Appleby

When a family office or private wealth structure requires offshore legal work across multiple jurisdictions simultaneously, coordinating separate local counsel in each territory creates real execution risk. Appleby addresses this directly: as a single offshore law firm with offices in Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, the Isle of Man, Jersey, Mauritius, the Seychelles, Hong Kong, and Shanghai, it covers the most commonly used offshore structuring jurisdictions under one roof, practising the laws of eight of those jurisdictions natively.

For private clients and family offices, Appleby's dedicated Private Client and Trusts practice handles the legal layer of offshore wealth structures. The firm also provides complementary services through its affiliated entity Appleby Global Services, which delivers corporate administration, reporting, and fiduciary services for corporate structures. The combined legal and administration offering is relevant to family offices that use offshore entities for holding, investment, or succession planning purposes.

Specific areas where Appleby works with private wealth clients and their advisors include:

• Trust formation, administration, and trust litigation across Crown Dependencies and island jurisdictions
• Private acquisitions and equity transactions involving offshore vehicles, including private equity-backed deals and high net worth individual investments
• Regulatory and change-of-control processes for regulated entities in offshore financial centres
• Corporate structuring and fiduciary services via Appleby Global Services

The firm counts major private equity funds, listed companies, and high net worth individuals among its disclosed client categories. Pricing is not publicly disclosed and will depend on jurisdiction, transaction complexity, and scope. Appleby is a legal services firm, not a technology or advisory business, so clients requiring investment management, financial planning, or consolidated reporting will need to source those separately.

• Offshore trust formation and administration
• Private client legal advice across offshore jurisdictions
• Multi-jurisdiction corporate structuring for private wealth vehicles
• Private acquisitions and equity transactions involving offshore entities
• Regulatory and change-of-control legal advice in offshore financial centres
• Corporate administration and fiduciary services via Appleby Global Services

• Private Client and Trusts practice across Crown Dependencies and island jurisdictions
• M&A and private acquisition legal services for high net worth individuals and funds
• Trust dispute resolution and litigation
• SPAC and de-SPAC transaction advisory
• Segregated account framework structuring (Bermuda)
• Corporate administration and fiduciary services (Appleby Global Services)
• Multi-jurisdictional legal advice from a single firm across eight law systems
• Regulatory change-of-control processes for offshore regulated entities

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Fund Managers.