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Protector & Enforcer
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Protector & Enforcer

A protector can play an important and valuable role in a trust structure.

Given the powers and rights available to a protector are not listed in Jersey statute, it is a bespoke position normally set out in the trust instrument, the creation of which requires careful thought. In general, the role of protector will imply a level of further review to ensure the trustees are acting in the best interests of the beneficiaries through oversight of their proposed actions and administration, and the exercise of consensual and sometimes active powers.

An enforcer is a rather different role and exists in the context of non–charitable purpose trusts where the trust instrument must provide for a person, different to the trustee, whose duty it is to enforce the trust in relation to its non-charitable purposes.

  • We are able to assist in discussions regarding the creation of the protector role and how the enforcer may plan to ensure they are able to enforce the purpose trust
  • We can act as protector or enforcer and take proper account of the specific requirements of a particular role, consider reporting obligations and requests for consent and or when to exercise active powers
  • We will attend meetings with beneficiaries, trustees and advisors as required

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Key Contacts

R&H JerseyMatthew Christensen
Matthew Christensen
Partner, Private Client
R&H JerseyJen Geddes
Jen Geddes
Managing Partner, Private Client & Fund Services
R&H JerseyDavid Goar
David Goar
Senior Partner, Private Client
R&H JerseyRob Laing
Rob Laing
Partner, Private Client
R&H JerseyPaul Pirouet
Paul Pirouet
Partner, Private Client
R&H JerseyAngus Spencer-Nairn
Angus Spencer-Nairn
Consultant
R&H JerseyKathryn Tully
Kathryn Tully
Consultant
Jen Geddes

Managing Partner, Private Client & Fund Services

Private Client Overview
Private Client, Company & Foundation Administration
Family Office
Investment Manager Selection & Monitoring
Wealth Reporting
Charitable & Philanthropy
Protector & Enforcer
RHTC Terms and Conditions Of Business