Blog Archives

Andrea Vicari

Andrea Vicari, founding partner of Vicari & Associati, driven by the desire to go deeper into both the technical and theoretical profiles of trust law, moved to the United States of America, where he accomplished a master (International Tax Program – Harvard) first and became Doctor of Juridical Science (Cornell) later.

Since that moment, many difficulties have been faced, many estate planning solutions have been realised, many innovative application of trust have been developed, many successes in legal claims re asset protection structures before both national judges and national and international arbitrators have been achieved.

Trust law has remained a pillar of our practice, so much that Andrea Vicari contributed to the drafting of the first law on trusts written in Italian in 2005, the law of the Republic of San Marino, and then he has co-drafted with Professor Maurizio Lupoi its full reform in 2010; Andrea Vicari also collaborated to the drafting of the Constitutional Law for the establishment of the Court for trusts and fiduciary relationships of the Republic of San Marino.

Over time, our practice has taught us to master all the tools of estate planning, consciously developing a working technique unique in the Italian landscape.

Pausing to reflect on the progress we made, we have realised that we have gone further than planned: we aspired to be best experts on trusts, we have became Engineers of Patrimonies, experts in estate organising and planning.

The Private Client Law Practice:

For the most part, we assist private clients, professionals, entrepreneurs, business leaders, traders, artisans, intellectuals who, thanks to their activities have built up a patrimony or have received it from their families.

Such individuals desire to treasure and protect their patrimony, in order to make it safe from their creditors’ aggressions, to make it impervious to their conjugal affairs, to make certain that it will be used to face all the adversities that might occur during their lives, to regulate its devolution to their loved ones on death, to prevent it from being the cause of family disputes.

Said patrimony is organised by us in order to assure its preservation and transmission among generations, and its protection from external aggressions, taking advantage of the most sophisticated and efficient legal tools, with our experience of lawyers and notaries.

The experience we gained in estate planning and patrimonial protection feds, and is fed by, on the one hand our expertise in attacking and destabilizing, on behalf of creditors, forced heirs and third parties those mechanisms of patrimonial protection that have been established in their detriment, on the other hand our expertise in defending from the aggressions of the latter those subjects who have protected and managed their patrimonies (i.e. trustees, trust companies, banks).

We in fact coordinate defence counsels before both domestic and international judges and arbitrators.

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Rita Jardim

Rita Mayer Jardim holds a Masters (with Distinction) from Oxford University (Kellogg College) having earned her law degree from Lisbon University in 1996 and is currently admitted for a Doctorate at Universidade de Coimbra. She is qualified as a lawyer in Portugal and Brazil.

Rita earned the Certificate in International Trust Management by STEP (Society of Trust and Estate Practitioners) and is completing the Diploma in International Trust Management, the global benchmark qualification for fiduciaries.

She set up MAYER JARDIM, a boutique Private Client law practice to contribute with a new holistic approach to private wealth legal advisory in Portugal. She specialises on residence and citizenship, property acquisition and company incorporation as investment vehicles and also has a focus on trust adisory and other wealth preservation strategies.

This follows her experience as international development director of one of the most successful London law firms with a market-leading private client practice (Mishcon de Reya) and previously as chief operating officer of an international network of leading law firms (Legalink). She dedicated part of her career to connecting legal professionals from around the world to best service clients with an international footprint.

She lived and worked in Los Angeles, Melbourne, New York, Lisbon, São Paulo, and London. Rita speaks Portuguese, English, Spanish and French.

Key Areas of Practice:

  • Citizenship and Residence
  • Wealth Structuring
  • Real Estate
  • Cross-border Succession Planning
  • Tax Planning

Mayer Jardim:

We are a specialised private client law practice based in Cascais, Lisbon, Portugal.

We are dedicated to advising foreign individuals and families on relocation and investment in Portugal, assisting with residence and citizenship issues, advising in real estate purchase and company formation, wealth and tax planning, and any legal areas where our clients need help.

As one of the few Portuguese lawyers specialised in international trust management, we also help Portuguese based wealth owners with their wealth planning needs through trusts and other international vehicles.

A strong international background and vast connections with leading lawyers and wealth advisers around the world complement the value we add to our clients´ matters.

As a truly independent legal services provider we are able to pick and choose the best, on a case by case basis – demanding the high standards of accountability and service that we provide our clients.

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Jackie Donner-Stocki

Jackie has specific expertise advising the firm’s private clients on various estate planning and private wealth matters.

While working in London and Israel, Jackie has acted on high profile transactions for FTSE 100 and Tel Aviv 25 corporate clients, internet and technology companies and leading financial institutions and banks.

Jackie has acted for clients such as the Pearson Group, the Delek Group, PartyGaming, Woolworths, 888, Xstrata and Goldman Sachs.

Prior to joining Epstein Rosenblum Maoz (ERM), Jackie worked in the corporate department of Freshfields Bruckhaus Deringer LLP in London and as legal counsel at Morgan Stanley and Fidelity International.

