Private Client & Trusts

Our private client lawyers advise individuals, families and fiduciaries on wealth structuring, trust and estate matters, helping clients protect, manage and transition wealth across generations.

Comprehensive private client and trust services

Private client advice for individuals, families and family offices

Working with individuals, families and family offices, our private client lawyers advise on the planning and protection of personal and generational wealth. We support the establishment, administration and restructuring of trusts, working with trustees, beneficiaries and advisers to align structures with long‑term objectives

Our trust lawyers support succession planning, wills and estate matters, probate applications and the administration of estates holding Bermuda assets. As a private wealth law firm with international reach, we coordinate with overseas advisers on cross‑border trust and estate arrangements tailored to each family’s needs.

Trust structuring, governance and international private wealth expertise

As a trust law firm, we advise on the formation and operation of Bermuda trusts, including discretionary and purpose trusts, charitable structures and family governance arrangements. Trustees and fiduciaries rely on our guidance for administration matters, regulatory obligations and the interpretation of trust deeds throughout the life of a trust.

Our private wealth lawyers also advise on trust restructurings, trustee appointments, variations of trust terms and related governance issues. We work alongside other legal practice teams where private wealth planning intersects with corporate or property matters to deliver joined‑up advice.

Why clients choose Wakefield Quin

Specialist Bermuda insight

Decades of jurisdictional experience, applied with commercial understanding.

Deep sector expertise

Advisers who understand the realities, pressures and opportunities of each industry.

Speed and responsiveness

Agile teams who deliver high quality work at the pace clients need.

Integrated legal + client services

End-to-end support across structuring, administration and ongoing compliance.