Principal Partner
Butterfield is a leading offshore bank and trust company delivering financial and fiduciary solutions with a personal touch. Rooted in our small island heritage, we put relationships at the centre of everything we do, offering a full-service experience that feels curated and comfortable for each of our clients and advisers. Combining local expertise with global coverage, we deliver the advice, products and services to help clients accomplish their goals - and have done for over 160 years.
Our trust team provides multi-jurisdictional capabilities through six independent companies (Bermuda, The Bahamas, Cayman Islands, Guernsey, Singapore and Switzerland). We offer a flexible approach to holding a wide variety of assets, and prides ourselves 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 a publicly traded company in the US on the New York Stock Exchange (NYSE: NTB) and in Bermuda on the Bermuda Stock Exchange (BSX: NTB BH).
Event Partners
Capital Generation Partners is a private investment office for families and their associated charities and endowments, offering multi asset portfolio management, commercial real estate and direct investment services. The firm has just under $4bn in AuM with 50 professionals based in Berkeley Square, Mayfair.
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 and is celebrating its 125 year anniversary in 2023. 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.
Crestbridge Fiduciary is a joint venture that brings client families the benefit of two preeminent independent firms; Crestbridge, which has a footprint in nine major international finance centers, and Willow Street, a leading Wyoming-based trustee and fiduciary. Through Crestbridge Fiduciary, families with existing or planned US-based connections can access a comprehensive and sophisticated global platform for protecting and structuring wealth. With team members located in three leading trust jurisdictions – Wyoming, the Cayman Islands and Jersey – we offer a unique cross-border perspective and work cohesively to manage structures across multiple jurisdictions. Our offerings include corporate trustee services and private trust company advisory governance and administration.
We pair resolute client focus with a high level of transparency, responsiveness and close collaboration with families and their teams of advisors. Our clients benefit from our high touch relationship management and the deep, diverse expertise and uncompromising integrity of our team.
It is an exciting time to be in the legal industry. As the rate of change in our society accelerates, digital transformation continues to alter the paradigms of business. Now, more than ever, our clients need lawyers who enable them to see beyond the next turn — and help them innovate, grow and evolve.
At Loeb & Loeb, this is what we do every day.
We represent a wide range of organizations, as well as high net worth individuals and families. We help these clients identify opportunities, expand into new markets, launch innovative products and services, protect their assets, resolve disputes, and connect with audiences in new ways. We know our clients’ businesses and understand their personal objectives. And we have tremendous multidisciplinary know-how in today’s technology and mobility trends, which continue to transcend all industries.
As a multiservice law firm with more than 450 lawyers across eight offices in the United States and Asia, we have you covered.
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.
Saffery Champness Registered Fiduciaries is an independent provider of fiduciary services. Saffery Champness established an International offering with an office in Guernsey in 1977, and Switzerland in 2008. In October 2018 a presence in the Dubai International Financial Centre was established. A Cayman offering was launched in 2020, with Saffery operating as a subsidiary under a licenced Cayman trust company. Following regulatory approval and the acquisition of a Cayman trust company in 2022, Saffery then opened an office under its own licence.
As our reach has expanded globally, as has our experience of safeguarding and protecting our clients’ wealth. Our teams are experienced in dealing with multi-jurisdictional, often complex, structures across different asset classes. We maintain a close working relationship with our clients and their professional advisers, working in partnership, to allow us to provide a highly focused level of personal service to meet our clients’ changing needs.
ZEDRA is a global powerhouse providing Corporate & Global Expansion, Active Wealth, Pension & Incentive services and Fund solutions, all aligned under one common goal: to embrace the future with surety.
The firm’s highly experienced teams enable high net worth individuals and families as well as, medium to large sized companies, pension funds and trustees, asset managers and their investors to focus on their core activities by choosing ZEDRA as their trusted partner of choice. As an experienced, reliable and innovative advisor, ZEDRA helps them successfully navigate estate planning, governance and global operations.
Ultimately, what ZEDRA delivers is complete peace of mind, knowing its expertise is supported by a robust, ethical approach, meeting the local and international requirements of the increasingly demanding regulatory environment.
ZEDRA inherited a wealth of knowledge and experience following its acquisition of trust businesses of a renowned bank in 2016. This solid foundation combined with innovative thinking has allowed ZEDRA to grow rapidly in a competitive marketplace to a team of 900+ industry experts across 16 countries spanning Asia, Oceania, the Americas and Europe.
www.zedra.com