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Trust management and accounting lawyers
We have helped a great many people set up foundations and trusts, handling the full range of legal, accounting, management, and governance services from our offices worldwide. Our trust management lawyers and UK trust corporation can also act as executors or trustees.
When our clients set up a foundation or trust, it is critical that it is properly administered from inception, with clear oversight of accounting, compliance and ongoing governance.
Trust management and accounting expertise
Meeting legal and administrative obligations
We are skilled in trust management and accounting and have extensive experience in this field. Our trust lawyers can help you meet your legal and administrative obligations, wherever you are in the world.
This includes advising on the ongoing administration of trusts, maintaining appropriate records, overseeing compliance requirements and coordinating with other professional advisers to ensure that trust arrangements continue to operate as intended over time.
Global trust management services
Coordinated legal, accounting and governance support
Our team offers a comprehensive range of legal, accounting and management services from our offices in the US, Europe and Asia. As trust lawyers operating within a global trust management practice, we also advise on effective governance and best practices to support the ongoing administration of trusts and foundations.This integrated approach allows us to coordinate trust management services and accounting requirements across jurisdictions, helping trustees and families maintain oversight, consistency and appropriate standards of governance as arrangements evolve over time.
Acting as trustees and executors
Continuity and institutional support
Our trust management and accounting lawyers can act as executors or trustees, or you may appoint our UK trust corporation, WITCO, to act on your behalf[DM2.1].Using a trust corporation ensures continuity of service, for example where an individual trustee retires from the firm, while ensuring that trust management and administration are supported by an established institutional framework.
Track record
Mexican multigenerational trust
Using insurance, we worked on the tax-deferred dissolution of our client's substantial multigenerational trust structure alongside Mexican counsel.
European family with US connections
We advised our client, a non-domiciled UK resident and his family on a new structure that was required to be efficient from a US and UK perspective and with trusts designed to optimize tax efficiency for his children on the event of his death. Our family team also advised on a multi-jurisdictional post nuptial agreement.
Venezuelan family's assets
Acted for a Venezuelan family concerned about security and control of the family's assets now and for future generations. This resulted in a comprehensive restructuring of their worldwide assets, including the reorganization of existing trusts and creation of a flexible set of arrangements for the migration of trusts to separate jurisdictions for different beneficiaries.
A wealthy European family
A European family asked us to create an overarching trust structure to hold their commercial interests in the UK, Greece, Cyprus, Singapore and elsewhere. Resident in Monaco and London, the family needed the structure to operate as an estate plan, enabling wealth to be passed between generations. This was all done in conjunction with a family constitution governing the management of their wealth.
A wealthy European family
A European family asked us to create an overarching trust structure to hold their commercial interests in the UK, Greece, Cyprus, Singapore and elsewhere. Resident in Monaco and London, the family needed the structure to operate as an estate plan, enabling wealth to be passed between generations. This was all done in conjunction with a family constitution governing the management of their wealth.
European family with US connections
We advised our client, a non-domiciled UK resident and his family on a new structure that was required to be efficient from a US and UK perspective and with trusts designed to optimize tax efficiency for his children on the event of his death. Our family team also advised on a multi-jurisdictional post nuptial agreement.
A wealthy European family
A European family asked us to create an overarching trust structure to hold their commercial interests in the UK, Greece, Cyprus, Singapore and elsewhere. Resident in Monaco and London, the family needed the structure to operate as an estate plan, enabling wealth to be passed between generations. This was all done in conjunction with a family constitution governing the management of their wealth.
Mexican multigenerational trust
Using insurance, we worked on the tax-deferred dissolution of our client's substantial multigenerational trust structure alongside Mexican counsel.
European family with US connections
We advised our client, a non-domiciled UK resident and his family on a new structure that was required to be efficient from a US and UK perspective and with trusts designed to optimize tax efficiency for his children on the event of his death. Our family team also advised on a multi-jurisdictional post nuptial agreement.
Venezuelan family's assets
Acted for a Venezuelan family concerned about security and control of the family's assets now and for future generations. This resulted in a comprehensive restructuring of their worldwide assets, including the reorganization of existing trusts and creation of a flexible set of arrangements for the migration of trusts to separate jurisdictions for different beneficiaries.
Swiss succession planning
Making a will is an essential step in ensuring that your assets are distributed according to your wishes when you die. A will can provide clarity and guidance to your loved ones, reducing the potential for disputes and safeguarding your family’s future. It can also save tax and mitigate issues that arise in a cross border-context.Recent recognition
Our team
Charlie Tee
Partner | London
Ivan A. Sacks
Partner | New York
Patricia Milner
Partner | London
Christina M. Baltz
Partner | New York
Julia Abrey
Consultant | London
Hope M. Hottois
Paralegal | New Haven
Jynnette Glazebrook
Trust accounts assistant | London
Robert McLean
Trust manager | London
Insight
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Typical clients include
Families and family offices
Families call on us when they want a firm that understands their needs – whether they are looking to pass down wealth, set up a family office, or make their mark through philanthropy. Our family office lawyers have acted for many notable families down the generations. Find Out More
High net worth individuals
With complex interests that often span several jurisdictions, highly successful people need seamless advice. Our lawyers for high net worth individuals are ideally placed to provide this, with a full‑service offering across our offices covering everything from cross‑border tax to real estate. Find Out MoreGet in touch
Our website will give you a flavor of the advice we provide - if you would like to talk to us for more information, please contact our client services team who will be happy to assist.