Private Client

Members of our Private Client team undertake both contentious and non contentious individual and commercial private client work.

Non-contentious Matters

Attorneys in our Private Client team are well-qualified to assist clients in achieving efficient long term estate, succession, wealth and tax planning and/or to promote philanthropic objectives. Wherever appropriate, we make use of private wealth-holding and management structures, including private trust companies and Bermuda law trusts (often involving underlying corporate and partnership structures) We routinely advise institutional trustees (domestic and foreign) on matters involving Bermuda law issues as well as trust and estate beneficiaries and trust protectors. The team is highly experienced and well positioned to give effective advice and implement practical solutions.

We also offer estate planning advice, will drafting, powers of attorney and undertake receivership applications, probate applications and estate administration. All such matters are handled with care, sensitivity and confidentiality. Our clients include, local and internationally based families and high net worth individuals with investments and holdings in multiple jurisdictions. As well, MJM attorneys routinely work with the “Big Four” accounting firms and internationally recognised law firms in the UK and worldwide.

Contentious Matters

Members of MJM’s Dispute Resolution team are regularly called upon to advise and assist with contentious trust and estate matters. For specific advice on contentious trusts and estates, please see our Trusts and Estates disputes group.

Further details may be found on our sub-pages.

Corporate Services

We provide a variety of services to support the day-to-day corporate services needs of private clients through Quorum Limited

Recognition

MJM Limited ‘shows a good ability to deal with a wide range of different questions and inspires confidence across the board’. The firm’s individual and commercial private client work covers wealth and succession planning, and the establishment of wealth and asset management structures. The team also handles estate planning advice, will drafting, probate applications and estate administration, as well as contentious trust and estate matters. It recently advised on the restructuring of several Bermuda-based trusts; and regularly assists with aviation asset financing transactions using Bermuda purpose trusts. Practice leader Hildeberto (Hil) de Frias, Fozeia Rana-Fahy, as well as ‘reliable and hard-working’ senior associate Jane Collis are all highly regarded. – Legal500, 2018

Publications

We have published extensively in highly regarded international guides. Please see the Bookshelf for downloadable PDF versions of our subject-specific Bermuda chapters and related articles.

View our Private Client brochure:

Bermuda Trusts Update (2016)