Mourant Ozannes’ International Trusts and Private Client Conference

Once more, the International Trusts and Private Client (ITPC) group at law firm Mourant Ozannes takes the lead in showcasing the Cayman Islands as a centre of excellence in trusts and wealth management in its second annual International Trusts and Private Client Conference.  

This year the conference will be held on Friday, 5 October at the Ritz-Carlton Hotel, and as at last year’s highly successful inaugural event, Mourant Ozannes’ ITPC group will share its legal, commercial and practical expertise in a day which includes a range of breakout sessions, as well as a number of more traditional full conference discussions. Topics to be covered in this year’s programme will include: trustee investments, the art of structuring, Cayman Islands’ firewall legislation and the art of compromise, as well as a drafting masterclass. Returning this year as a result of popular demand, the conference will close once again with a role-play designed to highlight in a lighthearted way some of the issues which will be discussed more formally during the earlier part of the day. This closing session will be followed by cocktails on the terrace overlooking the Ritz-Carlton’s beautiful gardens. 

Mourant Ozannes’ speakers will include conference co-Chair Morven McMillan, head of ITPC in the Cayman office, Rob Shepherd, the firm’s Guernsey managing partner, Bruce Lincoln, ITPC partner based in Jersey, Hector Robinson, litigation partner in the Cayman Islands office, Jonathan Speck, joint head of ITPC in Jersey, and Lucy Diggle, an ITPC associate in the firm’s Cayman office.  

They will be joined by a myriad of well-known experts in the field of international trusts and wealth planning, including conference co-Chair Shân Warnock-Smith QC, of 5 Stone Buildings in London and ICT Chambers in Cayman, who is one of the world’s leading international trusts and private client specialists. Other expert speakers include Andrew De La Rosa, of ICT Chambers Cayman and London, Nicholas Holland, head of contentious trusts and estates at Bircham Dyson Bell in London, Mark Harris, partner in the London office of Rawlinson & Hunter, Joshua Rubenstein, co-managing partner of Katten Muchin Rosenman’s New York office, Hal J. Webb, partner in Miami-based firm Cantor & Webb and Gina Nelson, head of business development for Trust Services with Butterfield Bank (Cayman) Limited. All of the speakers are busy making preparations for what has already become a “must-attend” event for international trusts and private client practitioners.  

The conference is designed not only as a forum for learning and the exchange of ideas and experiences, it is an excellent opportunity to catch up with old friends and make new business contacts. The speakers are primed to encourage extensive delegate participation in the sessions. This is particularly the case in the breakouts where the speakers will lead the sessions with a view to encouraging delegates to share anecdotes and experiences. The speakers in the breakout sessions are in fact referred to in the programme as “facilitators” reflecting the fact that they are expected to utilise a less traditional approach, without the use of a lectern or slides, adding to the informality of the forum. 

Mourant Ozannes is delighted that the conference is once again being hosted in collaboration with Butterfield Bank (Cayman) Limited and Rawlinson & Hunter and welcome CIBC Bank and Trust Company (Cayman) Limited on board this year as the sponsor of the keynote speaker slot. 

Trusts are an integral part of wealth management at Butterfield. As a pioneer in the field of international fiduciary services, with experience that goes back to the advent of offshore trust legislation over 70 years ago, fiduciary work is a core Butterfield business. Brian Balleine, senior vice president and head of trust in Cayman explains the bank’s commitment to the conference: “The conference has been a welcome addition to the events calendar in the Cayman Islands providing up to date information on the Trust and Private Client business globally. Butterfield congratulates Mourant Ozannes on delivering an informative and educational conference and are proud to again participate as a key sponsor.” 

Rawlinson & Hunter’s William Walmsley, partner in Trust & Corporate Services, Cayman, was enthusiastic about their involvement in the conference, noting: “We are pleased to again partner with Mourant Ozannes for the second staging of this conference. It was a tremendous success in 2011, and with the positive feedback and exposure that it received, it was an easy decision for us at Rawlinson & Hunter to continue our support of the conference. As a leading independent private client services firm we at Rawlinson & Hunter clearly see the benefit of hosting a trust conference of this calibre in Cayman. An exciting programme of highly relevant topics and excellent speakers is on offer to both local and international delegates,” Walmsley said. “We look forward to participating in this knowledge sharing and networking event, and hope to continue our involvement with the conference as it grows from strength to strength to become one of the premier private client conferences in the region.” 

The trust and corporate services with Rawlinson & Hunter are provided through The R&H Trust Co Ltd, which is owned and operated by the Cayman Islands office. The company is uniquely placed in the trust industry as an independent trust company with unprecedented private client experience and the support of a strong international network. 

Co-Chair Morven McMillan noted: “Mourant Ozannes is a leading international law firm and as a consequence of the strength and depth of its expertise in international trusts and private client work, is ideally placed to host an event of this nature. As a firm, we are committed to the Cayman Islands and keen to ensure that its accomplishments as an international financial centre continue to be brought to the attention of the wider international community. Our event will aim to build on the well-earned reputation of the jurisdiction and the talented individuals who practice here in this field of expertise,” she said. “While we hope that our delegates will be challenged by what is discussed at the conference, we hope they will also make their own contribution and of course enjoy themselves in the process.”