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Professional Biography

Carlos is a Partner and Group Head, Private Client & Trusts of Appleby. He has practised as an attorney in the Cayman Islands since 2001. He was called to the Bar of England & Wales in 1990 and admitted to the BVI Bar in 2004. He has been a member of STEP for over 20 years and is a member of the International Academy of Estate & Trust Law. Carlos has appeared in many of the Cayman Islands' leading trusts & estates cases over the last two decades. Carlos advises trustees, high net worth individuals and family offices on Cayman and BVI trust and estate matters. He also acts as a protector and trustee of several Cayman Islands trusts and a director of private trust companies. In addition, Carlos has previously acted as a court appointed guardian for minors and persons lacking capacity, as well as a court appointed executor.

What is your favorite restaurant to take a client or colleague to?

The Savoy Grill

What is the best piece of advice you have ever received?

Never give up!

What was your first job?

Early morning newspaper delivery boy

What is the book you recommend to everyone?

A Time of Gifts by Sir Patrick Leigh Fermor

What changes do you expect to see in your practice over the next year?

More disputes and increasing use of Foundation Companies and Private Trust companies