Phillip Kite

+442037523601

Phillip Kite

Managing Partner  |  Harneys
JURISDICTIONS QUALIFIED IN

England and Wales (not practising)
British Virgin Islands
Anguilla


Robin Rathmell

+1 646 327 9424

Robin Rathmell

Partner  |  Kobre Kim
JURISDICTIONS QUALIFIED IN

Washington DC
New York
British Virgin Islands
England and Wales

TOP 3 AREAS OF EXPERTISE

Asset Protection
Dispute Resolution
Asset holding structures

Q&A

What has been the highlight of your practice over the past 12 months?

Working on high-profile civil and criminal asset forfeiture and related trusts matters, as well as commercial and insolvency litigation around the world, often involving parallel actions brought by both U.S. and non-U.S. government agencies.

What advice would you give rising stars/new lawyers in the private client world?

Don’t be a lawyer, be a problem-solver.

What is your favourite quote?

"If you can’t explain it simply, you don’t understand it well enough.” – Albert Einstein


Lisa Vizia

+44 (0)1481 705349

Lisa Vizia

Director  |  Saffery Champness
JURISDICTIONS QUALIFIED IN

Guernsey
Cayman Islands
British Virgin Islands

Society of Trust and Estate Practitioners (STEP) since 1997
Institute of Directors (IoD)

I am based in Guernsey so have expertise in Guernsey and Cayman trusts, foundations and companies, however I administer and act and Trustee and Director of trusts and companies from multi-jurisdictions so I have expertise in several other jurisdictions, predominantly in relation to Cayman Law Trusts and Cayman Companies as well as companies in Bermuda, BVI, Bahamas amongst others.
I also predominantly work with Middle Eastern Families in relation to client jurisdictions and also with some Russian Families.

TOP 3 AREAS OF EXPERTISE

Working with Family Offices/being trusted adviser
Middle East structures/ Shari’a Law understanding
Non-standard assets and investments

RECOMMENDED SPECIALISMS

Exotic Assets
Multi-National Families

Q&A

What has been the highlight of your practice over the past 12 months?

Following the demise of a Middle Eastern Ruling Family principal, I worked with the Family Office and the principal’s Trusted Adviser to identity, reconcile and report on all assets and liabilities across over 70 companies and 20 jurisdictions for a multi-billion dollar Estate and Trust Structure. This included coordinating legal and tax advice, obtaining Shari’a advice to interface the multiple probates for the Estate assets and also interpreting Shari’a law with the proper law of the Trust being Cayman. Proceedings are being conducted in Cayman to obtain a blessing for a momentous decision for the administration and distribution of assets for the benefit of the Heirs in accordance with Shari’a law. I met all the Heirs and explained the concept of the Trust, interface with Shari’a Law and the Court Application.

What advice would you give rising stars/new lawyers in the private client world?

It’s not rocket science; Work hard. You have to love what you do and have passion and enthusiasm to progress. Take advantage of all development opportunities you can, both technical and soft skills, all of this will help you now and in the future. I have worked with great people and my advice would be to surround yourself with excellence – don’t be afraid of people who know more than you, learn from them. Asking for help and learning from mistakes is a strength not a weakness. Share your successes with others, teamwork is everything.

What sets you apart from your peers?

I put this to some of the advisers I work closely with. These are their words, not mine!

“Being able to draw upon over two decades of experience and knowledge of dealing with UHNW families is one of the factors that differentiates Lisa.”

“Unlike many trust company directors Lisa immerses herself in the role, having detailed personal knowledge of the issues, and is confident and experienced enough to deploy it to drive projects and lead the decision-making.”

“Lisa has unparalleled experience with families in the Gulf making her a very safe pair of hands.”

“Whilst having a tremendous overall grasp of the complexity of a matter she is also unfailingly thorough and no detail escapes her eagle eye. Nothing is too much trouble for her to ensure she gets the best answer and provides an excellent service for her client.”

What is your favourite quote?

“Treat others how you want to be treated.”
Plus one that I have stolen from Jean Luc Picard: “Make it so”.


Shelley White

+1 345 914 4205

Shelley White

Partner  |  Walkers
JURISDICTIONS QUALIFIED IN

Cayman Islands
British Virgin Islands
England and Wales

Q&A

What has been the highlight of your practice over the past 12 months?

Successfully leading the strategy and advocacy through one of the most challenging pieces of trust litigation that I have ever been involved with. From proceedings issued against the trustee's sister entity in a foreign court, to a highly unusual trustee's directions application, followed by a tri-jurisdictional anti-suit injunction – both at first instance and on appeal. Then successfully defending a strike-out / stay application brought by beneficiaries in respect of the Trustee's proceedings. Navigating through all that and still achieving the desired result is a real highlight.

What advice would you give rising stars/new lawyers in the private client world?

Be a civilised opponent. If we all do that, then our profession will be the enjoyable vocation that it is supposed to be. The alternative is not acceptable.

What is your favourite quote?

