are professionaland responsive, andthe advice is to-the-point and wellconsidered.Chambers UK,Jersey, DisputeResolution, 2020

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James CampbellPartner

James’s strengths are his ability to cut through technical jargon and provide clear and concise advice.Chambers UK, 2019

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Our client service approach97% of our clients say theywould re-instruct us andrecommend us to others.

Our client satisfactionprogramme, run in conjunctionwith an independent researchagency, is both a measure and abenchmark for us to act onfeedback to continually improve.

Acuigen’s research helps us retainclient confidence as we evaluatehow effectively we scope theirwork and understand theirobjectives.

Clients tell us they value ourtechnical excellence, businessacumen and attention to clientservice. Satisfaction levels andlikelihood to recommend aredriven by meeting agreedtimescales, being commerciallyfocused, demonstrating innovativethinking and providing clear andunderstandable advice.

Fantastic legalknowledge andspeediness ofresponse.Chambers UK,Guernsey, TrustsDepartment, 2019

Always inspireconfidence byalways deliveringconcise and qualityadvice.Legal 500, Jersey,Private Client andTrusts, 2018

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Anthony PartridgePartnerCayman Islands

Technically excellent, gives top-notch advice and provides a unique perspective.Chambers and Partners HNW Directory, 2018

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Contact us

British Virgin Islands

Brian LacyPartnerT +1 284 852 7358M +1 284 542 7358brian.lacy@ogier.com

Ray WearmouthPartnerT +1 284 852 7364M +1 284 542 7364ray.wearmouth@ogier.com

Cayman Islands

Anthony PartridgePartnerT +1 345 815 1810M +1 345 525 1810anthony.partridge@ogier.com

Jennifer FoxPartnerT +1 345 815 1879M +1 345 526 1879jennifer.fox@ogier.com

Rachael ReynoldsPartnerT +1 345 815 1865M +1 345 516 2001rachael.reynolds@ogier.com

Giorgio SubiottoPartnerT +1 345 815 1872M +1 345 516 9071giorgio.subiotto@ogier.com

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Guernsey

Simon DaviesPartnerT +44 1481 737175M +44 7839 257234simon.davies@ogier.com

Gavin FergusonPartnerT +44 1481 752244M +44 7797 795378gavin.ferguson@ogier.com

Marcus LeesePartnerT +44 1481 737152M +44 7797 819856marcus.leese@ogier.com

Mathew NewmanPartnerT +44 1481 752253M +44 7797 819901mathew.newman@ogier.com

Hong Kong

Ray NgPartnerT +852 3656 6041M +852 6716 6377ray.ng@ogier.com

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Jersey

James CampbellPartnerT +44 1534 514230M +44 7797 772211james.campbell@ogier.com

Simon DinningPartnerT +44 1534 514251M +44 7797 788331simon.dinning@ogier.com

Sally EdwardsPartnerT +44 1534 514482sally.edwards@ogier.com

Damian EvansPartnerT +44 1534 514378M +44 7797 789435damian.evans@ogier.com

Edward MackerethGlobal Managing PartnerT +44 1534 514320M +44 7797 734377edward.mackereth@ogier.com

Josephine HowePartnerT +44 1534 514201M +44 7797 829061josephine.howe@ogier.com

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Jersey cont.

Steve MeiklejohnPartnerT +44 1534 514462steve.meiklejohn@ogier.com

Oliver PassmorePartnerT +44 1534 514247M +44 7797 824813oliver.passmore@ogier.com

Nick WilliamsPartnerT +44 1534 514318M +44 7829 700500nick.williams@ogier.com

Ogier provides practical advice on British Virgin Islands,Cayman Islands, Guernsey, Jersey and Luxembourg lawthrough our global network of offices. Ours is the only firmto advise on these five laws. We regularly win awards forthe quality of our client service, our work and our people.Regulatory information can be found at ogier.com

ogier.com

Contacts

British Virgin IslandsRitter HouseWickhams Cay IIPO Box 3170Road Town, TortolaBritish Virgin Islands VG1110T +1 284 852 7300F +1 284 852 7450E bvi@ogier.com

Cayman Islands89 Nexus WayCamana BayGrand CaymanCayman Islands KY1-9009T +1 345 949 9876F +1 345 949 9877E cayman@ogier.com

GuernseyRedwood HouseSt Julian's AvenueSt Peter PortGuernsey GY1 1WAT +44 1481 721672F+44 1481 721575E gsy@ogier.com

Hong Kong11th Floor Central Tower28 Queen's Road CentralCentralHong KongT +852 3656 6000F +852 3656 6001E hk@ogier.com

Jersey44 EsplanadeSt HelierJersey JE4 9WGChannel IslandsT +44 1534 514000F +44 1534 514444E jsy@ogier.com

London1st Floor99 BishopsgateLondon EC2M 3XDT +44 203 693 7178F +44 1534 514444E london@ogier.com

Luxembourg2-4 rue Eugène RuppertPO Box 2078L-1020 LuxembourgT +352 2712 2000F +352 2712 2001E luxembourg@ogier.com

ShanghaiRoom 3671Level 36 Shanghai InternationalFinance Centre Tower IINo. 8 Century AvenuePudong New AreaShanghai 200120ChinaT +86 21 6062 6294E shanghai@ogier.com

TokyoNisso 23 BuildingSuite 801Toranomon 3-8-25, Minato-kuTokyo 105-0001JapanT +81 3 6430 9500F +81 3 6430 9501E tokyo@ogier.com