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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? 
Non-dom resources

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.

Our team

Patricia Milner

Patricia Milner

Partner | London

Patricia Milner

Partner | London

Private client and tax

Christina M. Baltz

Christina M. Baltz

Partner | New York

Christina M. Baltz

Partner | New York

Private client and tax

Charlie Tee

Charlie Tee

Partner | London

Charlie Tee

Partner | London

Private client and tax

Ivan A. Sacks

Ivan A. Sacks

Partner | New York

Ivan A. Sacks

Partner | New York

Private client and tax

Julia Abrey

Julia Abrey

Consultant | London

Julia Abrey

Consultant | London

Private client and tax

Robert McLean

Robert McLean

Trust manager | London

Robert McLean

Trust manager | London

Private client

Jynnette Glazebrook

Jynnette Glazebrook

Trust accounts assistant | London

Jynnette Glazebrook

Trust accounts assistant | London

Private client

Mark Coates

Mark Coates

Trust Manager | London

Mark Coates

Trust Manager | London

Private Client

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Typical clients include

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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
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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 More

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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.

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