Guernsey Private Wealth Forum 2022
Carey Olsen is the largest law firm in Guernsey and is celebrating its 125th anniversary in 2023. It has one of the largest Trusts and Private Wealth teams in the island. We are ranked as a Tier One firm for trusts and private wealth in both the Legal 500 UK and the Chambers HNW Guide 2023, the leading independent legal research publishers. We were also named as "Offshore Law Firm of the Year", at the 2023 Chambers HNW Awards and eprivateclient 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 is a global professional services firm providing practical advice on a unique combination of six laws: BVI, Cayman, Guernsey, Irish, Jersey, and Luxembourg. Our network of locations includes Beijing, Hong Kong, London, Shanghai, Singapore, and Tokyo.
Ogier offers a seamless contentious and non-contentious private wealth advisory service, which also includes relevant corporate support to structures underlying trusts. From simple to more sophisticated structures established for succession purposes, asset protection, tax efficiency, family governance or confidentiality, Ogier's private wealth team is focused on providing the right advice for each client.
Our contentious trusts team can also help to resolve disputes concerning trusts and foundations, should the need arise. And, in conjunction with our high-value residency teams in Cayman, Guernsey, and Jersey, Ogier also advises domestic and international clients on buying and selling residential property and on the associated estate planning. Our wider services to individuals relocating their businesses and family include advising on residency applications and immigration matters in conjunction with trusted tax advisers, coordinating surveyors, architects, site and property finding professionals, as well as private banks to provide a seamless and personal service.
Carbon Offset Sponsor
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.
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.
EXPERT, TAILORED SERVICE
Where it is needed. How it is needed.
Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets.
No matter where in the world our clients' hold financial interests, or however they are structured or need to be supported, we will provide a tailored and personalised solution that is individual to their needs and fully compliant to the needs of their stakeholders, regulators and the investment itself.
PROMOTING AND PROTECTING INVESTMENT WORLDWIDE
We are where our clients need us to be…
Our global network is designed to put us exactly where our clients need us to maximise the potential of their business and/or investments. This international reach, supported by a broad range of specialised services, allows us to meet the individual needs of all types and size of client, on a local, regional and international level.
… 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 collaboratively deliver a high-end customised and scalable solution that suits them, whatever the stage of their company or investment life cycle.
Agility is key. Our solutions can be fully integrated across clients’ existing operations, processes and platforms, whilst our robust risk management and governance framework ensures full visibility and compliance across all structures and locations.
• Global network of offices
• Expert teams
• Fully flexible platforms and processes
• Robust risk management
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.