Trust management and accounting

When our clients set up a foundation or trust, it is critical that it is properly administered from inception.

We have long experience in this field and 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. We can also advise on effective governance and best practices, in order to ensure that your goals are achieved.

Our lawyers are able to 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.

Further obligations on taxpayers with offshore affairs: The 'requirement to correct'


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Recognition

Ranked in Band 1 for private client for the last 16 years

Leading firm for private wealth

Ranked in top tier for personal tax, trust and probate

UK top 25 private client law firm 2017

Meet the team

How the team can help

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.

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.

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.

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.

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