A practical guide to setting up a family office in Jersey

Around the world family offices are growing in number. Family offices are increasingly becoming the organisation of choice for very wealthy families because they can be tailored to meet the individual needs of the families establishing them.

Related briefings

Cayman trusts: A toolbox for tough times

With trust assets becoming more unusual in nature, beneficiaries establishing careers and family homes across the globe, and the regulatory environment growing increasingly complex, the modern trustee can be faced with a wide range of issues to address and challenges to overcome.

Implementation of court orders involving non-parties – a warning from Guernsey

Family practitioners are well-versed in avoiding potential pitfalls of implementing and enforcing settlements agreed in the family courts. Particular difficulties can arise where an order requires steps to be taken by non-parties resident outside the jurisdiction of the relevant court, potentially requiring unexpected further (and avoidable) litigation to give effect to such an order.

Relocation: Your move to Jersey…

For decades, Jersey has opened its doors to a limited number of individuals and businesses attracted not only by the Island’s charm and beauty but also by the many advantages to be gained from its location. Here, Carey Olsen property partner Christopher Philpott summarises some of the key points to consider.

Relocation: Your move to Guernsey…

An increasing number of wealthy individuals, entrepreneurs and financial services principals have chosen to move to Guernsey with their families in recent years, with some also relocating their businesses to the Island. Here, Carey Olsen property partners Jason Morgan and Davey Le Marquand look at some of the practical issues to consider when contemplating a move to Guernsey.

Latest Briefings

European Access Plan: Your gateway to business in the EU

On 24 December 2020, the UK officially left the European Union and, under the Brexit agreement, is now a third country to the EU, outside both the single market and customs union. The change means that UK-EU cross-border business activities are now subject to a number of trade barriers, including adjusted and strengthened border controls and additional administrative work.

Costs risk in appeals from the Irish tax appeals commission

The Finance (Tax Appeals) Act, 2015 introduced a new architecture for the hearing and determination of tax appeals. Amongst other changes, the Tax Appeals Commission (the “TAC”) replaced the Appeal Commissioners, with appeals directly to the High Court only on question(s) of law arising from the TAC’s determination (a ‘case stated’), rather than to the Circuit Court on the basis of a full rehearing of the tax appeal.

EAEU Treaty on trademarks comes into effect

The Eurasian Economic Union (EAEU) Treaty on Trademarks, Service Marks and Appellations of Origin of Goods came into effect on April 26, 2021. It serves as a foundation document for the formation of a regional system within EAEU territory.

Banking leaders discuss keeping pace with growth, digital transformation and driving operational efficiency

In a live webinar hosted by the Financial Times, Clare Hart, CEO of Williams Lea, joined two top operational leaders in the corporate and investment banking industry, David Sliney, Chief Operating Officer of investment bank, Stifel and Paul Poggi, Managing Director and Chief Operating Officer of specialist M&A advisor, Harris Williams, in a panel discussion on the intense pressure within corporate and investment banks to find better and more cost effective ways of running core support functions.

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Oil giants spar over $340m in Clydes’ bank account

The High Court has said it will not drag the National Crime Agency (NCA) into a battle over whether a Saudi energy firm can access over $340m from a bank account held by Clyde & Co. The judge said that the NCA was not required to “explain itself” over whether Clydes would fall foul of […]

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Ashfords announces redundancies among support staff

Ashfords is the latest firm in the UK200 to announce redundancies as a result of Covid-19, with a number of jobs being slashed among support staff. This latest decision is a consequence of a new strategic initiative entitled “Project Refresh”, which chief executive Louise Workman claims is a means of “future-proofing” the business. Workman, who […]

FTSE 100 tech group hires new legal chief

FTSE 100 technology company Halma has appointed a new general counsel from BP. Funmi Adegoke takes on the top legal role following the departure of its inaugural GC Ruwan De Soyza in April. As Halma’s sole lawyer, Adegoke will have global responsibility for its legal and compliance affairs, as well as overseeing the company secretariat […]

Forsters and RPC clash in negligence claim against Charles Russell Speechlys

Charles Russell Speechlys (CRS) is facing a professional negligence claim from a former client who has accused the firm of providing “substandard planning advice”. Forsters is bringing the case against CRS on behalf of real estate developer Zipporah Lisle-Mainwaring, who is criticising the firm for advice given when purchasing a property in central London. Lisle-Mainwaring […]

Gherkin Kirkland

Kirkland leads for Bain Capital in latest insurance-related investment

Three firms fielded teams of lawyers on a deal that saw Bain Capital Credit agree a strategic partnership deal with insurance investor Beat Capital Partners. Kirkland & Ellis won the mandate from Bain’s credit arm, with a team led by transactional partners Rajab Abbassi and Aprajita Dhundia, as well as insurance regulatory partner Parimah Hassouri and […]

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