Deltec is one of The Bahamas’ leading independent wealth management firms. We take pride in acting as the trusted fiduciary for families, individuals and foundations for over 70 years.
The Benefit of a Family Office
Much like a business, families seek to continuously build, manage and preserve their wealth. Additionally, like a business, this will require proper planning, budgeting and cashflow. In short, this will require a trusted advisor.
Our in-house experts are here to fulfill that role. We will address the complex needs of your family in a bespoke way to collectively design a comprehensive body of integrated resources so you may reach your personal and family goals. We are here to help, with your interests and values in mind, to build your legacy over many generations.
Services included in our Family Office Wealth Management Strategy:
Deltec Bank & Trust is a financial services institution serving the unique needs of global private, corporate and institutional clientele. It is the flagship company of Deltec International Group, a diversified independent financial services group, providing a range of private banking and fiduciary expertise.
Thank you for your interest in the Deltec Initiatives Foundation. You can contact us using the form below.
Before sending a message to us, kindly note that we do not accept requests for funding. Thank you for your understanding.