Jackie has a BA from Tel Aviv University, a BSc from London School of Economics, and an MSt from Oxford University. Jackie qualified at BPP and completed the LPC at the College of Law in London.

Jackie is an English-qualified solicitor (admitted 2005). Jackie speaks English and Hebrew.

Epstein Rosenblum Maoz:

ERM’s unique focus, expertise and approach are widely acknowledged by Israeli and international clients, who instruct us in relation to their most challenging transactions.

The major legal directories also regularly recognise us as a leader in our core practice areas.

Effective approach

Our goal is to enable our clients to achieve their business objectives. We seek to accomplish this by adhering to a few basic principles:

First, we only engage excellent lawyers and constantly encourage them to hone their legal and interpersonal skills. Our lawyers’ technical skills and pragmatic approach are widely appreciated by clients and colleagues alike.

Second, our advice is always sound, practical, commercial and based on a thorough understanding of our clients’ business objectives.

Third, we work in small partner-led deal-teams comprised of lawyers with the most relevant skills for the specific assignment. This effective and ‘hands-on’ approach enables each team member to understand the ‘big picture’ and the team as a whole to provide coherent and holistic advice.

Cross-border focus

The vast majority of our work is complex and cross-border. This focus enhances our experience, which in turn refines our expertise. As a result, we have advised on many of the most high-profile cross-border transactions carried out in Israel in recent years.

Cohesive partnership structure

We are a lock-step firm. Our partnership structure, which is unique among Israel’s leading firms, is designed to align and promote the mutual long-term interests of all our partners. This means that the firm as a whole focuses on solving clients’ problems in the most effective way.

Satisfying workplace

The most talented people look for a workplace which nurtures excellence, respect and collegiality, and offers clear career goals and prospects. Meeting these standards has turned Epstein Rosenblum Maoz (ERM) into a sought-after firm for excellent trainees, lawyers and administrative staff.

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Nigel Porteous

Nigel is the global head of Maples and Calder’s Trusts & Private Client practice. He advises on all aspects of trusts law including those concerning private trusts, public trusts and trusts used for commercial purposes, in particular unit trusts. His practice encompasses technical and practical advice for private individuals as well as for the world’s leading multinational banks and trust companies. Nigel is regularly consulted by corporate trustees on matters concerning management of trust business, the formulation of precedents and the mitigation of risk; all fields in which he has over 20 years of experience. Nigel’s advice is also frequently sought on the formulation of complex trust structures, solutions for trust structural and validity issues, and the resolution of trust disputes.

Nigel provides tailored training for corporate trustees around the world, in the form of seminars focussed on technical issues and practical trust management. He is also a frequent speaker at international conferences.

Nigel joined Maples and Calder in 2004 and was elected as a partner in 2008. He was previously a partner at Eversheds in London. Prior to that, Nigel practised with the firms of Frere Cholmeley Bischoff and Bischoff & Co. He is recommended in Legal 500 and Who’s Who Legal.

Private Client Law Practice:

When choosing a law firm to handle your complex trust issues, you need to find an expert team that advises on Cayman Islands or British Virgin Islands law, with a proven track record acting for some of the world’s largest private businesses and institutional trustees.

At Maples and Calder, we are proud of our collective expertise. Our clients benefit from the combined experience of twelve partners and associates working with trustees and private clients covering all major markets and time zones from our Cayman Islands, British Virgin Islands, London, Dubai, Hong Kong and Singapore offices.

Our unrivalled knowledge of Commercial Trusts adds range and flexibility to our Private Trusts advice and vice versa. Our reputation grows year by year thanks to the scope of our advice in specialist areas such as unit trusts, escrow arrangements, estate planning, trustee incorporation, charities, regulatory regimes, third-party claims and dispute resolution.

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Jonathan Conder

Jonathan is the head of private client. He advises UK and international private clients and trustees on all aspects of tax, trust, estate and succession planning and on philanthropic matters.

Typical clients range from high-net-worth individuals and their families coming to the UK from abroad to take advantage of the favourable tax regime for non-domiciliaries, to UK-based entrepreneurs, taking in the trusts, other structures and financial instruments such clients use to hold their business interests or manage their wealth. Having spent four years as an in-house counsel in Bermuda, he has particular expertise in advising private banks and family offices on private client matters. He is also very experienced in complex cross-border estate planning, co-ordinating matters for clients with assets in several different legal and tax systems.

He lectures widely in the UK and overseas to conferences attended by clients and other industry professionals, publishes journal articles on topical issues and is frequently quoted in the national and industry press.

Private Client Law Practice:

Individual clients, business owners and families have always been at the heart of our practice. We draw on many decades of experience to guide you through the challenges of managing your wealth as it and the world around you evolve. While laws and taxes change with frightening regularity, we remain alert to developments in the UK and overseas, and put our own research and thinking at your disposal.

Our aim is to provide you with a cohesive, comprehensive and workable framework for the management of your assets, working alongside your other professional advisers as needed. This may require us to reconcile the requirements of different legal systems; to achieve this, we will employ the very best local advice and our own knowhow on international structuring.

