Ogier assists settlors and testators with the drafting of trust instruments and wills, and is able to assist those settlors, their trustees and protectors with the restructuring of trusts, including where relations between family members have broken down, where the practice works with its dispute resolution colleagues. The team is headed jointly by James Campbell, who advises on wealth management strategies and structures, and Josephine Howe, who in addition to wealth-holding vehicles is also called upon to help structure charitable trusts. Henry Wickham takes the lead on estate planning matters and the drafting of wills, with Richard Laignel overseeing the structuring of both private wealth trusts and those used for pension schemes. George Yates assists HNWIs with wealth protection structures and guides them through their succession planning.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- The Ogier team is just easy to work with. We have a streamlined onboarding process that makes engaging them so efficient. They also turn around work in an equally efficient manner. They are our go-to firm for all routine legal matters and are always included in quotes for larger transactional matters. A key strength is the way in which all teams (private wealth, DR, corporate) work together to provide a seamless service to trust companies.
- I'd like to give special mention to Josephine Howe. She is always available and happy to address queries in a practical way. I very much enjoy working with her. George Yates is also very responsive and helpful.
- Ogier is a forward-thinking firm. Not only do they know the law, but they also help shape it.
- I have worked with everyone in the team. However, my go-to is Stephen Lord, who is excellent and always available to speak to. You can always be guaranteed of 5-star service and advice.
- Richard Laignel and Stephen Lord assisted greatly on an urgent matter - grasped the key issues swiftly and delivered high quality, well-priced advice in a swift manner.
- The Ogier team is always very responsive, provides concise practical advice, and is willing to work pragmatically.
Work highlights
Provided advice to a HNW middle eastern settlor in relation to the establishment of a new Jersey purpose trust and private trust company structure, to act as trustee of multiple family branch trusts.
Advised the principal beneficiary of multiple Jersey discretionary trusts for the benefit of members of the same family in relation to a restructuring linked to a post-nuptial agreement.
Provided advice to Jersey trustees in connection with a hybrid private wealth and co-investment fund structure comprising a purpose trust, private trust company and multiple unit trusts.
Lawyers
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Leading associates
Leading associates with regular involvement in their team's key work, and recognition from peers or clients as being ones to watch.
Practice head
James Campbell; Josephine Howe
Other key lawyers
Henry Wickham; Richard Laignel; George Yates; Stephen Lord