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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.
We are skilled in trust management and accounting and have extensive experience in this field. Our trust management solicitors can help you to meet your legal obligations, wherever you are in the world.
Our team offers a comprehensive range of legal, accounting, and management services from our offices in the US, Europe, and Asia. In our capacity as a global trust management law firm, we can also advise on effective governance and best practices, to ensure that your goals are achieved.
Our trust management and accounting lawyers can act as executors or trustees, or you can appoint our own UK trust corporation, WITCO, to act on your behalf. This would ensure continuity of service if, for example, your trustee were to retire from the firm.
Abolishing the UK non-dom regime – what are your options in the UK and globally?
The decision from the current UK government to abolish the existing regime and promises made by the opposition to do the same has left many of you with questions and uncertainty. What does the future hold and what actions can you take now?
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.
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
Jynnette Glazebrook
Trust accounts assistant | London
Robert McLean
Trust manager | London
Mark Coates
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 and run a family office, or make their mark through philanthropy. Find Out More
High net worth individuals
With complex interests that often span several jurisdictions, highly successful people need seamless advice. With a full-service offering across our offices around the world, we provide just that. Find Out MoreGet in touch
Our website will give you a flavour 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.