Trusts/private client in British Virgin Islands

Walkers BVI

Walkers BVI plays a key role in the firm's renowned cross-Caribbean and indeed global offering in trusts and private client matters. The multi-jurisdictional team of specialists support wealthy families, entrepreneurs, family offices, family businesses, and the range of onshore advisers for such. The range of work, which encompasses contentious and non-contentious matters, includes using trusts and companies for wealth planning purposes; private capital investment; succession planning; trust and estate disputes; commercial trusts; and related regulatory issues. Rosalind Nicholson leads the group in the BVI and receives client praise for her 'clear and pragmatic advice'. She is particularly well regarded for advice to family business companies. Oliver Clifton is the contact to note for disputes in this field, and Omonike Robinson-Pickering has recently advised a breadth of businesses and private clients on succession matters in the BVI.

Les références

‘Ability to provide seamless contentious and non-contentious trust advice.’

‘Rosalind Nicholson provided clear and pragmatic advice to the clients. Her guidance was key and enabled the clients to take informed decisions on the course of action to be undertaken.’

‘We have used Walkers because of the breadth and depth of their offshore expertise in all of the relevant jurisdictions. They are excellent lawyers and very responsive.’

Principaux dossiers


Harneys

Commended by clients for its ‘practical and reliable legal advice, especially regarding BVI trust law‘, Harneys is seen as go-to destination for both commercial and HNWI clients requiring assistance with core trusts issues, as well as in wider private wealth services. As part of a substantial non-contentious private wealth offering across the Caribbean, the BVI assists with all aspects of the establishment and restructuring of BVI trusts, office estate planning and probate issues, and investments in assets on the islands. On the contentious side, a dedicated group regularly acts in complex international trust disputes and cross-border succession cases. Ayana Hull leads the group in the BVI and is accomplished in both trusts and general private client wealth management issues. Cayman Islands-based Henry Mander is another senior name to note for BVI matters, with Myles Chingara being the support lawyer to note on Tortola. Matthew Howson in London is also active in BVI work.

Responsables de la pratique:

Ayana Hull


Autres avocats clés:

Henry Mander; Myles Chingara; Matthew Howson


Les références

‘Harneys stands out for its exceptional commitment to client service. The team’s strengths are evident in their profound expertise across various legal domains, coupled with a deep understanding of the local and international legal landscape. The firm prioritizes client needs, offering tailored solutions that are both practical and strategic. The firm leverages cutting-edge legal tech to streamline processes, enhance efficiency, and improve client communication.’

‘The individuals at Harneys are distinguished by their exceptional legal acumen, dedication, and client-focused approach. Among the many talented professionals, a few stand-out partners and associates deserve special mention – Matthew Howson and Henry Mander.’

‘Henry Mander is approachable and thoughtful on trust law questions.’

Principaux dossiers


Conyers

A plethora of high-net-worth and ultra-high-net-worth individuals and family estates look to the team at Conyers for both contentious court applications and non-contentious advisory matters related to trust structures and restructurings. Robert Lindley at the firm's Cayman Islands office is the main contact for BVI-related work in this area, and has acted in high value trust restructuring applications, trustee direction and Beddoe applications, breach of trust claims, rectification applications and probate matters. Matthew Brown is a BVI-based lawyer to note and has a broad practice for trusts and private wealth.

Responsables de la pratique:

Robert Lindley


Principaux dossiers


  • Advised the executor in a contested BVI probate proceedings involving cross border issues.
  • Advised an HNW family on the establishment of complex dynastic BVI trusts and underlying corporate structure.
  • Advised the trustees on a contested trust dispute proceedings in relation to a multi-jurisdictional dispute.