As global attention sharpens on climate change and social justice issues, sustainability and responsible governance are increasingly becoming higher priorities for 'Millennial' and 'Gen Z' Beneficiaries....more
7/1/2025
/ Beneficiaries ,
Climate Change ,
Corporate Governance ,
Environmental Social & Governance (ESG) ,
Fiduciary Duty ,
Investment Management ,
Popular ,
Risk Management ,
Sustainability ,
Trustees ,
Trusts
Among a trustee's numerous powers, the exercise of its power of appointment is one it will most often be asked to consider exercising. It is also the power that will come under the most scrutiny from beneficiaries....more
The world of cryptoassets continue to evolve at a breathtaking pace, with cryptocurrencies such as Bitcoin and Ether reaching unprecedented heights and capturing the attention of HNWIs. Recent surges in the value of these...more
Under section 43(b) of the Trusts (Guernsey) Law, 2007, when a trustee resigns or is removed it may require that it be provided with reasonable security for liabilities before surrendering trust property....more
3/28/2025
/ Asset Management ,
Beneficiaries ,
Breach of Duty ,
Contract Disputes ,
Fees ,
Fiduciary Duty ,
Indemnity ,
Tax Liability ,
Trustees ,
Trusts ,
UK
As widely reported, the coming years will likely see a significant transfer of assets and wealth across generations.
Each family's circumstances will ultimately determine the nature and extent of these transfers, and any...more
Jurisdiction clauses in trust deeds are critical in determining the forum for resolving disputes. These clauses can be either exclusive, conferring jurisdiction to a specific court, or non-exclusive, allowing for flexibility...more
3/6/2025
/ Arbitration ,
Bermuda ,
Breach of Contract ,
British Virgin Islands ,
Cayman Islands ,
Contract Terms ,
Dispute Resolution ,
Enforcement Actions ,
Fiduciary Duty ,
Island of Guernsey ,
Jurisdiction ,
Settlement ,
Trustees ,
Trusts
Notwithstanding the turbulent past few months, which have seen roughly $2 trillion worth of value disappear from the digital asset ecosystem, we are still seeing an increase in enquiries by high net worth individuals...more