We have one of the strongest private wealth, corporate and finance offshore legal teams with particular expertise in working with single and multi-family offices and their advisers.
Increasingly, wealthy families are seeking to establish a dedicated office of hand-picked professionals to support the management and administration of the structures that hold the family’s assets.
Carey Olsen has many years’ experience of establishing such arrangements, including in relation to the regulatory and operational issues that need to be considered when setting up in Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey and Jersey.
We understand that each family office is unique and we develop close relationships with our clients in order to understand their specific needs and requirements. We provide a discreet, personal service and are seen as trusted advisers with a deep understanding of the complexity surrounding the legal, business and personal aspects of running a family office.
Our lawyers advise on all aspects of the structures that are administered by the family office, including the use of private trustee entities where members of the family or trusted advisers can sit on the board of the trustee. We can also assist in the preparation of family constitutions and governance documentation to encourage consensus and limit disputes about how wealth is managed in the longer term.
Carey Olsen has extensive experience in setting up family structures to hold private investments, business interests, philanthropic undertakings, luxury assets, property holdings and to administer family interests in order to protect the family wealth for generations to come.
Our family office services:
- Asset Protection
- Family Office Structuring and Management
- Corporate Structuring and Governance
- Environmental, Social and Governance (ESG)
- Private Equity and Investment Funds
- Philanthropy
- Private Trust Companies
- Corporate Real Estate
- Property Law
- Regulatory
- Relocation Services and Immigration
- Succession and Estate Planning
- Trusts, Wills and Foundations
我们拥有最强大的私人财富、公司和金融离岸法律团队,尤其擅长与单一和联合的家族办公室及其顾问合作。
富裕家族纷纷开始设立专门的投资团队,广纳精心挑选的专业人员,以更好地管理安排家族资产的架构。
在设立此类安排方面,凯瑞奥信拥有多年积累的经验,精通在百慕大、英属维尔京群岛(BVI)、开曼群岛、根西岛和泽西岛设立相应架构时需要考虑的监管和运营问题。
我们了解每个家族办公室都是独一无二的,因此我们与客户建立密切的关系,以了解他们的具体需求。我们提供谨慎、个性化的服务,并被视为值得信赖的顾问,对经营家族办公室的法律、商业和个人方面的复杂性有着深刻的理解。
我们的律师可以就家族办公室架构管理的各个方面提供意见,其中包括使用私人受托人实体,由家族成员或值得信赖的顾问在受托人的董事会任职等安排。我们还可以协助编制家族组织章程和治理文件,以鼓励家族成员达成共识,并防止家族成员就日后如何管理财富产生争议。
凯瑞奥信拥有丰富的经验,可协助设立用于持有私人投资、商业权益、慈善事业、奢侈品资产、物业以及管理家族权益的家族架构,保护未来几代人的家族财富。
我们的家族办公室服务:
资产保护
家族办公室架构和管理
公司架构和治理
环境、社会和治理(ESG)
私募股权和投资基金
慈善事业
私人信托公司
公司房地产
物业法
监管
迁移服务和移民
继承和遗产规划
信托、遗嘱和基金会
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- Nick Bullmore
- Bernadette Carey
- Russell Clark
- Keith Dixon
- Robert Dobbyn
- Chris Duncan
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- Richard Sykes
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