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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
Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals.
Our market-leading team of trust dispute lawyers are experts in providing advice to trustees, beneficiaries, settlors and protectors in a wide range of trust disputes. With their extensive knowledge and international experience, they are perfectly placed to guide clients through all manner of complex offshore trust disputes and to offer strategic solutions tailored to individual circumstances.
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).
We know from experience that one of the most difficult challenges is to get unbiased, trustworthy advice. Hardly a surprise in an unregulated marketplace, where huge returns are possible.
Cadell is independent and was conceived to deliver professional grade advice. We don’t deal, broker or take introductory commissions. We just give advice, so can genuinely describe our services as independent.Our team of art market executives and 26 world class experts is redefining art advisory. Delivering a new level of experienced and transparent advice with no conflicts of interest, focussed entirely on improving outcomes for our clients.
In 2020, Cadell won the STEP Award for Boutique Firm of the Year. In 2021 Cadell became the largest art advisor in Europe managing the sale of over $175m of art and works of art. In 2022 Cadell opened its North American business and was given the mandate to advise on the sale of the $100m Hotung Estate.
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
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.
Grant Thornton has over 750 offices in 147 countries with 68,000 plus people and for the year ending 2021 had revenue of US$7.2bn. Grant Thornton has the largest dedicated contentious insolvency team in the field which is focused on asset recovery, and which has pioneered the use of insolvency powers, along with other civil legislation, as a tool to trace and recover assets on an international basis, having recovered circa US$3billion of hidden and misappropriated assets over the last 8 9 years for creditors worldwide.
The Contentious estates and family disputes team sits within Grant Thorntons Insolvency and asset recovery practice. Hannah Davie leads the Contentious Estates and Family disputes team and works with her team to advise people who have suffered financial loss, or have a claim against another party, such as following a divorce, along with beneficiaries, trustees and representatives in family, trust and probate disputes, along with using the Insolvency Act along with other civil legislation to safeguard and recover assets in a variety of different situations and jurisdictions.
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.
Kasowitz Benson Torres LLP is a leading law firm with a core focus on commercial litigation, complemented by our exceptionally strong white collar defense practice. Kasowitz is known for its creative, aggressive litigators and willingness to take on tough cases. The firm has extensive trial experience and is always trial-ready, representing both plaintiffs and defendants in every area of litigation. Headquartered in New York City, the firm also has offices in Atlanta, Denver, Houston, Los Angeles, Miami, Newark, San Francisco, Silicon Valley and Washington, DC. For more information, please visit www.kasowitz.com.
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.
Kingsley Green Private Client offers a personal and bespoke approach to this niche sector of legal recruitment. We work to place exclusive, executive level talent in permanent roles and to pair the brightest rising stars with forward thinking and enterprising businesses. We excel at finding the perfect match for you.
Fusing expertise with our emotional intelligence, we have built relationships that are rooted in trust, integrity and authenticity. Our industry knowledge, and extensive connections made over the past two decades, allows us to think a little bit differently. It is your experience with us, that is as important as a successful placement.
Ogier is a professional services firm with the knowledge and expertise to handle the most demanding and complex transactions and provide expert, efficient and cost-effective services to all our clients. Our commercial understanding and experience of working with leading financial institutions, professional advisers and regulatory bodies enable us to add real value to our clients’ businesses.
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 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.
Serle Court is a leading, award-winning set of barristers' chambers, renowned for its expertise across a broad range of chancery and commercial disciplines. Described as "a really top set home to some of the best people in the industry" by Chambers & Partners, we are known for handling complex, high-value matters for private and professional clients, both nationally and internationally.
Our barristers cover all aspects of business law, from offshore litigation involving global corporations to domestic advisory work in probate. We are widely recognised as "the market leader for offshore trust litigation" and praised as “a quality set that rightly deserves its first-class reputation" (Legal 500).
As one of the top sets at the UK Bar, we are recommended in 25 practice areas by Chambers UK and 22 by The Legal 500. With 84 barristers, including 28 silks, we offer tailored teams for each case. Under the leadership of Head of Chambers Elizabeth Jones KC, our commitment to excellence earned us nominations in 10 categories at the Legal 500 Bar Awards and 5 at the Chambers UK Bar Awards in 2024.
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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