Private client, trusts and tax

Carey Olsen

Numerous leading trust companies rely on Carey Olsen for advice in relation to the structuring and restructuring of Guernsey-based trusts, with the firm’s dispute resolution team lending support in contentious matters. Team lead Russell Clark‘s primary focus is the establishment of complex trusts, with additional expertise in family governance and estate planning. Natasha Kapp is noted for her understanding of foundations and other philanthropic structures, while Konrad Friedlaender continues to advise on matters ranging from trust disputes to the design of pension and share schemes. Patricia Montgomery is an expert in fiduciary duties, advising on the creation of offshore trusts and advising professional trustees of their obligations.

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Testimonials

Collated independently by Legal 500 research team.

'The team is consistently proactive in all matters, ensuring that their clients are kept up to date. Their knowledge and experience are extensive, which helps to provide the best service.'
'The team has been available at a moment's notice to work through matters or deal with queries, which provides comfort and support to their clients.'
'Carey Olsen is our go-to Guernsey law firm. The strength and depth of the team are unparalleled in Guernsey, and they are approachable and commercial. I would have no hesitation in recommending them, and do.'
'Patricia Montgomery's professionalism and focus is always on point. She can give succinct advice that you can rely on, and always does so with a smile.'
'The team at Carey Olsen has strong capability in all areas of private client practice and are a go-to firm for me. Their ability to give expert advice suitable and tailored to the client and working with sometimes shorter than ideal deadlines is much appreciated.'
'Patricia Montgomery and Russell Clark are great to work with, and I would regard Patricia as a very safe pair of hands looking after our clients when they need Guernsey advice on trusts, tax, corporate holding vehicles and estate planning more generally.'
'The team at Carey Olsen is very customer focused and from my experience, they have good knowledge of the trust industry. They are extremely knowledgeable and offer practical, value-for-money advice.'
'Natasha Kapp has the ability to deal with the most complex matters, she is extremely bright and is a pleasure to deal with. Konrad Friedlaender is a pre-eminent lawyer in the area of Guernsey trusts.'

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