05/24/2023
Carey Olsen advises Carey Commercial on its sale to Suntera Global
Following its acquisition of Carey, Suntera's Guernsey service offering will be bolstered with addition of 80 new staff members and clients in more than 50 countries.
Wealth, Trusts and Family Office
05/17/2023
Ropes & Gray Spins Off Wealth Management Business, Related Legal Practice
This excellent cultural and strategic match enables us to enrich our wealth management offerings.
05/12/2023
Dentons Named a Winner in the Tenth Annual Family Wealth Report Awards 2023
The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office
04/13/2023
Family offices and private trust companies: injecting freedom into the trust structure
As settlor education grows around the world, we see no reason why this trend of families, and family offices, taking control of their futures should not continue.
04/12/2023
Modern Wealth Management Launches with Equity Financing from Crestview Partners
Modern Wealth Management aims to acquire select RIAs as anchor offices in strategic locations across the United States to build out an integrated financial services enterprise.
02/15/2023
White & Case advises Fluxys on acquisition of Macquarie Asset Management stake in Open Grid Europe
The closing of the transaction is expected by the end of March 2023 upon approval from the relevant regulatory authorities and other customary closing conditions.
02/14/2023
Dentons named Best Family Office Service Provider in New Innovations at Private Asset Management awards
Dentons Family Office and High Net Worth (DFO) sector is a global cross-practice group that services clients across six continents and multiple jurisdictions.
01/27/2023
Harneys wins Caribbean Law Firm of the Year - Citywealth IFC
The winners are those judged to have excelled in achievement, innovation, expertise, and service.
11/07/2022
Carey Olsen sponsors global STEP Conference in Bermuda
The event has returned after a two-year hiatus as a much-expanded international event with an impressive range of speakers and delegates.
10/17/2022
Global wealth set to contract over 2% in 2022
Average nominal growth of financial assets is expected to be at 4.6% until 2025, according to Allianz
09/20/2022
Chambers High Net Worth 2022 Recognizes Morgan Lewis for Private Client Work
The team also advises major universities, secondary schools, and cultural organizations on their planned-giving programs.
09/07/2022
Carey Olsen's Dean Robson named as a leading young adviser
Having earlier in the year featured as part of the Channel Islands Top 35 Under 35, Dean is one of six individuals from offshore law firms to also be selected for the UK edition.
09/02/2022
Stephenson Harwood’s on the Evolving Expectations found in the Wealth Management Industry
Hubbis met with her recently to learn of her views on the evolving needs and expectations of her clients, which include HNW and UHNW individuals and families, trust companies, family offices, international banks and fiduciary service providers.
08/17/2022
Does a US revocable trust need to be registered under the UK's Trust Registration Service?
By far the most common scenario that will trigger a registration requirement is where the settlor of a US revocable trust is acting as the sole trustee during his lifetime and is (or becomes) UK resident.
08/04/2022
Hogan Lovells scales new heights to support nature’s recovery
All money fundraised will be matched by the firm to support the Trusts’ goal to secure nature’s recovery on land and sea.
08/01/2022
Cryptoassets – how will family offices react to the crypto winter?
Some estimates suggest that the crash has wiped $2trn from the market, with several prominent crypto funds being forced to restrict customer withdrawals and some entering into liquidation.
07/27/2022
WBD's private wealth team top-ranked by Chambers High Net Worth guide
WBD is recognised in London, Bristol, Yorkshire, the North East and Scotland.
07/17/2022
Higgs & Johnson Top Ranked in International Private Wealth
Recognized for his ‘extensive experience in handling trust disputes and restructuring matters’, Philip C. Dunkley QC is noted as a ‘Senior Statesperson’ who acts for wealthy individuals, families and fiduciaries on major internatio
07/15/2022
Chambers High Net Worth 2022
Chambers High Net Worth ranks the top lawyers and law firms for international private wealth
07/15/2022
Ogier remains the only firm with top-tier ranking across Cayman, Guernsey and Jersey in Chambers HNW Guide
Ogier is "the go-to firm on the island for Jersey private client expertise", with James Campbell, Josephine Howe and Katherine Neal all being marked out as notable practitioners.