Legal Services Trusts Advisory Group

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1 Legal Services Trusts Advisory Group

2 Very knowledgeable, very hard-working and very helpful. Chambers Global 2015, Cayman Islands, Dispute Resolution Contents Who we are 3 What we do 4 Our approach to client service 6 Contact us 8

3 Who we are Private clients need trusted advisers. In this field they are the clear leaders. Chambers UK,, Trusts, 2015 They have been exceptional to deal with. Chambers Europe 2015, Corporate & Finance Ogier provides excellent service. Legal 500 UK 2015,, Dispute Resolution A premier option in terms of fees and quality of service Legal 500 Cayman Islands 2016, Trusts/private client Our team s strength is the quality and breadth of our experienced lawyers, who work together to deliver a discreet and professional service. Ogier s Trusts Advisory Group, a team specialising in private client, dispute resolution and corporate law, draws together experts with substantial experience in Ogier s key private client locations. Our Private Client and Trusts team advises trustees, private banks, financial institutions, fiduciaries, family offices and high net worth clients and their advisers on the lifecycle of trusts from establishment, restructuring and administration to succession planning. We have in-depth knowledge of trusts and foundations, enabling us to provide flexible and practical guidance on choosing the most effective structure and jurisdiction. Our Dispute Resolution specialists have a strong track record in dealing with contentious issues. Ogier has acted successfully in many of the headline international trust and private client matters in recent years in BVI, Cayman, Guernsey and. A differentiating factor of our Trusts Advisory Group is our embedded corporate support to corporate entities underlying trusts and foundations. All three teams work together to provide a seamless service. Services and areas covered include: Trust drafting and establishment Trust advice Discretionary trusts Charitable and non-charitable purpose trusts Guernsey and reserved powers trusts BVI VISTA trusts Cayman STAR trusts Guernsey and foundations Corporate advice to underlying structures Private trust companies Employee incentives and employee benefit trusts Regulatory Family Office Advising on resolving breaches of trust Court applications concerning trusts Trust disputes Estate planning Pensions Trusts Advisory Group 3

4 What we do Our lawyers regularly receive plaudits and awards: Fantastic lawyer, technically sharp, the trust guru when it gets tricky. High-quality, responsive and cost effective. Legal 500, Cayman Islands, Trusts / Private Client, 2014 The team is packed full of intelligent proactive and gifted lawyers who bring a sensible, robust and commercial approach to their work. Chambers UK 2015, Guernsey, Dispute Resolution Their work is first class. Chambers UK 2015,, Corporate & Finance From simple to more sophisticated structures and whether established for succession purposes, asset protection, tax efficiency, family governance or confidentiality, the team is focused on providing the absolute best and right advice for each client. We advise trustees, settlors and beneficiaries, and anyone else connected with trusts and foundations, who all benefit from our highly professional and sensitive approach. Our team offers a seamless contentious and non-contentious advisory service which also includes relevant corporate support to structures underlying trusts. We can also help to resolve disputes and make Court applications concerning trusts and foundations, should the need arise. While our Corporate and Commercial team has been involved on some of the largest and most complicated deals taking place in our jurisdictions in recent years, we also have extensive experience in advising on the establishment of many forms of domestic and crossborder corporate vehicles, trusts and partnerships. We are a highly skilled specialist team who use our expertise to provide the best service to our clients, at a level that cannot always be provided by a more generalist practice. Expert advice when establishing private client documentation can prevent difficulties and expense at a later stage. Trusted by market leaders Our Trusts Advisory Group receive referrals and instructions from some of the leading global legal and financial trusts industry including banks, leading accountants and lawyers. We also act for many ultra high net worth individuals and significant family offices. 4 Trusts Advisory Group

5 11 Citywealth recommends 11 of Ogier s senior private client specialists in its Leaders List Sally Edwards Global head of Private Client and Trusts Trusts Advisory Group 5

