Trusts/private client

Partner

Partner, Head of Cayman & BVI Private Client & Trust

Andrew specialises in all aspects of Cayman Islands and British Virgin Islands international wealth structuring for individuals and financial institutions. He is well recognised with awards and distinctions, including a STEP Founder's Award and being named in the 2022 Private Client Global Elite; a "Leading Individual" in both Trusts & Private Client Legal 500 2018 and Who's Who Legal 2020; and as "Highly Regarded" by IFLR 2018. He is past chairman of STEP Cayman; a founding board member of the STEP LatAm Conference and the STEP Cayman International Wealth Structuring Forum; a member of the International Tax Planning Association and The International Academy of Estate and Trust Law and, an overseas member of the Chancery Bar Association and a fellow of the American College of Trust and Estate Counsel. Andrew is the Editor of the STEP Directory Cayman Section and contributes the Cayman Section of International Trust Precedents, the BVI Section of International Succession Law and the BVI and Cayman Sections of Globe Law and Business Private Trust Companies.

Partner

Partner

Daniel offers a full private client service covering every aspect of immigration, residency, trusts and wealth structuring, estate planning, probate and family law. He advises high-net-worth individuals and companies on a variety of immigration issues and has extensive experience of assisting persons of independent means, families and businesses with relocation to the Cayman Islands, where he has lived since 2013. Daniel handles every type of immigration matter including applications for long term and permanent residence, Cayman Islands and British citizenship, the right to be Caymanian (Cayman Status) and all related appeals. Daniel also advises high-net-worth individuals, families and institutional clients on a range of non-contentious trust and wealth structuring matters. He is experienced in the preparation of Wills and regularly submits applications for grants of probate, letters of administration, resealing of foreign grants and guardianship. Daniel has considerable expertise in family law and offers a broad practice covering contentious and non-contentious divorce, pre and post-nuptial agreements, separation, financial and ancillary relief and all Children Law matters including residence, contact, custody, relocation and removal from the jurisdiction.

Bernadette is the head of our Cayman Islands trusts and private wealth team and has a broad private client practice advising on wealth structuring and estate planning matters, including the administration, restructuring, and termination of trusts, as well as probate and testamentary issues. She also has significant experience in trust litigation, regularly appearing before the Grand Court of the Cayman Islands on multi-party non-contentious applications and contentious trust disputes, as well as in respect of estate litigation and other cross-border private client disputes. Bernadette regularly advises high net worth individuals, trustees, beneficiaries, family offices, executors, wealth managers, institutional clients, and onshore legal teams on all aspects of trusts and estates law in the Cayman Islands. She is an elected member of the International Academy of Estate and Trust Law (TIAETL), where membership to the global body is by invitation only and is highly selective. All members must have practiced law in the Academy's areas of interest for at least ten years and must have distinguished themselves through lecturing, writing or participation in professional organizations. They must also have demonstrated a significant interest in the continuing development of the law of their own countries. She is also an International Fellow of the American College of Trusts and Estates Counsel, and a long-standing Council Member of the Cayman Islands branch of the Society of Trusts and Estates Practitioners. Bernadette is the author of the Cayman Islands chapters of numerous private client texts, including "International Estate Planning: A Reference Guide" and "Trusts in Prime Jurisdictions". Bernadette is recognised for her trusts and private client work by Chambers, Who’s Who Legal, and Legal 500 with market sources describing her as 'incredibly hard-working' and 'really first class'. She has also been described as 'an exceptional talent and a pleasure to work with'; as someone who 'stands out as being especially intelligent, considered and commercial'. Bernadette's 'perspective on both contentious and non-contentious matters is very beneficial' and 'her background in litigation means she knows what works and what doesn't when it comes to trust structuring' (Legal 500 and Chambers and Partners HNW).

Counsel

Senior Associate. Sally specialises in both contentious and non-contentious international trusts and private client work. As a commercial litigator, she also has experience in shareholder disputes, and insolvency litigation and general commercial disputes. Sally has over nine years of experience working offshore, in both Cayman and Guernsey. Sally regularly advises trustees, high net worth individuals, family offices and charitable organisations on the establishment, restructuring and administration of trust structures, including in relation to the use of STAR trusts, Foundation Companies and private trust companies. Sally also advises on trust matters relating to the establishment and administration of investment funds structured as unit trusts, pension trusts and employee benefit trusts. Sally has significant experience in relation to trust litigation matters, including in relation to applications for directions, court blessings, mistake and rectification, as well as grants of probate and letters of administration, and resealing foreign grants. Prior to moving to Cayman in December 2016, Sally worked in Guernsey and in Australia for several years. Work highlights include: Acted on behalf of a numerous trustees or beneficiaries in connection with several notable rectification, mistake or blessing applications Advising the joint official liquidators of Platinum Partners Value Arbitrage Fund LP In the matter of AA (as Trustee of the A Trust) – represented outgoing trustees in an in camera application for a court blessing to replace the trustee in light of investigations being carried out by the Serious Fraud Office TCCI & Ors v East Forest Green Limited (in liquidation) & others - acted for a former Guernsey Trustee and its directors in relation to a claim for breach of trust and dishonest assistance Friends Life Group Scheme of Arrangement - assisted with advising on the £5.6bn acquisition of the Friends Life Group Jackson & Ors v Dear & Ors – acted for the Tetragon entities in relation to a derivative action filed in the Royal Court of Guernsey against Tetragon entities and its executive and independent directors Carlyle Capital Corporation Limited (in liquidation) and Ors v. William Elias Conway Jnr and Ors. – assisted on a complex multi-jurisdictional dispute representing The Carlyle Group and its executive directors in relation to a claim for breach of directors' duties brought by the liquidators of the Carlyle Capital Corporation for losses exceeding $1bn.

Counsel

Graham is based in Carey Olsen's Cayman Islands office and advises private and institutional clients on the establishment, re-organisation and administration of Cayman and BVI trusts and trust structures, including STAR and VISTA trusts, private trust companies, commercial trust arrangements and charitable trusts.  Graham also advises generally on wills and estate planning matters, probate and resealing applications, and the administration of complex estates.