"The harder you work, the luckier you get." Michael Bloomberg


David Cooney

+41 43 430 02 53

David Cooney

Partner  |  Charles Russell Speechlys
JURISDICTIONS QUALIFIED IN

England and Wales
British Virgin Islands
Cayman Islands

Q&A

What has been the highlight of your practice over the past 12 months?

I have just finished helping a multi-jurisdictional family to set up a new succession structure. Before we could do so we needed to deal with a fairly complicated history tracking back to the early 1960s. This involved a lot of complicated work unwinding a number of structures that had been neglected and badly administered over all those years. It was an interesting reminder of the mess that people can get themselves into if they do not take advice along the way.

What advice would you give rising stars/new lawyers in the private client world?

You should get out and start building your international network as early as possible in your career. The clients you will be dealing with are going to have assets in, and connections to, lots of different places. No single lawyer can deal with everything and so there’s going to come a time where your ability to help your clients is dependent on a strong network of people that you trust.

What is your favourite quote?

Coming from the North West of England, I think it would have to be “life is what happens to you while you’re busy making other plans.'' John Lennon used it as a lyric in Beautiful Boy, but it was around as a quote for a while before that. It helps me to focus on what’s really important in life.


Henry Mander

+1 345 815 2927

Henry Mander

Partner  |  Harneys
JURISDICTIONS QUALIFIED IN

Cayman Islands
British Virgin Islands
England and Wales

Q&A

What has been the highlight of your practice over the past 12 months?

The new types of roles and positions I am being instructed to take on. I have given expert witness evidence on Cayman trusts in foreign proceedings and in the last year I have also been appointed by the Cayman Court as the representative for the unborn beneficiaries in trust proceedings concerning an extremely valuable trust. It is strange to be named as a party on the Court proceedings and actually to be the client of my law firm! But actually it is very interesting to see things from the other side and to take on the duties and responsibilities which come with these different positions.

What advice would you give rising stars/new lawyers in the private client world?

Never judge a book by its cover. You never know when what looks like a really weird or unimportant client inquiry will turn into a massive and very interesting matter. It is always worth spending a few minutes on any inquiry because some gems really come out of nowhere. High Net Worth clients often keep a low profile and just because someone is not smartly dressed or has an odd email address, it does not mean they still can’t be your next billionaire client.

What is your favourite quote?

“I intend to live forever, or die trying” – Groucho Marx


Brian Lacy

+1 284 852 73 58

Brian Lacy

Partner  |  Ogier
JURISDICTIONS QUALIFIED IN

British Virgin Islands

Q&A

What has been the highlight of your practice over the past 12 months?

The successful use of a Court appointed receiver and a provisional liquidator to secure a $50m+ asset that was about to be sold, resulting in a 100% recovery for the estate.

What advice would you give rising stars/new lawyers in the private client world?

Focus on the solution that is required and then cast your mind far and wide for a route to that solution.

What is your favourite quote?

"It is the mark of a trained mind never to look for greater precision in the treatment of a subject than the nature of that subject permits." Aristotle.


Eleanor Morgan

+1 284 852 1712

Eleanor Morgan

Partner  |  Mourant
JURISDICTIONS QUALIFIED IN

British Virgin Islands


Richard Wilson QC

+442074007144

Richard Wilson QC

Queen’s Counsel  |  Serle Court
JURISDICTIONS QUALIFIED IN

England and Wales
British Virgin Islands
Cayman Islands
Gibraltar

TOP 3 AREAS OF EXPERTISE

Administration of estates and trusts
Dispute resolution
Asset protection

Q&A

What has been the highlight of your practice over the past 12 months?

Taking silk in 2016. Success in the silk process represents recognition of considerable success in one's practice which for me included a number of high profile and important cases. Taking silk has also opened up a wider variety of work in a greater range of offshore jurisdictions for me.

What advice would you give rising stars/new lawyers in the private client world?

Work hard and seize the opportunities that present themselves. But above all, remember that the world is about people and dealing with them.

What is your favourite quote?

"We learn wisdom from failure much more than from success," Samuel Smiles.


Shân Warnock-Smith QC

Shân Warnock-Smith QC

[email protected]  |  Queen's Counsel
JURISDICTIONS QUALIFIED IN

Cayman Islands
England and Wales
British Virgin Islands
Trinidad and Tobago

TOP 3 AREAS OF EXPERTISE

Succession planning
Dispute resolution
Asset holding structures

Q&A

What has been the highlight of your practice over the past 12 months?

Working with Hong Kong solicitors and counsel on an appeal in a complex case in which Hong Kong trustees of a Jersey law trust were found liable for breach of trust for an alleged failure to supervise an investment manager.

What advice would you give rising stars/new lawyers in the private client world?

Communicate! The most important characteristic of a first class private client lawyer is the ability to communicate with and relate to lay and professional clients and other advisers.

What is your favourite quote?

"Dignity, always dignity," Singing in the Rain.