Guernsey Private Wealth Forum Webinar

Emerging from Crisis - Reshaping Family Offices
Wednesday 14 October 2020

Private Wealth Forum

Headline Sponsors

Carey Olsen

Carey Olsen

Carey Olsen

Carey Olsen is the largest law firm in Guernsey with the largest Trusts and Private Wealth team in the island. We are the only Guernsey law firm ranked as a Tier One firm for trusts and private wealth in both the Legal 500 and the Chambers HNW Guide, the leading independent legal research publishers. We were also named as "Offshore Law Firm of the Year", 2019 and 2020 at the Chambers HNW Awards.

Our global reach, scale and experience means that we are perfectly positioned to assist on the most demanding and complex cases concerning wealth planning and asset protection as well as the more straightforward day-to-day instructions. We understand the longevity of trusts and private wealth matters and we represent professional trustees, private individuals and families, banks, law and accountancy firms, financial institutions and charities from all over the world.

Our lawyers work across a range of structures including private, corporate, charitable, purpose and commercial trusts, foundations, family offices, partnerships and companies. We advise on settlor reserved power trusts, private trust company arrangements, pension and employee benefit schemes, wills and matters of inheritance, international estate planning, regulatory advice and trust-related disputes. For further information please visit www.careyolsen.com.

IQEQ

IQ-EQ

IQEQ

We are IQ-EQ, a leading investor services group that brings together a rare combination of global technical expertise and deep understanding of our clients’ needs. With a team of 3,000+ people across 23 jurisdictions, we provide a comprehensive range of compliance, administration, asset and advisory services to support fund managers, multinational companies, family offices and private clients operating worldwide.

We strongly believe that valuing both IQ and EQ is essential for our people, our clients and our business.

We recognise that our clients need a service provider with the scale to navigate complex regulations and requirements across multiple diverse jurisdictions. We have the ‘know how’ to keep on top of regulatory compliance and the resources to act fast. We use cutting-edge technology and robust processes to provide the best service. Our in-house training programme constantly develops our teams’ knowledge and skills. Whatever our clients want to achieve, we have the know how to deliver it.

We also know that trust and longevity form the basis of successful partnerships with our clients. Clients like having a single contact they know and who also knows them. We have this ‘know you’ talent. We assign a dedicated relationship manager to each client who remains their main point of contact throughout their relationship with us. Our people have the ability to anticipate and understand our clients’ needs. Whatever our clients want to achieve, we have the know you to make it happen.

Supporter Sponsors

Albecq

Albecq Trust Company Limited

Albecq

An independent, owner-directed trust company operating from Guernsey, Albecq prides itself on being approachable and knowledgeable in the establishment and ongoing support of different types of corporate and trust structures.

Our senior management team has over 100 years' experience in providing support and assistance to families and individuals throughout Europe and the Middle East. We listen to your exact circumstances, concerns and requirements so that we can suggest the best structure for you and your family.

We offer a range of services, including company secretarial, trustee and family office services as well as the provision of company officers, general and limited partners, trustees and protectors.

Rawlinson And Hunter

Rawlinson & Hunter

Rawlinson And Hunter

Rawlinson & Hunter is an international grouping of professional firms operating from 12 offices with over 50 partners and directors, over 500 staff and over 10,000 clients. R&H was originally established in London in 1933 and has been present in Guernsey since 1980 providing services to predominantly private clients. Guernsey is a well regulated international financial centre with a long established Trust and Company industry. The jurisdiction benefits from modern and innovative legislation, which we use to provide our clients with a service that is both flexible and responsive to their needs. We provide trustee and corporate administrative services, family office and private trust company services, together with advisory and accounting services associated with international structures. We work for both private clients and corporations located around the globe. We believe in providing excellent service with the aim of building quality long term relationships with our clients.

Trust Corporation International

Trust Corporation International

Trust Corporation International

Trust Corporation International has firmly established itself as one of Guernsey’s leading independent fiduciaries, specialising in proactive planning, wealth administration and corporate services. Characterised by independence and professionalism, the in-house technical expertise, director-led ethos and low director-to-staff ratio sets us apart. Our team has earned a reputation for administering complex and high-value structures which tend to sit outside the traditional comfort zone of many offshore fiduciaries.

Our objective is to be the "best in class" in each of our practice areas. We offer a carefully considered service, based upon proven experience and our professional backgrounds. We provide our clients, their advisers and family offices with exceptional service and believe that earning and maintaining trust is paramount.

Walkers

Walkers

Walkers

Walkers is a leading international law firm with a dedicated, specialist Private Capital & Trusts practice operating in the Asian, Caribbean and European timezones. Our partner-led team in Guernsey works with colleagues in Jersey, London, Dubai, BVI, Bermuda, Cayman, Hong Kong and Singapore to offer a commercial and fully-integrated service to a client base that includes wealth managers, onshore law firms, private banks and trust companies. We advise on all aspects of Guernsey law-governed trusts and foundations, and their use in private wealth structuring for asset protection and succession planning, supported by our specialist colleagues in litigation, regulation and company law. Our Guernsey team are specialists in private trust company and private trust foundation structures, particularly in the family office space. For further information please visit www.walkersglobal.com

Media Partner

Family Capital

Family Capital

Family Capital

Family Capital is an online publishing company dedicated to the global family enterprise sector. It is a modern, online "house magazine" for family enterprises, providing a service for those working in the sector by looking at the issues and stories that touch on their careers and lives.

As well as daily updated analysis of the biggest family office and family business stories, and interviews with big names, watch out for our in-depth reports on aspects of the family enterprise sector.