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).
Cadell is uniquely a truly independent art advisor, in that we don’t deal, broker or take introductory commissions. This is in stark contrast to the mainstream art sector, where undeclared conflicts of interest are the norm and can significantly impact the financial outcome for your clients. Cadell has 27 world-class sector experts, mostly former Dept Heads at Sotheby’s and Christie’s. We principally work with Private Client lawyers, Trustees, Private Banks and their clients. In 2020 Cadell won the STEP Award for Boutique Firm of the Year. Over the last 18 months we’ve managed the sale of over $250m of art and chattels, making us a leading art advisor in Europe. In March 2022 we opened an office in New York and were awarded the mandate to manage the $100m sale of Sir Joseph Hotung’s magnificent collection.
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.
Capital Trustees is a professional independent Swiss trustee company, with offices in Zürich and Lugano, specialized in the establishment and administration of trust. The Company:
• Has been established in 2005 and has a long-standing experience in providing assistance in wealth structuring to international families through personalized Swiss solutions;
• Is one of the very first few trustee companies licensed by the Swiss Financial Markets Supervisory Authority (FINMA);
• Is full member of the Swiss Association of Trust Companies (SATC);
• Is privately owned and fully independent, not being part of any family office, any banking or financial group;
• Performs its activities in absence of conflict of interests, focusing exclusively on trust activities and not providing asset management services;
• Caters all core trust services in-house, starting from the drafting of any relevant trust document, up to the day-to-day management and monitoring of the trust fund. Compliance activities, as well as Financial and Controlling and ICT's are all carried out internally to achieve maximum control over processes and information flows. This approach is paramount to ensure confidentiality over clients' data;
• Administers trusts governed by all the major trust laws and holding any asset class;
• Offers personalized wealth planning solutions, including the establishment of private trust companies and dedicated trust companies in Switzerland.
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 also ensure we can advise on both contentious and non-contentious matters in the Asian time zone. We 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. Our contentious trust team have appeared in many significant offshore trust cases to come before the courts, including representing clients before the Privy Council in the UK.
For more information on our services, please visit careyolsen.com
Since 1948, Chiomenti is a leading Italian law firm characterised by an international outlook. With its 400-lawyer team spread across all practice areas, Chiomenti offers skills and experiences of extraordinary value to Italian and international clients: its integrated multidisciplinary consulting helps clients reap opportunities by finding their way through complex rules and regulations.
Chiomenti is the only Italian firm to combine both top-ranked private client and corporate practices, which makes us the natural choice for clients looking for co-ordinated advice on both their business and personal affairs.
Our Private Client practice is a bespoke service offering that addresses the many complex challenges that multi-generational business families, successful entrepreneurs, celebrities and senior executives face in relation to succession planning, tax planning, asset protection and philanthropy issues. We also work with primary industry players such as family offices, banks, wealth managers, trustee companies and others.
The team adopts a tailored approach for each situation, with particular attention to quality of the analysis and selection of the most appropriate structure based on the client's needs. We provide our clients with clear, comprehensive and pragmatic advice, working alongside their other professional advisers. Our work is wide-ranging and international; for cross-border matters clients may rely on our established network of top foreign firms with specific expertise in the sector.
Clients value our wisdom and judgment and choose us because they want not just a lawyer, but a trusted advisor capable to give comprehensive advice on how to achieve their objectives and implement their plans. We aim to build strong and long-lasting relationships, and in most cases our commitment with clients spans multiple generations.
Founded in 1766, Christie’s is a world-leading art and luxury business with a physical presence in 46 countries throughout the Americas, Europe, Middle East, and Asia Pacific, and flagship international sales hubs in New York, London, Hong Kong, Paris and Geneva. Renowned and trusted for its expert live and online-only auctions, as well as bespoke Private Sales, Christie’s unparalleled network of specialists offers clients a full portfolio of global services, including art appraisal, art financing, international real estate and education. Christie’s auctions span more than 80 art and luxury categories, at price points ranging from $500 to over $100 million. Christie’s has sold 8 of the 10 most important single-owner collections in history, achieved the world record price for an artwork at auction, launched the first fully on-chain auction platform dedicated to exceptional NFT art and manages an investment fund to support innovative startups in the art market. Christie’s is also committed to advancing responsible culture throughout its business and communities worldwide.
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.
Crabtree, Auslander & Tackenberg is a Miami-based law firm that was founded to represent clients in appellate proceedings in Florida and throughout the United States. The firm’s partners are each board certified as appellate specialists by The Florida Bar.
Our partners have handled appeals on behalf of individuals and companies in virtually every subject matter in the realm of civil litigation. They have represented clients statewide before Florida’s appellate courts and in numerous federal appellate courts in the country, including the Supreme Court of the United States. The firm also provides expertise to trial lawyers, particularly with respect to merits-determinative pretrial motions in complex commercial cases. They are named as one of the preeminent appellate practice firms in Florida by numerous publications, including Best Lawyers and Super Lawyers.
Crestbridge Fiduciary brings client families the benefit of two preeminent independent firms; Crestbridge Family Office Services which has a footprint in leading 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.
Hereford Litigation is a London-based third party funder and legal assets investor. We provide discretion, experience and independence of thought. We bring considerable experience across law, third party funding and special situations investing, combined with permanent capital. We consider speed of response and clarity of communication as foundations of our business. As much as we bring a funding solution to each case, we also aim to be part of the team and provide our experience wherever it is required. However, we do not interfere in the day-to-day work of the client’s legal team.
