Establishing family trusts: A jurisdictional comparison. 13 June 2023

Host group
Host Left
Hosted by
STEP China
Event Type
  • This event will take place offline with speeches delivered in Mandarin.
  • Once your registration is confirmed, details of the event’s address will be sent to the email you provided during registration. Spaces for the in-person event are limited.

Event locations

  • 13 June 2023 Guangzhou
  • 14 June 2023 Shanghai
  • 16 June 2023 Beijing


  • Nancy Chien is Head of Bedell Cristin's International Private Client practice in Jersey.

Nancy is the only Jersey advocate who can speak Chinese.  She has over 20 years of experience advising on private client matters and is qualified as a lawyer in 4 jurisdictions: Jersey, England & Wales, New Zealand and BVI. 

In the private client context, Nancy advises ultra-high net worth families, family offices and intermediaries on all aspects of private client structuring including the use of trusts and foundations, as well as related corporate law issues (including where such vehicles are used for philanthropic purposes). She has considerable experience with high-value and complex structures which enable the clients to retain a degree of control over their family assets and achieve effective succession planning.

In the corporate area, Nancy is one of the only Jersey lawyers with specific experience in pensions and employee incentive arrangements (having previously worked for Ashurst in London). She is the chairperson of the Jersey Pensions Association and is working closely with the Jersey government to enhance Jersey's offering of end-of-service gratuity plans and international savings vehicles.

Bedell Cristin is an award-winning law firm with expertise in BVI, Cayman Islands, Guernsey and Jersey law.


In the ever-changing global economic environment, setting up an offshore family trust has become an increasingly popular choice to meet the needs of family inheritance. However, different jurisdictions will have different legal, tax and regulatory requirements. How to choose the right jurisdiction for the protection and inheritance of family wealth has become a focal point for practitioners in family wealth management.

This seminar will compare common offshore jurisdictions for setting up family trusts, including but not limited to the British Virgin Islands, Jersey, Singapore, and Hong Kong, analyse the regulatory policies of each region and their impacts, and provide the most comprehensive experience sharing for practitioners. We will provide in-depth insights into the following areas:

  1. The concept of family trusts, their advantages and their centrality in family wealth management;
  2. Common jurisdictions for setting up family trusts;
  3. Analysis of the different trusts laws between Jersey, BVI, Hong Kong and Singapore
  4. Practical case sharing: successful experiences in setting up, managing, and asset allocation of family trusts.

Nancy, the guest speaker of this seminar, has accumulated extensive experience in various overseas matters in both private client and corporate sectors.  Nancy is the only Jersey advocate who can speak Chinese.  She has over 20 years of experience advising on private client matters and is qualified as a lawyer in 4 jurisdictions.  She will provide detailed legal analysis as well as rich industry insights and practical experience to help practitioners better understand the impact of different jurisdictions on the establishment of family trusts and provide the most comprehensive guidance for the protection and inheritance of family wealth.

Cost group
Event Cost
Complimentary to STEP Members
14:00-15:30 (GMT+8)
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