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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.

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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

More Wealth Planning Strategies
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
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ABOUT US

Team Highlight

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Paul Winder

Global Head of Wealth Planning

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Ines Wery

Executive Director; AmCa Private Banking

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Deltec Bank & Trust Limited is regulated by the Central Bank of The Bahamas and the Securities Commission of The Bahamas.

Our products, services, information and materials contained within these web pages may not be available for residents of certain jurisdictions.

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Providing Financial Services Globally for more than 75 years

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Stay up-to-date on the latest news and wealth insights.

Deltec Bank & Trust Limited is regulated by the Central Bank of The Bahamas and the Securities Commission of The Bahamas.

Our products, services, information and materials contained within these web pages may not be available for residents of certain jurisdictions.

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Paul Winder

Global Head of Wealth Planning

Paul is a former Chairman of The Bahamas Financial Services Board (BFSB), past Chairman of The Bahamas branch of the Society of Trust and Estate Practitioners (STEP), and a member of the International Tax Planning Association (ITPA).

His career spans more than 30 years in financial services, with emphasis on creating products and services in the international tax treaty and estate planning arena. He is a regular panelist and chair at industry conferences and writes regularly for international media such as the STEP Journal, Trust & Trustees, Offshore Investment and IFC Caribbean Review, and  the Financial Times Law and Tax Asian Edition.

In 2005, Paul was voted Executive of The Year as part of the Industry Excellence Awards hosted by the BFSB.

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Ines Wery

Executive Director; AmCa Private Banking

Ines Wery, Executive Director of AmCa Private Banking – Wealth Planning & Structuring, Deltec Bank & Trust Limited Ines has over 35 years of leadership experience within all the areas related to International Wealth Management, servicing UHNW, Individuals, Family Offices Owners, Fund Managers and Asset Managers, with a focus on the Brazilian and International markets.

She began her career at Swiss Bank Corporation followed by UBS/ New York where she was from 1994 to 2004, serving as Managing Director and Country Team Head (Brazil). Ines led all management, marketing, and project development for Team Brazil worldwide, including establishing the onshore business platform in São Paulo and Rio de Janeiro. From 2005 until 2012 she was a Partner and Director of Wealth Management at Crescendo Capital Management — Fort Capital Management, a leading company in the Field of UHNW clients and Private Equity. Her latest position was as Senior Vice President at the Royal Bank of Canada Team Brazil in Miami. Ines graduated from the Universite Catholique de Louvain and Cours Melius – Brussels, Belgium and with a degree in General Trade, Accounting and Political Science.

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