Founded in 1959, John Lamb Hill Oldridge is considered to be the UK’s leading protection broker for high profile and high net worth individuals. Our adviser team has over 100 years of combined experience which means that we are trusted by other professionals to help them navigate the most complex planning scenarios. We have a deep understanding of the insurance market and how insurer and reinsurance treaties are structured. This knowledge has allowed us to place some of the biggest protection policies in the UK and abroad, always guaranteeing the best terms for clients.
Lombard Odier is a global wealth and asset manager, and a leader in sustainable investing. For over 225 years and through more than 40 financial crises, the Group has combined innovation and prudence to align itself with the long-term interests of private and institutional clients.
The Group is solely owned by its Managing Partners and has a strong, liquid and conservatively invested balance sheet with a CET1 ratio of 30% and a Fitch rating of AA-.
Lombard Odier provides a comprehensive offering of wealth services, including discretionary and advisory portfolio management and custody.
Headquartered in Geneva since 1796, the Group currently has 25 offices in 20 jurisdictions and employs 2,720 people.
MLL Legal is one of the leading law firms in Switzerland with offices in Zurich, Geneva, Zug, Lausanne, London and Madrid. We advise our clients in all areas of business law and in private client matters, where our team is very well-known and established. In the business sector, we stand out in particular for our first-class industry expertise in technical-innovative specialist areas, but also in regulated industries.
Our private clients team provides comprehensive legal and tax advice to individuals and their families in Switzerland and around the world on all aspects that can be relevant to their personal and financial affairs. With MLL Legal's roots going back to the 19th Century, our team has recognized expertise and a wealth of experience in servicing families over generations, in complex asset structuring and restructuring, estate planning and matrimonial agreements, international inheritance litigation and matrimonial property disputes, family governance, relocations including work and residence permits and philanthropy. Our clients appreciate our pragmatic, creative and solution-oriented advice and, of course, typically Swiss discretion!
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 our clients exact requirements through closer collaboration, becoming a trusted partner as wealth passes from generation to generation.
Working side-by-side with 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.
RFR is the pre-eminent private client advisor to buyers of high value homes in London. “As good as it gets in advising private clients” according to the Spear’s Index and “the leading property buying agents in the UK” according to Chambers HNW Guide. Tatler adds a touch of glamour describing the firm as ‘London’s Hottest Property Consultants’.
Led by husband-and-wife, Sophie and Richard Rogerson, the firm has discreetly acquired some of the most high profile, high value and highly sought after private homes in London. Chambers HNW Guide notes that the firm’s “commitment to finding and securing the best properties for their clients is astonishing” and that their “client service is second to none”. The guide observed that the firm “represents some of the most sophisticated individuals buying London property” often working closely with the leading private client lawyers (many of whom are regulars at the Villa D’Este).
The founders, who began their careers at Macfarlanes (where Richard was a partner), are described as “incredibly bright” and a “joy to work with” whilst commended for being able to “marry personable service with absolute professionalism”.
The firm’s founders will be attending this year’s forum and are delighted to be sponsoring the inaugural Tennis Tournament. They look forward to seeing many old friends and making new connections.
Saffery Trust is an independent provider of fiduciary services. Saffery Trust 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 Trust 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.
At Shipleys LLP we like to help our clients thrive. We are a UK mid-tier firm of Chartered Accountants and Business Advisers. With offices in London and Surrey, plus access to a global international association, we help both private clients and businesses with tax planning and compliance, as well as well as accounting, auditing and advisory services.
In doing so we regularly support clients with accounts, business advice, tax advice and planning (for income tax, capital gains tax, inheritance tax, corporation and business taxes, international taxes and UK tax for non-domiciles), tax compliance and returns, trusts and estates, and audits for businesses.
Our long track-record advising UK and international high net worth individuals means you can always turn to us for practical advice and solutions.
SPF Private Clients, part of the Howden Group of companies, is an award-winning financial services intermediary established in London in 1997. With offices across the UK and Channel Islands, and soon to be expanding internationally, we offer property finance, insurance, and wealth management services.
Specialising in clients buying high value property and those with unusual or complex circumstances, we have access to a wide range of finance and insurance solutions as well as preferential rates and bespoke arrangements.
Our Private Office team was established to meet the needs of high-net-worth clients and their professional advisers, providing access to unparalleled knowledge and connections. The Private Office team includes specialists in international life insurance, residential, agricultural, international, and real estate property finance, and general insurance.
Summit Trust International is an independent trust services group, founded in 1999 as Close Trustees (Switzerland) SA and headquartered in Geneva. Summit Trust International also has offices in London and the Cayman Islands. The group philosophy is to provide robust, un-conflicted trust and company management on a multi-jurisdictional basis. Summit Trust International brings a combination of financial and management stability which enables it to provide continuity in personal relationships and the orderly passing of family wealth for high net worth individuals who require offshore trust and company management services. Summit Trust is characterized by specialization, professionalism and integrity. Because Summit Trust is committed to an independent trust administration policy, it is free to work with your existing financial advisers, lawyers, bankers and asset managers, or introduce you to suitable advisers if you do not yet have your preferred team. The bottom line? Expect to find familiar faces at Summit Trust International but not familiar solutions. Our people are under no pressure to sell you any particular product, just to provide you with the right service for your needs. We are not expecting to be the biggest offshore services provider, but we are striving to be the best.
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
