Trusts
Global Guide 2024 : Guernsey
Band 1
Email address
[email protected]Contact number
(01481) 727 272About
Provided by Carey Olsen
Carey Olsen’s roots in Guernsey go back to 1898. Today we are the largest law firm in Guernsey, offering our clients the full range of corporate and finance, investment funds, dispute resolution and litigation, trust and private wealth as well as property legal advice.
We have one of the largest trusts and private wealth teams in the offshore world with 50 partners and associates providing 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 means 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.
Our lawyers work across a range of structures including private, corporate, charitable, purpose and commercial trusts, foundations, 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.
With a fully integrated practice, we also represent trustees and beneficiaries in contentious matters and administrative applications that need to be made to the court.
Chambers Review
Carey Olsen advises on complex contentious and non-contentious trust matters, and is regarded as a leading firm in the jurisdiction.
Strengths
Provided by Chambers
"The Carey Olsen team are always solution-focused and look to provide user-friendly advice that can be implemented in a practical manner."
"Carey Olsen has a very experienced and client-friendly team."
"They are very strong at handling challenging situations, looking at the issues from all angles - client, trustee, commercial, regulatory, etc - to advise on the best way forward to fulfil our obligations and mitigate risks as far as possible."
"The Carey Olsen team are always solution-focused and look to provide user-friendly advice that can be implemented in a practical manner."
"Carey Olsen has a very experienced and client-friendly team."
"They are very strong at handling challenging situations, looking at the issues from all angles - client, trustee, commercial, regulatory, etc - to advise on the best way forward to fulfil our obligations and mitigate risks as far as possible."
Notable Practitioners
Russell Clark leads the firm's Guernsey trusts and private wealth practice, and is well known for handling contentious and non-contentious estate, succession and trust matters.
"Russell is a top trust professional with many years' experience."
"Russell is incredibly bright. He's intelligent, approachable and straightforward."
"Russell is at the top of his game; for anything complex, Russell is a lawyer you would turn to."
Konrad Friedlaender is a consultant at the firm who advises on complex cross-border trusts matters, as well as employee benefit schemes and pensions. He is particularly well regarded for his technical expertise.
"Konrad brings a practical and balanced approach to all issues and can see things from many angles - fiduciary, commercial, and regulatory. He is also an excellent diplomat who can help defuse challenging situations."
"Konrad is just fantastic - one of the most knowledgeable and thoughtful, considered lawyers around."
"Konrad is very experienced and hard-working."
Natasha Kapp advises on a broad range of trusts matters, including formations and restructurings.
"Natasha is absolutely brilliant. She always provides the best solution to any problem."
"Natasha is very thorough and will look at all angles when you go to her for advice. She is very knowledgeable and reliable."
Patricia Montgomery advises local and international clients on the structuring and administration of trusts. Montgomery was promoted to partner in 2023.
"Patricia is a really impressive individual."
"Patricia is technically strong."
Ranked Lawyers at
Carey Olsen
Guernsey
Members
Provided by Carey Olsen
Andrew Munro
Joanna Caen
Julie Currie
Kirsty McGeough
Laila Arstall
Mike Eades
Natasha Kapp
Nina Clift
Patricia Montgomery
Robert Quinn
Head of Department
Wendy Garrard