Ogier

Private Wealth; Trusts Advisory Group; Family Office; Estate Planning, Wills and Probate; Private Wealth and ESG; Sustainable Investing and ESG

Partner

Josephine acts for a wide range of professional trustees, high-net worth families and family offices on all issues concerning trusts and foundations as well as private wealth, probate and regulatory matters. Her principal areas of expertise include advising on the establishment, ongoing administration and restructuring of complex trust structures, family offices and private trust companies (together with all related company and commercial law issues) and on rectifying and mitigating breaches of trust. Josephine also advises on charitable and philanthropic structures. Josephine works closely with her Dispute Resolution colleagues in connection with trustee representations to court and her Investment Fund colleagues in relation to Jersey's private fund regime. Admitted in: 2021 - British Virgin Islands 2009 - Jersey 2005 - Scotland (not practising)

Josephine is an Advocate of the Royal Court of Jersey, a BVI Solicitor and a Scottish Solicitor; a member of The Society of Trust and Estate Practitioners (STEP); and a member of the Jersey Finance working party on Family Offices in Jersey.

Josephine contributes to various publications including Trust & Trustees, STEP Journal, Offshore Investment, Jersey Finance and eprivateclient and regularly presents to local trust companies. She is peer reviewer for 'Trust & Trustees: Foundations special edition'; co-author of the Jersey chapter of 'European Cross Border Estate Planning'; co-author of the Jersey chapter of 'Planning & Administration of Offshore & Onshore Trusts'; and a contributor to the Jersey chapter of International Succession Laws. Josephine has also spent time on secondment as in-house legal counsel to a local trust company.