Partner with Us for an Unforgettable Event
We have years of experience developing partnerships, and we work tirelessly to help all of our amazing partners play their part. We have a wealth of experience in managing successful partnerships and our amazing team have the skills, expertise and experience needed to develop tailor-made partnerships which are right for your company.
Who Attends the Event
- Heads of Private Client Departments in Law Firms
- Managing Partners
- Private Client Partners
- Barristers and QCs
- Advisers to Ultra-High Net Worth Clients
- Family Business Lawyers
- Boutique Private Client Partners and Firms
- Trust and Estate Litigators
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
Supporting global clients in the stewardship of their legacies, The Bryn Mawr Trust Company of Delaware is a Delaware chartered limited purpose trust company, with our roots dating back over 175 years. Today, we are now a wholly owned subsidiary of WSFS Financial Corporation, a publicly traded (WSFS) banking institution based in Wilmington, Delaware. We stand on a firm foundation, with corporate assets greater than $20 billion, and assets under management and administration in excess of $65 billion*.
We are a boutique trust company, which prides itself on client confidentiality and discretion, as well as 24-hour service standards. Our goal is to always be able to get to ‘yes’.
Serving clients from the United States and around the world, we can administer accounts without direct custody of assets and are experienced with unique client service requirements (such as privacy or unique assets). We have extensive knowledge of the wealth-friendly statutes collectively known as the Delaware Advantage and support all Delaware personal and business statutes. Working directly with your attorneys and advisors, we are able to serve in a variety of capacities for many of your estate planning or asset protection needs.
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 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
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.
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.
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.
Midas Wealth Management SA, based in Luxembourg and France, is a regulated investment company established in 2010 and led by an experienced team of entrepreneurs and financial professionals. Born from a collaboration between asset managers and wealthy clients, the company focuses on putting the customer at the heart of the relationship, offering high-quality services.
We specialize in wealth management for high-net-worth clients, providing investment management, as well as legal and tax support. Our primary business is managing investment funds, dedicated funds, as well as discretionary and advisory mandates.
Our philosophy centers on delivering conviction-based management grounded in a rigorous investment process tailored to the client's needs. We emphasize a long-term, fundamental approach aiming for stable returns while remaining responsive to macroeconomic and financial environments.
Our core values of trust, independence, transparency, confidentiality, and availability guide everything we do, ensuring relationships built on integrity and commitment.
Since 2020, Dreyfus Sons & Co Ltd, Banquiers has become our main shareholder, reinforcing our principles and investment process. Headquartered in Switzerland and next to a representative office in Tel Aviv, the bank has established through Midas Wealth Management a foothold in Europe.
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!
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, Dubai 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’ 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 our global network of offices.
Insightful and innovative, we seek to build trust and deliver complete peace of mind.
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.
SLA specialises in developing and executing communications strategies to protect reputation during litigation and disputes, and help the lawyers achieve their legal goals. Whatever the issues may be, we will make sure we are ready for the challenge and able to deal with it effectively, something we have done for a wide range of clients in over 20 jurisdictions. Regularly working on matters such as fraud and asset recovery, family office issues, commercial disputes, and investor / state claims, we have the successfully provided creative and innovative solutions to the problems faced by our clients. We work closely with the legal teams and if necessary, add experts in investigations, digital security, and geopolitical risk, to support us.
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.
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