At Clarien Trust, we provide a full suite of tailored trust and family office services designed to
meet your unique financial and estate planning needs. Our services include:

• Trust Establishment and Administration: Assisting in setting up and managing trusts,
  foundations, and private trust companies.
• Asset Management: Professional management of trust assets, ensuring alignment with your
  financial and investment goals.
• Comprehensive Estate Planning and Streamlined Asset Transfer: We collaborate with you and your tax advisors to develop effective estate planning strategies that facilitate the efficient transfer of assets to beneficiaries, ensuring a seamless process without the need for probate.
• Retirement Funding Solutions: Helping you set aside funds aimed at securing retirement and long-term financial stability.
• Philanthropic Trusts: Facilitating the establishment of charitable trusts to support philanthropic endeavors.
• Family Financial Support: Structuring distributions for family members across generations.
• Collaboration with Investment Managers:
  Working closely with selected investment managers to ensure the execution of clients’ investment strategies aligned with their financial goals.
• Financial Reporting and Analysis: Offering detailed financial reporting and analysis to keep families informed about their wealth and investments.
• Lifestyle Management: Assisting with managing various aspects of family life, including personal
  and household affairs that go beyond traditional wealth management.
• Intergenerational Wealth Education: Educating family members about wealth management principles to foster responsible stewardship of family assets.

INSTITUTIONAL TRUST SERVICES

• Pension Fund Trusts: Providing trustee services for pension funds, ensuring compliance and effective management of retirement assets.
• Life Insurance Trusts: Administering life insurance trusts according to the trust’s terms.
• Purpose Trusts: Establishing and managing purpose trusts designed for specific objectives, without identifiable beneficiaries, ensuring that the intent of the trust is met.

We believe that true wealth management goes beyond numbers. Our philosophy is built on four key pillars that guide every decision and ensure your family’s legacy is preserved and enriched:

Managing wealth is about more than just numbers—it’s about protecting your family’s
values for future generations. Here’s why Clarien Trust stands out:

• Tailored Wealth Management: Your family’s needs are unique, and so is our approach.
• Integrated Financial Solutions: Seamless access to banking, investments, and corporate services.
• Decades of Expertise: Trusted advisors guiding you through complex financial landscapes.
• Proactive Estate Planning: Strategies that align with your family’s goals, ensuring smooth
  wealth transitions.
• Global Connections, Local Expertise: Access to global legal experts and deep local insight
  into Bermuda’s trust regulations.
• Competitive & Transparent Fees: Exceptional service with clear and competitive pricing.
• A Lasting Partnership: Your goals are our goals—we listen, adapt, and deliver based on your needs.

Jennifer Hanson Crockwell, CPA, CA, TEP. 

Head of Trust & Family Office

Jennifer joined Clarien in October 2020, as Senior Vice President, Head of Trust and Family office. As Head of Trust and Family Office, Jennifer plays an integral role in the strategic development of Clarien Wealth Management with a focus on ultra-high net worth and Family Office clients under the direction of the Chief Executive Officer.

Prior to joining Clarien, Jennifer was Chief Financial and Administration Officer for a Private Company in Bermuda. Previously, she held the post of Senior Manager at Arthur Morris and Company Limited specializing in providing accounting, fiduciary, compliance and corporate services to a broad range of clients, including trusts and investment companies. Jennifer moved from Canada to Bermuda in 1998 with Deloitte progressing to the position of Senior Manager and taking a lead role on many of the offices trust, corporate and accounting services clients.

Jennifer has been involved in Bermuda’s trust industry for over 20 years. In all her prior roles, Jennifer has worked closely with ultra-high net worth clients and their financial, tax and legal advisors as well as with bankers and investment advisors.

Jennifer is a Chartered Professional Accountant from Canada (CPA, CA) along with a Trust Estate Practitioner (TEP). She holds a Bachelors degree in Accounting with Great Distinction from University of Saskatchewan in Canada. 

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Miguel DaPonte, CFA

EVP, Chief Wealth Management Officer

Miguel is a CFA charter holder who obtained an MBA from the Richard Ivey School of Business at the University of Western Ontario. Prior to joining Clarien, Mr. DaPonte was the SVP Investments and Pensions at a local insurance company. During that time, he was responsible for the asset allocation and manager selection of the balance sheet assets of the firm and headed the company’s defined contribution pension business. Prior to that, he was Assistant Vice President at a global annuity and life insurance company, where he monitored and advised on investment portfolios totaling over $12 billion.

The formative years of his career were spent at an investment advisory service firm as a Senior Investment Analyst, where he managed global equities and fixed income portfolios.

In his new role as Chief Wealth Management Officer, Mr. DaPonte will be tasked with leading and overseeing Clarien’s Wealth Management business and all associated teams, including but not limited to: Private Banking, Investment Management (Clarien Investments Limited) and Trust Management (Clarien Trust Limited), including Family Office and Clarien Corporate Services Limited.