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”.


Richard Thompson

Richard Thompson

 |  EFG Wealth Management
JURISDICTIONS QUALIFIED IN

Cayman Islands

RECOMMENDED SPECIALISMS

Financial Advisory Firm
Private Banker


Marcus Parker

+1 345 815 8533

Marcus Parker

Director, Head of Trusts  |  Genesis Trust
JURISDICTIONS QUALIFIED IN

Cayman Islands
England and Wales

TOP 3 AREAS OF EXPERTISE

Acting as trustee for global wealthy families.
Providing a “white knight” service in contentious trust matters.
Luxury travel adviser!

RECOMMENDED SPECIALISMS

Exotic Assets
Simple Structure
Multi-National Families

Q&A

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

Acting for one of the largest families in Asia through a challenging transitional period.

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

Listen and observe and try and learn something new every day.

What sets you apart from your peers?

I think I am a good listener and believe it is important to carefully reflect before taking action or giving advice.

What is your favourite quote?

Do not dwell in the past, do not dream of the future, concentrate the mind on the present moment. Buddha.


Richard Lewis

Richard Lewis

Director  |  FFP (Cayman) Limited
JURISDICTIONS QUALIFIED IN

Cayman Islands

RECOMMENDED SPECIALISMS

Exotic Assets


Zachary Hoskin

+1 345 814 9179

Zachary Hoskin

Senior Associate  |  Mourant
JURISDICTIONS QUALIFIED IN

Cayman Islands

Q&A

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

Finding a good balance of contentious and non-contentious trusts work alongside my commercial litigation practice

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

A messy desk doesn't make you look busy, it makes you look disorganised!

What is your favourite quote?

"A little consideration, a little thought for others, makes all the difference" - Eeyore


Bernadette Carey

+1 345 749 2025

Bernadette Carey

Partner  |  Carey Olsen
JURISDICTIONS QUALIFIED IN

Cayman Islands
New Zealand
Australia

Q&A

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

Joining the partnership at Carey Olsen in Cayman, and helping to grow the firm's footprint in the private client world throughout the Caribbean and beyond.

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

Take time to get to know your clients and what motivates them, focus on staying up to date with industry developments and trends so your contributions will be valuable, and prioritise making and growing strong connections with your peers in the market both locally and internationally.

What is your favourite quote?

"Be who you are and say what you feel, because those who mind don't matter and those who matter don't mind" – Dr Seuss


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


Maxine Bodden

+1 345 814 5214

Maxine Bodden

Associate  |  Legal Services
JURISDICTIONS QUALIFIED IN

Cayman Islands

Q&A

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

The technical quality and variety of instructions. Not only are clients more sophisticated and recognise the need to plan and restructure but the level of regulation in many areas has highlighted the fact that practitioners must be forward looking and able to quickly adapt.

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

Believe in your ability and be humble. Humility is the key to relationships in the private client world.

What is your favourite quote?

"The future belongs to those who believe in the beauty of their dreams." – Eleanor Roosevelt


Jennifer Fox

+1 345 815 1879

Jennifer Fox

Partner  |  Ogier
JURISDICTIONS QUALIFIED IN

Cayman Islands

Q&A

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

I very much enjoy the cut and thrust of litigation. In the past year I have been part of a team that rushed into court to obtain an urgent interim proprietary injunction reliant on a complex self-dealing claim against a fiduciary involving investment fund products and structures. The conversion of that work into a full claim and ultimately a successful conclusion for my client was enormously satisfying.

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

Contentious private client work is challenging but extremely fulfilling. Hit the books and don’t ever be afraid to ask a “stupid” question as these present the best learning opportunities

What is your favourite quote?

"Be yourself; everyone else is already taken." Oscar Wilde


Anthony Partridge

+1 345 815 1810

Anthony Partridge

Partner  |  Ogier
JURISDICTIONS QUALIFIED IN

Cayman Islands

Q&A

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

Seeking to understand the ever changing regulatory landscape being introduced both in my home jurisdiction and internationally, and finding practical solutions for my clients to deal with it

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

Take as many business development opportunities as you possibly can and find a mentor who you aspire to emulate.

What is your favourite quote?

"Every accomplishment starts with the decision to try." John F. Kennedy