Our services. Private Client Services
Our Private Client team advises international families and trustees on the effective structuring and management of private wealth. We provide tailored, confidential advice that protects assets and supports long-term succession goals.
We work closely with family offices and professional advisers to design and implement structures that are robust, compliant and aligned with clients’ values.
Our expertise includes:
- Trust and foundation structures – establishment, administration and reorganisation of trusts and foundations for asset protection and succession planning.
- Private trust companies and family offices – designing bespoke governance frameworks that offer flexibility, control and continuity.
- Cross-border estate and succession planning – coordinating with advisers in other jurisdictions to achieve tax efficiency and smooth intergenerational transfer of wealth.
- Regulatory and fiduciary advice – guiding trustees and directors through evolving compliance, governance and reporting obligations.
- Philanthropy and charitable vehicles – structuring foundations and charitable trusts that deliver long-term social impact.
- Dispute risk management – advising on the mitigation and resolution of potential trust and estate conflicts with discretion.
Our clients include ultra-high-net-worth individuals, family offices, institutional trustees and intermediaries. From trusts and foundations to private trust companies and family offices, our team delivers sophisticated Isle of Man solutions that reflect each client’s personal and commercial priorities. Our lawyers combine deep technical knowledge with cross-border experience, providing clear, pragmatic advice to clients, intermediaries and fiduciary professionals worldwide.
We are trusted for our technical excellence, confidential approach and seamless coordination with advisers in multiple jurisdictions ensuring that family wealth is structured to endure, adapt and prosper across generations.
