Guernsey Private Wealth Forum

Wednesday 02 November

Guernsey Private Wealth Forum 2022

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.

Ogier

Ogier

Ogier

Ogier provides legal advice on Guernsey, BVI, Cayman, Irish, Jersey and Luxembourg law. Our network of locations also includes Beijing, Hong Kong, London, Shanghai, Singapore and Tokyo.

Ogier’s Trusts Advisory Group specialises in private client, dispute resolution and corporate law, drawing together experts with substantial experience across BVI, Cayman, Guernsey and Jersey law to provide a seamless contentious and non-contentious advisory service which also includes relevant corporate support.

Ogier is the only firm to receive a top-tier ranking across its Guernsey, Cayman and Jersey private wealth and contentious trusts services in the Chambers HNW Guide 2021.

Carbon Offset Sponsor

KPMG

KPMG

KPMG

Our Family Office and Private Client team in Guernsey engages with local and international clients who live in, or utilise Guernsey, as part of their private wealth structuring. We focus on developing long term relationships with families and their advisers, evolving alongside them on our journey together. Our network is invaluable and we work closely with our Global teams, bringing opportunities to Guernsey for International Families. We specialise in finding solutions and advisers to help Guernsey structures by giving them access to our experts around the world.

Gold Sponsors

IQEQ

IQ-EQ

IQEQ

IQ-EQ is a leading investor services group that brings together a rare combination of global technical expertise and deep understanding of client needs. We have the ‘know how’ and the ‘know you’ to provide a comprehensive range of compliance, administration, asset and advisory services to investment funds, multinational companies, family offices and private clients operating worldwide. Our group employs 4,000+ people in 24 jurisdictions across four continents and has assets under administration (AUA) exceeding US$500 billion.

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.

Ocorian

Ocorian

Ocorian

Promoting and protecting investment worldwide.

Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets.

We’re where our clients need us …

Our global network is designed to put us exactly where our clients need us to maximise the potential of their business and investments.

… and we work the way they want to work.

Our approach is personal, professional and flexible. We take the time to understand our clients' ambitions and work with them to deliver expert, customised, scalable solutions.

• Offices worldwide

• Expert teams

• Trusted partner with flexible solutions

Committed to your success.

Walkers

Walkers

Walkers

Walkers is a leading international law firm, practising six laws from ten jurisdictions, including Guernsey.

We provide legal, corporate, fiduciary and compliance services to global financial institutions, investment banks, capital markets participants, Fortune 500 corporations, arrangers, promoters and managers, Magic Circle and AmLaw 100 law firms, accounting firms, partnerships, trust companies and other fiduciaries. We are consistently ranked in the top tier of law firms by all leading global legal directories, including the Chambers and Partners Global Guide 2022, which ranks Walkers in 10 band one practice areas.