Principal Partner
Butterfield is the leading, independent offshore bank and trust company headquartered in Hamilton, Bermuda. We provide services to clients from Bermuda, the Cayman Islands, Guernsey and Jersey, where our principal banking operations are located, and The Bahamas, Switzerland, Singapore and the United Kingdom, where we offer specialised trust services, private banking, asset management and custody. When it comes to trust, Butterfield offers a flexible approach to holding a wide variety of assets, and prides itself on providing solutions to meet the varied requirements of private and institutional clients, family offices, charities and philanthropic organisations. Our award-winning team specialises in wealth planning and trust administration, and dealing with complex structures for the growth, protection and transfer of assets. Butterfield is publicly traded on the New York Stock Exchange (symbol: NTB) and the Bermuda Stock Exchange (symbol: NTB.BH).
Event Partners
The Bermuda Business Development Agency (BDA) encourages direct investment and helps global companies start up, re-locate or expand their business in Bermuda—a vibrant and innovative jurisdiction for re/insurance, funds, family offices, trusts and private-client business, and other financial services. The BDA also offers a concierge service to connect prospective business with government officials, regulatory authorities and industry professionals to facilitate domicile decisions. Bermuda’s proximity to both North America and Europe make it an ideal location for companies serving global markets. Other advantages include its highly respected regulatory framework, sophisticated legal system based on English common law, world-class workforce and access to capital. The island offers comprehensive commercial solutions to companies and private clients, and is well-suited to administering complex trust structures, private trust companies, purpose trust structures, unit trust structures for fund administration, and other financial-planning tools.
The art sector is largely unregulated creating an environment in which undeclared conflicts of interest can thrive. Unless someone is an experienced market participant they are likely to be operating under significant “knowledge asymmetry” making them highly vulnerable to poor professional standards and misrepresentation.
Cadell’s team of world class experts work with leading Lawyers, Trustees and Family Offices and their clients to navigate this challenging sector.
Cadell conducts absolutely confidential valuations, pre-purchase due diligence and formal competitive sale processes designed to manage risk and deliver the best outcomes. Cadell operates in: London, Zurich, Geneva, Monaco, Jersey, Guernsey and Isle of Man and is the first and only art advisory firm regulated by the Financial Conduct Authority.
Cadwalader Wickersham & Taft LLP is a trusted advisor to many of the world’s leading financial institutions, corporations and investment funds, with 230 years of experience crafting innovative solutions for clients and recognized expertise in antitrust, derivatives, finance, financial regulatory, litigation, M&A, real estate, restructuring, securitization, structured finance, trusts and estates and tax.
Carey Olsen has one of the largest offshore trusts and private wealth legal practices covering Bermuda, the British Virgin Islands (BVI), the Cayman Islands, Guernsey and Jersey. Our offices in Hong Kong and Singapore, with growing private wealth practices, also ensure we are able to advise clients on both contentious and non-contentious trusts and private wealth matters in the Asian time zone. We have the scale and experience to assist and advise on the most demanding and complex matters as well as the day-to-day instructions. We represent professional trustees, private individuals, families, banks, financial institutions and charities from all over the world. We have won many awards for our trusts and private wealth practice and have a number of lawyers from across our jurisdictions ranked as leading individuals in the leading legal directories. For more information on our services, please visit careyolsen.com.
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.
Our award-winning Family Office Services team at Crestbridge understands the critical blend of technical expertise, industry experience and discretion required to build strong long-term client relationships with UHNW families and trusted advisors. A proudly independent business with the client's needs at its heart, we listen, learn and respond with unmatched speed and operational efficiency. Our results, and the length of our client relationships, are a testament to our dedicated service. Acting as trustees and directors, we are positioned to support needs ranging from the administration of a single asset to the provision of services to complex multi-generational families with multi-jurisdictional structures holding financial investments, residential and commercial real estate, designed to provide long-term planning for successive generations. We are experienced in the administration of structures and entities created for purely philanthropic and ESG investment purposes. We also support established family offices, providing outsourced administration services and specialist support on both a permanent and ad hoc basis. To all of our activities we bring the highest standards of integrity and the impeccable attention to detail which our clients have come to expect from the Crestbridge name.

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 fund managers, multinational companies, family offices and private clients operating worldwide. IQ-EQ employs a global workforce of 4,000+ people located in 25 jurisdictions and has assets under administration (AUA) exceeding US$500 billion. IQ-EQ works with 11 of the world’s top 15 private equity firms.
Also part of the IQ-EQ group of companies are First National Trustee Company (FNTC), Equitis and The Private Office.
To find out more about IQ-EQ visit www.iqeq.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, Irish, 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.
We are a leading provider of multi-jurisdictional financial services for high and ultra-high net worth individuals and families, as well as multi and single family office arrangements.
Our approach, for more than 50 years, has always been to nurture lasting relationships, seeking a deeper understanding of your exact requirements through closer collaboration, becoming a trusted partner as wealth passes from generation to generation.
Working side-by-side with your trusted fiscal and legal advisers, our dedicated teams provide efficient, informed and personal services, across jurisdictions.
Insightful and innovative, we seek to build trust in our judgement, continually reassuring you that we have the expertise and experience to deliver complete peace of mind, now and in the future.
Rawlinson and Hunter is an international grouping of professional firms that provide advice to high net worth individuals and families with planning tailored to each client’s needs and objectives, backed up by first rate trust, tax and accounting services.
For nearly 90 years, Rawlinson & Hunter has been providing outstanding services to our corporate and private clients, combining excellent technical skills with a uniquely personal approach. Our skills lie in maximising the rewards that prosperity can bring. For our private clients, we can take the strain, safeguarding their assets and allowing them to enjoy the benefits and not the burdens of wealth.
Our worldwide reputation has been built on our ability to deliver the best solutions to our clients, exactly when they need them.
Saffery Champness Registered Fiduciaries is an independent provider of fiduciary services. First established in Guernsey in 1977, the firm founded an office in Switzerland in 2008, in the Dubai International Financial Centre in 2018, and a Cayman offering was launched in 2020.
We continue to expand our international presence, and are working on opening a Cayman office, via an acquisition, in 2022. Across these jurisdictions, more than 130 highly skilled professionals work in partnership with clients and their advisers to deliver a proactive and bespoke service, dealing with non-standard and exotic assets as well as particular expertise in contentious matters.
We are an investment management and advisory firm specializing in bespoke multi-asset based strategies. We currently advise global investors with a combined multi-billion dollar net worth. Since our founding, our mission has always been the same: To sustain and responsibly grow the wealth of our clients across generations.
We fully realize the importance of that mission. To successfully fulfill our duties, our experienced team strictly adheres to high standards of ethics and professionalism.
We take every step possible to craft innovative investment solutions that conform to our clients’ needs, goals, and risk profiles. We also deploy every reasonable measure to guarantee confidentiality and privacy.
Our services include:
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Asset & Liability Advisory
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Asset Management
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Financing Advisory
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Board Representation
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Succession Governance & Planning
ZEDRA is an international provider of Corporate & Global Expansion, Active Wealth, Pensions & Incentives and Fund solutions.
Our experienced teams deliver tailored high-quality solutions to our clients who include high net worth individuals and families seeking diversified active wealth solutions as well as, medium to large sized companies, pension funds and trustees, asset managers and their investors.
Our full range of services is designed to protect the real value of our clients’ assets and our entrepreneurial outlook supports businesses in unlocking their ambitions for growth and expansion, no matter how complex their challenges might be.
We are committed to our motto ‘Do More. Achieve More’ and this commitment underpins everything we do.
We believe in doing more so that our clients can.