In addition to advising on wealth protection trust structures, Appleby is also consulted by HNW clients looking to use corporate structures for their private wealth holding vehicles, also working with the litigation team to handle disputes between family branches, settlors and trustees. David Dorgan leads the team, helping his clients manage and protect their wealth via trusts and foundations, and on setting up philanthropic vehicles. Michael Davies is equally at home assisting HNWIs with trust structuring as he is accompanying family offices through their transactions.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- David Dorgan is a very pragmatic, non-contentious trust lawyer. He is very user-friendly for trustees and clients, with excellent knowledge of the law and its application to solve problems.
- The depth of knowledge is at a high level. Response times are good, and they will work outside of hours for urgent transactions.
- Appleby is brilliant in general. It has extensive cross-jurisdictional expertise. The people are also fantastic: it is a well-oiled, intelligent, and efficient team.
- Length of service, experience, and familiarity with the client base. Collaborative and sensitive to the Trustee position.
- The personal touch and knowledge of our business and the type of clients that we serve. Finding practical solutions at a realistic price.
- The private client and trusts team at Appleby in Jersey leads the way in dealing with the most complex and challenging cases. Their experience is among the very best the jurisdiction has to offer.
- Fraser Robertson stands out as an experienced trusts lawyer and an excellent advocate. He is committed to his clients' cases and has a thoroughly pragmatic approach that clients love.
- Friendly and knowledgeable staff who are experts in their respective fields.
- One of the big players in Jersey. There are few Jersey trust cases where this firm is not involved, and that is because of the wealth of experience and expertise it enjoys.
- I really rate Carlos de Serpa Pimentel - wise, strategic, and so experienced.
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
David Dorgan
Other key lawyers
Michael Davies