Whether you require advice on tax, philanthropy or the orderly transfer of your wealth to the next generation (or any combination of these), we’ll guide you smoothly through the process, both domestically and internationally.

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Philippe Pulfer

Philippe is a private client specialist with an international focus. He is an expert on trusts and charities, and an experienced litigator with extensive expertise in succession litigation and trust disputes.

Philippe joined the firm in 1996 and, following a three-year period at the London office, became a partner in 2005. He now heads the private client practice at the Geneva office and specialises in estate, succession and tax planning with a strong international focus. He is a frequent adviser to families, trustees, banks and lawyers in other jurisdictions, in particular UK solicitors.

Philippe’s combined expertise and experience in estate planning and litigation enables him to offer effective advice to private clients and trustees who are involved in disputes and/or potential disputes. His regular involvement in cross-border succession disputes illustrates the international nature of his practice. He also has wide-ranging experience in private banking matters and related litigation, in particular mismanagement of funds, fraud cases and international judicial assistance.

Philippe advises charities and charity donors, assisting clients in all legal areas of philanthropy, and is on the boards of several philanthropic organisations focusing on art, architecture or humanitarian causes.

For the last few years, Philippe has been repeatedly ranked as a leading private client lawyer by Chambers Global, Chambers Europe and Legal 500. He was also listed on the International Trusts & Private Client Elite list of the Top 100 Lawyers compiled by Legal Week in 2012.

Philippe graduated from the University of Geneva in 1992 and went on to train at the Geneva Court of Appeal before joining a leading Chicago law firm as a foreign associate. He was admitted to the Bar in 1995 and speaks English and French.

Philippe is a member of the Geneva Bar Association, the Swiss Bar Association, the International Bar Association (IBA), the Association Internationale des Jeunes Avocats (AIJA) and the Society of Trust and Estate Practitioners (STEP). He is a committee member of STEP Geneva and a member of the STEP Worldwide Council in London.

Philippe regularly speaks and writes about the practice of trusts in Switzerland, on charities and on art law.

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Ronald Choo

Ronald Choo practices in the area of private client, trust and tax.

He advises banks, trust companies and fiduciary service providers on the establishment and administration of trusts and underlying companies used to hold and manage assets for the benefit of the client’s family, the regulatory and reporting obligations of the banks, trust companies and other service providers and their legal duties of care.

Ronald also regularly advises wealthy individuals on succession planning, family governance and other private client issues.

Private Client Law Practice:

We are a specialized practice providing a comprehensive range of legal services to meet the needs of high net-worth individuals, their families and business owners.

We are a specialist team of lawyers dedicated to meeting the wide array of legal needs of high net-worth clients and their families, as well as owners of closely held businesses.

We have expertise in specialist areas which are geared towards private wealth management, preservation and business succession planning and provide a “one-stop shop” of personalized legal services. We also have expertise in advising trust companies as well as local and international charitable and non-profit organizations.

In the event of legal disputes, our clients can rely on an exceptionally strong team of commercial litigation lawyers who have acted in some of the largest and most complex domestic and cross-border disputes.

Our full-service practice provides our clients with the ability to draw on our legal experience and holistic service, as well as our close working relationship with accountants, auditors, investigators dealing with asset tracing, and financial institutions.

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Mimi Hutton

Mimi Hutton joined Withers in 2008 having more than 30 years’ experience advising in Asia on charities and philanthropy matters and US and Hong Kong trust and tax matters for individuals, families and financial institutions. She is a Hong Kong and US qualified lawyer.

Mimi advises Asian families on a wide range of private client matters. She advises Asian clients on the creation of charitable structures and on their ongoing philanthropy. She also advises charities on tax and structuring and governance matters. She works with clients who have US family members, who are investing in the US, moving to the US or expatriating. She also advises in connection with international probate matters where the estate owns US assets and/or has US beneficiaries. She assists clients who have US citizenship or green card status on trust and estate planning strategies.

Mimi has been described by the Asia Pacific Legal 500 as ‘a private client specialist with … a prestigious list of high-net-worth individual and family clients’. Chambers Asia has ranked her as a Band 1 leading individual every year since 2009 and describes her as ‘a well-respected wealth management lawyer in Greater China’. Her expertise also covers strategic estate and charitable planning. She is appreciated for her ‘meticulous advice and highly driven attitude’. Mimi also holds the Financial Times Non-Executive Director Diploma Asia.

Withersworldwide:

Withersworldwide is an international law firm focused on servicing the needs of HNWI’s, charities, entrepreneurs and their families and businesses. We have offices in London, New York, Greenwich (CT), New Haven, Hong Kong, Singapore, Australia, Milan, Geneva, Zurich, Padua and the BVI.

We have become a modern and innovative firm without losing sight of our more traditional roots; with a reputation for attention to detail and commitment to individual client service. The firm has over 100 partners and over 700 other staff members.

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