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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
Event Partners
Bridgestream delivers forward thinking, personalised and compliant solutions to ultra high net worth individuals and family offices.
We work with legal counsel and existing advisors to provide a full range of personalised, hands-on support to meet the unique needs of our clients. We believe in creating a trusted partnership with our clients in order to deliver on their objectives and to create value over the long term.
Located in the Cayman Islands, we are independent and privately held, allowing us to be responsive, objective and aligned with our clients’ best interest.
Our team is comprised of industry professionals handpicked for their in-depth knowledge, global expertise and dedicated commitment to an uncompromising standard of excellence.
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.
Crestbridge Fiduciary brings families the benefit of two preeminent firms: Crestbridge Family Office Services, a leading Jersey, Channel Islands- based trustee and fiduciary, 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
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 high touch relationship management and the deep, diverse expertise and uncompromising integrity of our team
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 International 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.
Why Guernsey for Private Wealth?
Guernsey is globally recognised as a leader in private wealth, family office management and structuring. Guernsey's strengths and excellent reputation come from our expert professional service providers, offering a range of flexible structures. Individuals and families can easily manage their wealth, investments and philanthropic endeavours in a safe, secure and stable environment with close proximity to London and access to global markets.
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.
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, Dubai, Hong Kong, Ireland, 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.
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.
Rawlinson & Hunter LLP is a firm of Chartered Accountants and Chartered Tax Advisers which was founded in 1933 and is based in London. The Firm provides a traditional range of corporate, accounting, tax and trust services, and is best known in the profession for its award-winning services to private clients and their businesses.
We are different, as is our way of working. Our partners like to get to know their clients well and lead much of the advice in person. Our partners are all leaders in their field who are trained to look at the bigger picture. Both private and corporate clients can benefit equally from our skill at finding solutions to match their own individual financial needs.
ZEDRA is a global specialist provider of Active Wealth, Corporate & Global Expansion, Pensions & Incentives and Fund services.
The firm’s industry experts throughout Asia, the Americas and Europe 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.
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