Wealth Planning

Wealth Planning for Generations

We build legacies with the understanding that keeping wealth is just as, if not more, difficult as creating it. We are your partner in protecting, optimising and passing on assets that will shape your legacy.

We view wealth holistically. We provide a highly personalised, traditional private banking approach, based on building strong relationships with you, your business and your family. The paramount goal of what we do is to prepare for the future and secure your legacy.

What We Offer

Our personal portfolio construction finds the best opportunities for any given personal, family and business requirement.

We believe in tailored portfolios that understanding unique client profiles, liquidity requirements, and investment objectives. Off-the-shelf is not the way here. Rather, holistic advice for the long-term.

Global, multi-asset class perspective
Holistic advice and guidance
Tailored structured products

An equity release is a convenient way to free up capital tied up in luxury real estate.

This is specifically aimed at those who own luxury properties in The Bahamas. It can also be used as part of a relocation strategy to support new homeowners and expatriates. Deltec Bank provides financing of up to 50% of a property’s value.

Access competitive rates
Facilitate your move to The Bahamas
Redeploy illiquid capital

The realm of trusts and customized structures can feel confusing and hard to navigate. We solved that problem.

Unique circumstances call for tailored answers. Asset protection trusts, purpose trusts, charitable trusts, and more, remain within the toolset of our estate planning specialists. Our internationally experienced and global team:

Create and tailor your own trust
Choose and execute the structures that suit you best

Where common law jurisdictions tend to favor the use of trusts, civil law jurisdictions, such as European countries, call for greater use of Foundations.

The Bahamas has modeled its foundation laws on Liechtenstein’s highly regarded “Stiftung,” or a foundation for private purposes. These foundations often hold international assets to achieve succession planning goals, tax mitigation, and financial privacy.

Create and tailor your own foundation.
Meet any potential purpose, personal or charitable.
Achieve recognition within civil law jurisdictions.

Protect your family by creating a lifeboat of assets that can be there for them not matter what happens.

In a litigious and tax heavy world, ring fencing a pot of assets outside of your personal
and business ownership is the best way to protect your family should the worst happen. The combination of:

The Bahamas legal system
which protects against creditors and foreign judgements.
Deltec Bank & Trusts
highly experienced
legal structuring team.
Deltec Bank & Trusts bank
account opening and
transacting services.

Is an essential tool for any successful person looking to protect generational assets.

The Bahamas has led the world with two essential tools for globally-minded entrepreneurs: the International Business Company (IBC) and the SMART Fund.

Many new entrepreneurs and young families relocate to The Bahamas every year, prompting a search for more protective, favorable, and streamlined structures to launch new ventures or reignite existing enterprises.

Utilize a business-friendly jurisdiction
Choose from a range of SMART funds
Include more investors at little cost

Wealth planning means to future proof your legacy as best as possible, protect and maintain the value of your assets, optimize any tax obligations now and in the future, and elegantly consolidate all that you cherish for your legacy.

International Tax Diagnostic & Optimisation
Family Governance, Estate Planning & Succession
Asset Protection Strategies
Trust, Foundations, Companies & Other Structuring
Private Banking Accounts
Corporate Banking & Structuring Accounts
IP Warehousing & Connected Licensing Matters
Insurance Solutions
Fund Structuring

Team Highlight

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