Bernadette Carey > Carey Olsen > Grand Cayman, Cayman Islands > Lawyer Profile
Carey Olsen Offices

WILLOW HOUSE, PO BOX 10008
CRICKET SQUARE
GRAND CAYMAN, KY1-1001
Cayman Islands
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Bernadette Carey

Work Department
Trusts and Private Wealth; Dispute Resolution and Litigation; Family Office; Private Client; Regulatory; Relocation Services
Position
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).
Career
Bernadette is admitted as a barrister and solicitor in New Zealand (2002) and Australia (2005), and as an attorney-at-law in the Cayman Islands (2008).
She was formerly with Buddle Findlay (New Zealand), Henry Davis York and Colin Biggers & Paisley (both Australia) and Conyers Dill & Pearman (Cayman Islands).
Lawyer Rankings
Cayman Islands > Trusts/private client
(Leading partners)‘Knowledgeable, relatable, and commercial‘ partner Bernadette Carey spearheads the trusts and private wealth practice at Carey Olsen, whose diverse client base regularly look to the team for trust structuring and restructuring, wealth management arrangements, contentious trusts matters, and court applications. Carey has helped grow the firm’s offering in this area across both the Cayman Islands and the BVI; her advisory practice includes succession planning and wealth structuring, as well as general estate planning for the next generation, while on the contentious side she is accomplished in multi-party litigation and arbitration. Graham Stoute maintains a broads trusts practice, and at senior associate level Sarah-Jane Hall was joined by Katie Turney, who was hired from Wedlake Bell LLP in September 2023.
Cayman Islands > Dispute resolution
Carey Olsen is a well regarded name across insolvency and related dispute resolution globally, its Cayman office playing a key role in multi-jurisdictional matters, often working closely with the firm’s substantial teams of litigators in Singapore and Hong Kong. Matters routinely handled by the practice include big ticket liquidations, trust and estate disputes, fraud claims, and a range of commercial litigation. Sam Dawson leads the team and is described by one client as a ‘disarming litigator‘. He is particularly strong in financial services cases. ‘Excellent lawyer‘ Denis Olarou is another client favourite, and Peter Sherwood remains a go-to contact for insolvencies. The ‘extremely knowledgeable and experienced‘ Bernadette Carey is a further name to note, while support on financial services disputes comes from Nigel Smith.
Lawyer Rankings
- Leading partners Cayman Islands > Trusts/private client
- Dispute resolution Cayman Islands
- Trusts/private client Cayman Islands