Trust Services

The Company is able to provide services for the client’s needs relating to lifetime and/or testamentary management of assets. These will include advisory and involvement with the creation and management of trust-related structures, including:

• Private Trust Companies

• Purpose Trusts

• Asset Protection Trusts

• Charitable Trusts

A Bahamian Private Trust Company (PTC), is a company formed (either as an International Business Company or a Bahamian Company) for the express purpose of acting as trustee of a specific trust, or a trust or group of trusts for the client’s family members. It can be tailored to suit a client’s need and has become the preferred tool in the structuring of estate and inheritance planning needs, ensuring protection for future generations.

A PTC allows settlors and beneficiaries to have more involvement and control in the administration of underlying trusts, without prejudicing the validity of those trusts. The PTC structure, with a Board of Directors made up of trusted professionals, and/or advisors and/or family members will give comfort and assurance to clients whose needs require specific attention.

The Private Trust Company Structure

Why A Bahamian PTC

The benefits of establishing a PTC

• Influence - You can ensure that your trustee is genuinely knowledgeable of, and sensitive to, your needs and the background and dynamics of your family.

• Privacy - The PTC gives you comfort with the ability to limit the circulation and disclosure of information concerning the family’s affairs.

• Continuity - A “trusted advisor” relationship can deliver continuity of service.

• Flexibility - The powers and operations of the PTC can be tailored to meet the needs of the family.

• Education and Empowerment - Involving the next generation is an effective way of preserving wealth across generations.

• Cost - The ongoing costs of a Private Trust Company can be very attractive, particularly at the more sophisticated end of the market in which it is most likely to be used.

• Fiduciary risk - The corporate entity enables individuals to act in connection with a trusteeship without exposing the assets of the individual to the same risk of unlimited liability, which flows from individual trusteeship.

• Asset Holdings - Non-liquid assets from real estate, boats, aircraft and artwork, to operating companies can be held through the same structure.

"The secret of success is to do the common thing uncommonly well."
John D. Rockefeller Jr. CEO, Rockefeller & Co.