Our Private Client team advises individuals, families and professional trustees in Bermuda and internationally on the establishment, structuring and ongoing management and administration of trusts and charitable entities.

We offer practical, responsive advice across a wide range of trust and philanthropic arrangements, tailored to meet each client’s personal, family and commercial objectives.

We regularly advise on:

• The establishment of trusts, including discretionary trusts, accumulation and maintenance (A&M) trusts, and life interest trusts, structured to support succession planning, asset protection and longterm family objectives
• The restructuring of existing trusts and trust arrangements, including variations and reorganisations to reflect changing family circumstances, regulatory developments, or evolving planning goals
• Purpose trusts and special purpose vehicles, including structures used for asset holding, business succession and other bespoke purposes
• Charitable and philanthropic trusts, including private charitable trusts established for family or individual giving
• Private trust companies and corporate, partnership and limited partnership structures, providing flexible solutions for families seeking continuity, control and robust governance arrangements
• Trusts with and without protectors, including advice on the appointment, powers and duties of protectors, and guidance on how the protector role can be structured to provide appropriate oversight, balance and flexibility within a trust arrangement

Clients choose MJM for clear, practical advice on complex trust and family governance matters. From the outset, our attorneys work closely with clients to understand their priorities and longterm intentions, ensuring that structures are carefully designed and implemented to meet their specific circumstances. We regularly collaborate with overseas advisers to coordinate crossborder planning efficiently and seamlessly.

Our Private Client team also has significant experience advising charities, notforprofit organisations and foundations, both in Bermuda and internationally. We assist with the full lifecycle of charitable entities, including establishment, governance, administration and regulatory compliance. Our approach ensures that clients are supported with the guidance and resources needed to operate confidently and in accordance with applicable legal and regulatory requirements.

In addition, our experienced practitioners regularly advise on plannedgiving and philanthropic arrangements, helping charities and donors structure thoughtful and innovative giving solutions that balance charitable objectives with tax efficiency and longterm impact.