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TN/BENCH/FP
Edition 2027 · effective 1 January 2027

Family & Private Clients Bench

Succession, trusts, family enterprises and family offices: disputes where the parties will still be family afterwards.

Certified neutrals on this bench are evaluated against the frameworks below and appointed only after the six pre-appointment checks. Sub-sectors: Succession & trusts, Family enterprise, Family office.

§ 01Frameworks

What the bench works with.

Frameworks and instruments

  1. Trust deeds, family charters and family constitutions
  2. Shareholders' agreements of family companies
  3. Trust law in Cayman, BVI, Jersey and Singapore
  4. Mediation privilege in the applicable jurisdiction
  5. Singapore Convention

Disputes covered

  1. Succession and inheritance: validity, capacity, undue influence
  2. Trustee–beneficiary disputes and breach of trust
  3. Family holding companies: dividends, valuation, deadlock
  4. Family-office governance
  5. Relationship property and nuptial agreements
  6. Art, luxury assets and private co-investment

§ 02Eligibility

Who can join.

Required

All of these

Checked at the Five-Lens Evaluation.

  • 8+ years in private client, trust, estate, family law, wealth management or family-office governance
  • Working knowledge of succession, trusts, family company governance or HNW family mediation
  • Prior experience as a neutral, mediator or senior adviser in a dispute, or an equivalent qualification
  • Unblemished professional record
Preferred

Any of these

Weighed, not required.

  • STEP membership (TEP or FTEP)
  • Accredited family mediator (FMCA, IMI or national equivalent)
  • Offshore and onshore experience
  • Arabic, French, German, Mandarin or Spanish

§ 03Members

8 on the bench.

Bench membership is reviewed each year with Annual Ratification; at most ten certified neutrals per bench per country.

§ 04Routes

Use the bench.