Deltec Bank & Trust was recently pleased to join Family Office Experiences (FOE) as a select sponsor and partner of the FOE Bahamas 2020 Experience—a private gathering of elite family offices, professional athletes and key executives. Delegates from the group attended the three-day experience at Grand Hyatt Baha Mar Resort & Casino during February 13-16, 2020. The initiative was part of a collaboration between Deltec Bank & Trust and Family Office Experiences and aimed to attract other family offices and high net worth clientele to live, work, and play in The Bahamas.
Deltec Bank & Trust Chief Executive Officer Odetta Morton noted, “Deltec Bank & Trust is pleased that FOE recognizes our expertise and rich history in providing family office services, and more importantly that we offer some of the most personalized service by experienced professionals, which aligns perfectly with the type of service these individuals need for their families.”
Deltec hosted the group to an elegant welcome reception on Thursday, February 13 at its Lyford Cay property. During their stay in the country, delegates heard firsthand about the benefits The Bahamas has to offer including the incredible quality of life, supported by a strong financial jurisdiction that mitigates risk in their wealth planning.
“The ability to deliver the complete portfolio of family office services to athletes requires both an in-depth understanding of each unique person and a comprehensive understanding of the family office universe, and Deltec Bank & Trust is perfectly positioned to offer some of the most sophisticated solutions when establishing their presence in The Bahamas and anywhere in the world,” shared the CEO.
She added, “With this knowledge, we are not only able to deliver innovative and cutting-edge solutions that athletes are looking for today, but we’re able to do so in ways that generate significant synergies between the lifestyle they want to create here in The Bahamas and wealth management. Also, we’re able to deliver these synergistic solutions across a wide range of solutions from estate planning, investments, insurance, digital assets and real estate to tax planning, full family governance and day-to-day administration and management.”
CEO of Family Office Experiences, Christopher Cobbinah noted, “Our Experiences are ‘must attend’ events for those looking to build trusted relationships with the family office and athletic world. We look forward to partnering with the Deltec team to attract our community to The Bahamas.”
Pictured at the Deltec-sponsored welcome reception: (L-R): Janay Pyfrom-Symonette, Head of Marketing & Communications, Deltec; Michelle Evans, Executive Business Analyst, Deltec; Odetta Morton, Chief Executive Officer, Deltec; Christopher Cobbinah, CEO of Family Office Experiences and Paul Winder, Head of Fiduciary Products & Markets, Deltec. Charles Smith, Retired NBA Player and Head of Sports & Entertainment Mediacom is pictured in the second row.
About Deltec Bank & Trust
Deltec Bank & Trust is a financial services institution serving the unique needs of global private, corporate and institutional clientele. Deltec stands at the intersection of innovation and tradition, offering global clients the unique combination of institutional expertise and broad resources typically offered by large financial firms, and the bespoke solutions and highly attentive service that only a boutique can provide. It is the flagship company of Deltec International Group, a diversified independent financial services group, providing through its member companies a range of private banking and fiduciary expertise, fund administration, investment management, digital asset financial services, insurance solutions, and corporate and merchant banking capabilities.
About Family Office Experiences (FOE)
Family Office Experiences (FOE) hosts exclusive events and experiences in luxurious places, attracting the world’s most influential people to their invite-only community – family offices, athletes, entrepreneurs, celebrities, investors, next-gen leaders and influencers. The FOE Community has a global network that provides members with access to an exclusive group of like-minded people for mutual growth and support; Families connecting with Families.
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