Jersey Trust Insights: Jersey for Wealth Preservation

Richard Grasby is a Partner in Appleby’s Hong Kong office, leading the Private Client, Trusts and Family Office practice. Richard advises trustees, ultra-high net worth individuals, private trust companies and family offices on the establishment, restructuring and administration of trusts. He regularly assists in estate administration, succession planning and family governance. Private clients and family offices instruct Richard to advise on the use of corporate vehicles for asset holding and succession planning purposes. Richard is an expert in regulatory law including AML, AEOI, economic substance, sanctions and licensing and risk management for trust companies. He also advises on collective investment funds, particularly unit trusts and private label funds. Richard has acted for many of the world’s leading trust companies, financial institutions, wealthy individuals and related structures. He has experience with dealing with clients and advisors across the globe.

Carrie has been providing tax advisory services in Mainland China for more than 20 years and has professional and practical experience in serving clients. Carrie is specialized in providing PRC and overseas tax planning and advisory services to ultra/high-net-worth individuals, their families, connected business and family offices. She assists clients in accumulating, preserving and transitioning their wealth, business and legacy to the next generation in an effective manner. Carrie also has extensive experience in serving corporations in respect of their tax issues pertaining to their investment, operations, restructuring, expansion and IPOs. Her experience includes the development of tax strategies, advisory on tax optimized operational and investment structure and the related corporate restructuring, tax risk assessment and planning, handling of tax controversy, etc.