6 Our approach to client service 97% of our clients say they would re-instruct us and recommend us to others. Ogier combines a wide depth of knowledge with a quick turnaround time. Legal 500, Guernsey, Private Client, Trusts and Tax, 2014 They are very good they respond very quickly, are very familiar with BVI laws, and understand the court system and cross-border matters very well. Chambers 2015, BVI, Dispute Resolution Our client satisfaction programme, run in conjunction with an independent research agency, is both a measure and a benchmark for us to act on feedback to continually improve. Acuigen s research helps us retain client confidence as we evaluate how effectively we scope their work and understand their objectives. Clients tell us they value our technical excellence, business acumen and attention to client service. Satisfaction levels and likelihood to recommend are driven by meeting agreed timescales, being commercially focused, demonstrating innovative thinking and providing clear and understandable advice. Ogier never fails to deliver an exceptional level of service. Legal 500 UK 2015,, Private Client and Trusts 6 Trusts Advisory Group

7 1 ST Ogier was named International Legal Team of the Year 2015 at the STEP Private Client Awards. Anthony Partridge Partner Cayman Islands Trusts Advisory Group 7

com Cayman Islands Cayman Islands Giorgio

8 Contact us BVI Cayman Islands Ray Wearmouth Partner - Corporate and Commercial ray.wearmouth@ogier.com Anthony Partridge anthony.partridge@ogier.com Cayman Islands Cayman Islands Giorgio Subiotto giorgio.subiotto@ogier.com Rachael Reynolds rachael.reynolds@ogier.com Cayman Islands Ulrich Payne ulrich.payne@ogier.com 8 Trusts Advisory Group

9 Guernsey Guernsey Gavin Ferguson Marcus Leese Guernsey Guernsey Mathew Newman Simon Davies Trusts Advisory Group 9

Contact us Hong Kong Ray Ng +852 3656 6041

com James Campbell +44 1534 514230 james.

10 Contact us Hong Kong Ray Ng Edward Mackereth James Campbell Nick Williams Trusts Advisory Group

11 Nigel Sanders Sally Edwards Simon Dinning Group Partner - Corporate and Commercial simon.dinning@ogier.com Steve Meiklejohn steve.meiklejohn@ogier.com Trusts Advisory Group 11

12 Contacts British Virgin Islands Ritter House Wickhams Cay II PO Box 3170 Road Town, Tortola British Virgin Islands VG1110 T E bvi@ogier.com Cayman Islands 89 Nexus Way Grand Cayman Cayman Islands KY T E cayman@ogier.com Guernsey Redwood House St Julian s Avenue St Peter Port Guernsey GY1 1WA Channel Islands T E gsy@ogier.com Hong Kong 11th Floor Central Tower 28 Queen s Road Central Central Hong Kong T E hk@ogier.com 44 Esplanade St Helier JE4 9WG Channel Islands London 1st Floor 99 Bishopsgate London EC2M 3XD T F E london@ogier.com Luxembourg 2-4 rue Eugène Ruppert PO Box 2078 L-1020 Luxembourg T E luxembourg.legal@ogier.com Shanghai Room 3671 Level 36 Shanghai International Finance Centre Tower II No. 8 Century Avenue Pudong Shanghai China T E shanghai@ogier.com Tokyo Holland Hills Mori Tower RoP Suite Toranomon, Minato-ku Tokyo Japan T E tokyo@ogier.com T E jsy@ogier.com Ogier provides practical advice on British Virgin Islands, Cayman Islands, Guernsey, and Luxembourg law through our global network of offices. Ours is the only firm to advise on these five laws. We regularly win awards for the quality of our client service, our work and our people. Regulatory information can be found at ogier.com ogier.com 07/2017

Legal Services Global Dispute Resolution

Legal Services Global Dispute Resolution The intellectual talent of their star players is of top quality. Client feedback Contents Who we are 3 What we do and how we do it 4 Our jurisdictions 6 Our team