Protecting the Wealth of My Family

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 cash flow. 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:

• Bill payments
• Bookkeeping
• Cash flow budgeting and management
• Communication and reporting
• Payroll for household employees
• Key advisor coordination
• Heir preparation and counseling
• Tax preparation and planning
• Planning of stock options
• Estate planning
• Personal wealth planning
• Investment consulting and management
• Liquidity Management
• Insurance consulting and management