Private Trusts

Trustee Advisory

Private trusts are a powerful tool for managing, protecting, and passing on wealth in a structured and flexible way. We advise individuals, families, trustees, and beneficiaries on the creation, administration, and long‑term management of trusts, ensuring that arrangements are legally robust, tax‑efficient, and aligned with your personal and financial objectives. Our approach combines technical expertise with a clear understanding of family dynamics and long‑term planning.

We assist clients in establishing trusts for a wide range of purposes, including asset protection, succession planning, provision for children or vulnerable beneficiaries, and the management of family wealth across generations. We provide guidance on selecting the most appropriate trust structure, drafting trust deeds, appointing trustees, and defining powers and responsibilities. Our focus is on creating arrangements that offer clarity, flexibility, and long‑term stability.

Our team also supports trustees with the ongoing administration of trusts, including compliance, reporting, decision‑making, and the management of trustee duties. We help navigate complex issues such as distributions, investment decisions, tax considerations, and disputes between trustees and beneficiaries. Where challenges arise, we provide clear, pragmatic advice to resolve matters efficiently and protect the integrity of the trust. For beneficiaries, we offer guidance on understanding rights, entitlements, and the practical implications of trust arrangements. Whether you are receiving distributions, seeking information, or navigating a dispute, we ensure you have the clarity and support needed to make informed decisions.

Our priority is to deliver tailored, discreet, and forward‑looking advice that protects your interests and supports the long‑term stewardship of family wealth. Whether you are establishing a new trust or managing an existing one, we provide the structure, insight, and confidence needed to safeguard your legacy.

Represented lender on a £125,000,000+ refinancing of various credit facilities for a multinational manufacturer with assets located across Canada and in the United States.
Lawyers in
Private Trusts

Managing Partner

Foreign Counsel and Head of Landlord & Tenant