Trusts, Wills & Estates

Our Private Client Trusts Department specialises in the creation of all types of BVI trusts, with particular emphasis on the creation of trusts to hold family trading and investing companies.

Our Private Client Trusts team is at the forefront in creating new and innovative BVI trust solutions that seek to complement and safeguard the holding of assets by a BVI Business Company.

While the main focus of the team is on the creation of BVI trusts, we also have capacity to advise in relation to trusts governed by the laws of the Cayman Islands.

We are frequently instructed by leading international law firms, professional trust companies, leading private banks and wealthy private families on all matters relating to BVI trust law. 

Family Trusts

Our team is able to provide trust solutions that are tailored to a client’s individual needs and range from a simple trust to hold assets for one family generation, to a complex trust designed to last for multiple family generations.

We have developed particular expertise in creating trusts specifically for use in the holding of trading businesses, with an emphasis on the unique needs and requirements of wealthy private clients from India, Latin America, Asia and Russia. 

Private Trust Companies and the Family Office

Our team is at the forefront in providing advice and assistance in the creation of private trust companies as an integral part of the establishment of a private family office, and has developed innovative solutions to the holding of shares in a private trust company.  

Purpose Trusts

We are regularly instructed to create non-charitable purpose trusts for commercial off-balance sheet purposes, and charitable purpose trusts for wealthy entrepreneurs that wish to make benevolent donations in a private and confidential manner, while avoiding the public registration and scrutiny encountered in their home jurisdiction.  

Commercial Trusts

Our team is experienced in the creation of unit trusts for both opened and closed end schemes and has experience in the creation of employee trusts, and insurance trusts.  

Regulation of Trusts and Trust Companies

We regularly advise in relation to the statutory regulation of companies conducting trust business, whether as trustee, protector of a private family trust or a company acting as the manager of a mutual fund.  

International Wills

We also draft and prepare all types of wills, from a simple will disposing of shares in a BVI Business Company to a complex will establishing a family trust.  

International Estate Administration

Our team is able to assist in the process of obtaining probate to an asset held in the BVI, whether land or shares in a BVI Business Company, and can assist in the practical administration of estates.

Contact Sheila George for more on Trusts, Wills & Estates.