Ogier
Ogier‘s private wealth team works alongside the firm’s corporate, funds and private equity practices to support HNW families seeking to set up trusts in Jersey, advising on the establishment and management of complex trust structures and private investment funds, with an increased focus on ESG investments. Beyond trusts, the practice has assisted with setting up Jersey-registered charities and other philanthropic vehicles, as well as building up its ties to clients in the Middle and Far East. James Campbell and Josephine Howe jointly lead the practice, advising professional trustees and family offices on all aspects of Jersey trusts, with the latter also providing support in regard to charitable structures. Katherine Neal is the group’s employee incentives specialist, advising on employee reward schemes, pension plans and JPUTs, while Henry Wickham handles matters relating to estate planning and issues concerning wills. Steve Meiklejohn is noted for his work advising HNWIs on estate planning, trust and fiduciary structures.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- 'Very approachable and helpful team. Willing to commit their opinions to paper.'
- 'Katherine Neal is one of the most practical lawyers I have ever come across, going the extra mile to assist with finding a solution to any issues.'
- 'The team is very commercial, approachable and knowledgeable in their area.'
- 'Excellent team who turn around work in a timely manner and think through relevant matters carefully and with a useful pragmatism. Have the scale to cope with a large number of matters when needed and have some very good associates.'
- 'Katherine Neale - always approachable and helpful. James Campbell - good technical knowledge and leads a strong team who understand the way in which Jersey trusts and company businesses work. Katie Baxter - excellent senior associate who is highly competent and responsive.'
- 'I would describe them in 3 words: friendly, approachable and proactive.'
- 'Steve Meiklejohn is calm, knowledgeable and extremely approachable. Steve provides excellent client service that brings to bear a vast level of experience and expertise.'
Work highlights
- Advised in relation to the formation of a large PTC structure for an UHNW family.
- Advised a HNWI settlor on estate and succession planning matters, including the establishment of a new Jersey trust and family governance.
- Advised a large multinational bank on its pension scheme, which was established by way of a Jersey law trust.
Lawyers
Hall of Fame
The lawyers at the very top of the profession, widely known and respected by peers and clients for their longstanding involvement in market-leading work.