Trusts and foundations offer a range of succession, wealth planning and philanthropic solutions for individuals and families. Asset protection and taxation are likely to be important considerations when considering the merits of establishing such structures. Broadly, a trust is a relationship between three parties: the settlor (who creates and transfers property to the trust), the […]
Saffery Trust in Guernsey and Switzerland have announced three new hires to the firm, including the appointment of Dominic Lawton-Smith as Trust Director, along with seven promotions across its Guernsey and Geneva offices. Dominic Lawton-Smith joins from Crestbridge, where he led the Cayman private client business and was a Managing Director of the firm’s US […]
Saffery Trust Guernsey and Cayman Director, Lisa Vizia, has been named eprivateclient’s 50 Most Influential listing for the second time. Selected by a panel of PAM Insight judges based on their achievements and potential over the last year, the prestigious listing identifies individuals at the forefront of their professions. Lisa was previously named in the […]
Saffery Trust confirms the completion of its acquisition of Holdun Trust (Cayman) Limited (“Holdun Trust”) following the grant of regulatory approval from the Cayman Islands Monetary Authority. The combined business will operate as Saffery Trust (Cayman) Limited. Saffery Trust first established a Cayman offering in 2020, and the acquisition of Holdun Trust, first announced in […]
In 2020 The Grand Court of the Cayman Islands approved a Public Trustee v Cooper Application blessing a trustee’s momentous decision to distribute the trust fund to a small number of the discretionary beneficial class, who were the Shari’a heirs of the deceased settlor. In this case, it was noted by the judge that: “The […]
The last year has seen significant developments in the world of digital assets. After bursting into the mainstream in 2021, NFTs came of age, partly driven by the growing interest in commercialisation of the ‘metaverse’. At the same time, 2022 witnessed what has been called by many a ‘crypto winter’ with a number of digital […]
In an ever-evolving asset class, we take a look at how a trustee can be beneficial to clients holding digital assets. In this 6-episode series, Nicky Kendall, Rory Jones, Matthew Gilligan and Phil Radford from the Guernsey office discuss all things digital. They discuss the role of a trustee and how their services can play […]
Two Saffery Trust professionals have been recognised in the Spear’s 500 Tax & Trust Advisers Index 2022. Launched in 2014, the Spear’s 500 has become Europe’s most respected guide to the top private client advisers and service-providers for high-net-worth individuals. With research and rankings based on client and peer testimonials, editorial research, and face to […]
Judith Chatoo and Andrew Everton from the Geneva office discuss the advantages for clients in choosing Switzerland as a premier jurisdiction for their structuring and wealth preservation requirements.
Saffery Trust has once again been listed as a tier one firm in ePrivateClient’s ranking of Top Independent Trust Companies, continuing more than a decade of recognition as one of the top trust companies worldwide by the publication. A definitive industry guide to the leading trust and fiduciary service providers, the ranking has been split across […]
