Jersey for Wealth Management: Asset Considerations

Grant leads Ocorian's European Private Client services team. He works with ultra-high net worth (UHNW) individuals and their structures, as well as large corporate clients, where he has particular expertise in employee benefit trusts. Whilst non-practising, Grant is a qualified English solicitor, Jersey Advocate and South African attorney and was previously a partner with an international law firm. During this period, he advised UHNW individuals, major banks, corporates, and international trust companies on all aspects of trust and corporate law. Grant has been frequently acknowledged in the "Honours List" in the "Leading Trustees" category in the Citywealth Leaders List, and in the "Honours List" in the "Leading Lawyers" category.

Alan's practice primarily focuses on sophisticated planning of trusts and estates, trust and probate administrations, charitable planning, family business, tax and succession planning, and trusts and estates litigation. During his years of practice, Alan has provided advice regarding complex planning techniques including a variety of wealth transfer techniques, charitable planning and not-for-profit entity creation and compliance, management and shareholder relationships in closely held businesses, business ownership arrangements for succeeding generations of family owners, pre-marital and post-marital agreements, property division agreements, retirement income tax planning, and complex fiduciary income and estate tax matters, as well as individual income tax planning (foreign and domestic), trust administration, and probate administration.

Shawn is the Head of Trust Services at Ocorian Singapore Trust Company (OSTC), leading the private clients’ team that oversees the management of fixed and discretionary trusts, purpose trusts, private unit trusts, employee benefits trusts and family office structures. As the resident manager and a board member of Ocorian Singapore Trust Company, Shawn also oversees the statutory and regulatory obligations of the firm. As an experienced wealth planner, Shawn has partnered with ultra high net-worth (UHNW) families, entrepreneurs and businesses for many years. He works closely with his clients to oversee the strategic implementation of complex wealth planning solutions, tailored to meet the estate, succession, investments, tax and regulatory requirements and objectives of his clients. He has also assisted his clients with venture capital, private equity and digital assets investments, taking into consideration their individual objectives and circumstances.

Ocorian is a global leader in fund services, corporate and trust services, capital markets, and regulatory and compliance support.

Unlocking new value for its clients across jurisdictions and service lines is Ocorian’s priority; it manages over 17,000 structures on behalf of 8,000+ clients including financial institutions, large-scale international organisations, and high-net-worth individuals.

Ocorian provides fully compliant, tailored solutions that are individual to clients’ needs, no matter where in the world they hold financial interests, or however they are structured.

The group offers a full suite of corporate, fund and private client services across a network of offices spanning all the world’s financial hubs. Locations include Bermuda, BVI, Cayman, Denmark, Finland, Germany, Guernsey, Hong Kong, Ireland, Isle of Man, Jersey, Luxembourg, Mauritius, Netherlands, Norway, Singapore, Sweden, UAE, the UK, and the US.

To find out more about Ocorian and its services, including regulatory information, visit www.ocorian.com

With approximately 900 lawyers across 18 offices, Seyfarth Shaw LLP provides advisory, litigation, and transactional legal services to clients worldwide. Our high-caliber legal representation and advanced delivery capabilities allow us to take on our clients’ unique challenges and opportunities―no matter the scale or complexity. Whether navigating complex litigation, negotiating transformational deals, or advising on cross-border projects, our attorneys achieve exceptional legal outcomes. Our drive for excellence leads us to seek out better ways to work with our clients and each other. We have been first-to-market on many legal service delivery innovations―and we continue to break new ground with our clients every day. Visit Seyfarth Shaw LLP.