We know from experience that one of the most difficult challenges is to get unbiased, trustworthy advice. Hardly a surprise in an unregulated marketplace, where huge returns are possible.
Cadell is independent and was conceived to deliver professional grade advice. We don’t deal, broker or take introductory commissions. We just give advice, so can genuinely describe our services as independent.Our team of art market executives and 26 world class experts is redefining art advisory. Delivering a new level of experienced and transparent advice with no conflicts of interest, focussed entirely on improving outcomes for our clients.
In 2020, Cadell won the STEP Award for Boutique Firm of the Year. In 2021 Cadell became the largest art advisor in Europe managing the sale of over $175m of art and works of art. In 2022 Cadell opened its North American business and was given the mandate to advise on the sale of the $100m Hotung Estate.
Conyers’ Private Client and Trust team, one of the largest in the Caribbean region, has a long-established reputation for providing intelligent, dependable advice to some of the world’s wealthiest private clients.
The Conyers Private Client and Trust team is complemented by a team of experienced trust litigators with a worldwide reputation. The trust litigation team is at the forefront of both contentious and non-contentious trust litigation in Bermuda. They regularly act for act for trustees, beneficiaries, settlors and third parties.
Conyers is a leading international law firm with a broad client base including FTSE 100 and Fortune 500 companies, international finance houses and asset managers. The firm advises on Bermuda, British Virgin Islands and Cayman Islands laws, from offices in those jurisdictions and in the key financial centres of Hong Kong, London and Singapore.
Growing and Protecting Wealth for Generations
Fiduciary Trust is a wealth management firm founded by families for families, with a singular focus on growing and protecting wealth through generations.
We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and develop estate plans that extend wealth to future generations.
We are part of Franklin Templeton Investments, a global investment leader. This partnership, combined with our highly personalized wealth management services, provides our clients the best of both worlds.
• Integrated Wealth Management and Advice from a dedicated team of investment, tax, and estate planning experts.
• A Personalized Experience from a true fiduciary committed to putting our clients’ best interests first.
• Extensive Resources with access to investment solutions and specialized services typically available only to institutional-sized investors.
Firm Description: Katten is a full-service law firm with nearly 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. For more information, visit katten.com.
Loeb & Loeb is a multi-service law firm with more than 450 lawyers in eight offices across the U.S. and Asia. We represent a wide range of companies and organizations, as well as high net worth individuals and families. Part of one of the largest and most distinguished private client practices in the country, our Trusts and Estates team provides comprehensive services, including innovative estate planning, administration of complex trusts and estates, business succession planning, settlement of tax controversies, and resolution of high-profile multimillion-dollar disputes over the distribution of family wealth. We work with high net worth individuals and families at all stages, from those who are still building assets to the wealthiest entrepreneurs, executives, investment fund managers and venture capitalists.
Meritus is a Bermuda-based trust company founded in 2010 by five senior industry professionals. Our Family Forward mentality is central to helping families carry out the intention of their legacies through generations and by supporting them to have a meaningful positive impact on the world. We are proactive, responsive, and attentive. Our services range from traditional trust and fiduciary, corporate, family office, philanthropy, ESG and impact investing, and other bespoke services. At Meritus, our community and the next generation are passions. We understand the privilege and challenges of being trustees, in caring for the family’s wealth to ensure future generations will benefit and strive to ensure that our values are reflected in our work. Visit us at www.meritustrust.com.
For over 130 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation; as a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals around the globe.
Global Family and Private Investment Offices (GFO) is a dedicated practice within Northern Trust, serving the needs of more than 500 clients, including family offices, family foundations, ultra-high-net-worth individuals, private trust companies and private investment companies in over 30 countries. GFO delivers high quality asset serving, investment, technology, fiduciary, banking and advisory solutions to its clients, including more than 30% of the Forbes 400.
Ogier provides legal advice on BVI, Cayman, Guernsey, Jersey and Luxembourg law. Our network of locations also includes Beijing, Hong Kong, London, Shanghai, Singapore and Tokyo. Ogier's Trusts Advisory Group draws together experts from different disciplines and locations to provide a seamless contentious and non-contentious advisory service which also includes relevant corporate support. Our Private Wealth team advises trustees, private banks and ultra-high net worth clients 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 jurisdiction. The team combines with our corporate specialists to provide commercially focused corporate advice regarding companies that underlie trust structures or on new investments structures as they arise. The Trusts Advisory Group draws together contentious and non-contentious trust practitioners. Our Dispute Resolution specialists have a particularly strong track record, having acted successfully in many of the headline international trust and private client matters in recent years in BVI, Cayman, Guernsey and Jersey.
