Private Banking

Trust & Estate Planning

Developing an estate plan is of significant importance as the value of your accumulated savings, investments and property increase. Clarien Private Banking experts can advise on planning your estate and developing a clear blueprint for your financial legacy.

A complicated matter—simplified.

If you have large assets, a complex financial profile, or property in a number of regions, your estate planning will require specialised knowledge and personalised services, particularly with respect to managing offshore assets. You may wish to establish a trust as part of your estate planning solution.

Bermuda-based trusts enable residents and offshore clients to implement personal financial strategies that can help protect and grow their wealth for future generations. With a supportive regulatory environment and a sophisticated financial infrastructure, Bermuda is the ideal jurisdiction for establishing a trust. We are a pioneer in trust innovation and one of the world’s premier offshore trust jurisdictions. Our deep relationships with leading legal and fiduciary firms can solve for many multi-generational challenges. 

Trust in our expertise.

Our experts can advise you about which type of trust best suits your needs. These may include:

  • Bermuda residents and homeowners. Many Bermudians create personal trusts and transfer ownership of their homes to the entity. This structure reduces probate fees and stamp duty in the event of death. Blend your trust fees with your regular mortgage payments for added convenience.
  • Retirees and individuals approaching retirement. A trust is a tax-efficient way to distribute property to heirs.
  • Offshore clients. Bermuda-based trusts are ideal for protecting assets, holding investment portfolios and shares, or passing wealth on to future generations.