Offshore: Trusts
High Net Worth Guide 2024 : Bermuda
Band 1
Email address
[email protected]Contact number
+1 441 542 4500About
Provided by Carey Olsen
Carey Olsen has one of the largest trusts and private wealth teams in the offshore world, and provides advice on the laws of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey and Jersey to local and international clients and their advisers.
Our global reach, scale and experience mean that we are perfectly positioned to assist and advise on the most demanding and complex cases concerning wealth planning and asset protection as well as the more straightforward day-to-day instructions. We understand the longevity of trusts work, which is why we focus on building long-term relationships with our clients and their other advisers.
We represent professional trustees, private individuals and families, banks, financial institutions and charities from all over the world. International law firms and accountancy practices look to us for support on projects that require specialist advice on the laws and regulations of our jurisdictions.
Our lawyers work across a range of structures including private, corporate, charitable, purpose and commercial trusts, foundations, family offices, partnerships and companies.
With a fully integrated practice, we also represent trustees and beneficiaries in contentious matters and administrative applications that need to be made to the courts. Our contentious trust lawyers have appeared in many significant offshore trust cases to come before the courts, including representing clients before the Privy Council in the UK.
Chambers Review
Carey Olsen is a leading provider of Bermuda trusts and tax advice, and is also notable for its handling of contentious cases.
Strengths
Provided by Chambers
"The quality of the advice is extremely high and the service levels are great. All people have been very helpful across teams though. We always just go to them in Bermuda."
"Carey Olsen have put together one of Bermuda's leading private client teams for contentious and non-contentious trust matters. They have a well-coordinated approach with Bermuda and Jersey colleagues."
"The breadth and depth of experience is unparalleled on the island, which contributes to their ability to handle sophisticated matters. They are superbly resourced with leading lawyers in their fields."
"The quality of the advice is extremely high and the service levels are great. All people have been very helpful across teams though. We always just go to them in Bermuda."
"Carey Olsen have put together one of Bermuda's leading private client teams for contentious and non-contentious trust matters. They have a well-coordinated approach with Bermuda and Jersey colleagues."
"The breadth and depth of experience is unparalleled on the island, which contributes to their ability to handle sophisticated matters. They are superbly resourced with leading lawyers in their fields."
Notable Practitioners
Keith Robinson has a superb reputation for his handling of complex trust matters, and is particularly well known for being able to advise on contentious and non-contentious matters.
"Keith is very well known in the Bermuda trust industry. He is always very impressive as he has tremendous experience."
"He is very pragmatic and aware of sensitivities for the client. His experience in Bermuda trust law really drew us to him. He is good at strategic advice around what the family wants to achieve."
"He is a very experienced trust litigation lawyer. His expertise is without a doubt in Bermuda. He is very proactive, he comes up with ideas and tries to find a solution for his clients."
"He's my go-to on the island. He is responsive and his advice is well thought-out and practical. We trust him implicitly on our matters."
"Keith leads the practice with great authority.He is undoubtedly one of the most cerebral, knowledgeable and capable litigators in Bermuda and is a person of considerable scholarship."
Ashley Fife advises clients on the establishment of family offices and trusts structuring, and assists with issues relating to FATCA and CRS.
"Ashley is really responsive, working well with the corporate team to make sure things are joined up. He has in-depth knowledge of family circumstances."
"Ashley is a regulatory specialist, he is very good to work with. He is really one of the top experts in this area. Not only in Bermuda, but with a good knowledge and interest in worldwide standards."
"Ashley is probably the most understated and intelligent lawyer I have come across in the trust industry. He is extremely thoughtful, coupling commercial sensibility with an academic approach."
Claire Van Overdijk KC is an experienced trust litigator on the island. With a strong commercial background, she is well equipped to handle high-value international litigation pieces.
"She is a rising star at the firm; she is a new KC who is very active in the community, advocates a lot and is active in the digital assets space particularly."
"Claire has delivered practical and efficient services, particularly on litigation matters."
Stephanie Bernard is trusts counsel in the Bermuda team, well regarded particularly for pensions-related work. She brings her previous experience as a Canadian lawyer and in-house counsel at HSBC to her current practice.
"She is great to work with. She is very responsive and reliable, and I would recommend her."
"Stephanie offers a careful and thorough perspective on both litigation and non-litigation trust matters."
"She is long-established and is a seasoned hand."
Laura Kearns is an associate in the Carey Olsen trusts team, assisting partners on some high-value and complex restructuring projects for high net worth clients. She is appreciated by peers and clients for her commendable knowledge and service delivery.
"Laura has precise, timely and excellent service delivery. She is practical and knowledgeable and a delight to work with."
"Laura is a very good up-and-coming lawyer - very impressive."
Ranked Individuals at
Carey Olsen
Bermuda
Members
Provided by Carey Olsen
Cheri Minors
Claire van Overdijk
Head of Department
Laura Kearns
Marcus Symonds
Stephanie Bernard