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Specialism: Lawyers Charities, Non-contentious Trusts, Estate Planning
Location: St Helier, Jersey
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Average client size: Over £25 million
Fixed fee offering: Yes - We offer fixed fees to local trust companies and intermediaries in relation to the preparation of certain types of trust documents
Number of offices globally: More than 5
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Establishment of a philanthropic purpose trust
Advising the trustee of a discretionary trust for the benefit of a high net worth family in connection with the establishment of a philanthropic purpose trust using the assets of an existing discretionary trust.
Advising trustees of a Jersey law trust
Advising the individual trustees of a Jersey law trust in relation to a restructuring of the trust assets (over €1 billion in value) for the benefit of only one of the class of beneficiaries which was considered a momentous decision of the trustees.