Private Trust Companies: A Handbook for Advisers

Overview


Elise McGee, Nicholas Holland, Jonathan Motto and Joseph Viviano contributed a series of chapters to Globe Law and Business’s Private Trust Companies: A Handbook for Advisers. This handbook is a comprehensive resource for anyone who advises ultra-wealthy families on private trust companies featuring chapters that fully explore the legal, regulatory and practical dimensions of forming and operating a private trust company.

The series of chapters examines the relevant law in prime jurisdictions including Bermuda, the Cayman Islands, Hong Kong, Jersey and key US states. Other chapters focus on organizational and operational issues, such as designing a private trust company’s ownership structure, implementing proper internal controls, outsourcing services and working with professional advisers. Important matters like coordinating with the family office, communicating with family, protecting privacy and handling disputes involving private trust companies are also covered.