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Specialism: Lawyers Non-contentious Trusts, Estate Planning
Location: St Helier, Jersey
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2017 Powerwomen Awards
Woman of the Year: Leadership (Professional Services - IFC) | Gold Award
Sally Edwards currently has no Citywealth award
Average client size: £5 million - £25 million
Fixed fee offering: Yes
Number of offices globally: More than 5
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Restructuring ultra-high net worth family wealth
Advising on restructure of ultra-high net worth family wealth held partly in trust and partly individually. The restructure was very complex and included updating and harmonising existing trust deeds and creating a new purpose trust and private trust company and other corporate structure to carry out philanthropic activities for the family going forwards. The matter was cross jurisdictional and included consideration of issues relating to different groups of beneficiaries and excluded persons and mechanisms to transfer funds out of existing personal ownership into trust. The restructure involved innovative drafting to attain the required result from a succession perspective but providing reassurance to the family that they retained an element of control.