- Home
- Wealth Management
- Trust Services
Trust Services
Structuring, managing and transitioning wealth
Trust and estate services in Bermuda supporting the structuring, management and transition of wealth across generations.
Services span trust structures, estate planning, governance and succession, delivered in coordination with your advisory network to ensure alignment over time.
Trust structures and fiduciary services
Trust structures are established and administered to support long-term stewardship, continuity and alignment with your financial objectives.
Services cover the full lifecycle of a structure, from initial establishment through to ongoing fiduciary management and oversight.
- Establish and administer trusts, foundations, and private trust companies
- Provide ongoing fiduciary management and oversight
- Administer specialised structures including pension, life insurance, and purpose trusts
- Support the management of trust assets in line with your objectives
Estate planning, governance and succession
Planning supports the structured transfer of wealth, responsibilities and decision-making across generations, aligned with your broader financial arrangements.
This includes estate planning, family governance and succession, ensuring clarity, continuity and alignment over time.
- Develop estate planning strategies aligned with your objectives
- Support the structured transfer of assets to beneficiaries
- Establish governance frameworks across family structures
- Define roles, responsibilities and decision-making processes
- Support succession across family and business interests
Coordination and ongoing oversight
Planning supports the structured transfer of wealth, responsibilities and decision-making across generations, aligned with your broader financial arrangements.
This includes estate planning, family governance and succession, ensuring clarity, continuity and alignment over time.
- Coordinate with legal, tax and investment advisers
- Provide reporting and oversight across structures
- Support trust, corporate and personal arrangements
- Assist with intergenerational planning and long-term stewardship
Discuss your trust and estate requirements
Speak with a Clarien adviser about structuring, managing and transitioning wealth in line with your objectives.
Trust structures and administration
Establish and manage trust structures designed to support long-term stewardship and continuity.
- Trusts, foundations and private trust companies
- Ongoing fiduciary management and oversight
- Support for specialised structures, including pension and purpose trusts
Estate and succession planning
Plan for the structured transfer of wealth, responsibilities and control across generations.
- Estate planning aligned with your objectives
- Succession planning across family and business interests
- Structured transfer of assets to beneficiaries
Family governance
Establish frameworks to support decision-making, communication and long-term continuity.
- Defined roles and responsibilities
- Governance aligned to family values and priorities
- Support for consistency across generations
Family office services
Coordinate complex financial arrangements across structures, advisers and priorities.
- Oversight across trust, corporate and personal arrangements
- Coordination with professional advisers
- Financial reporting and support for long-term stewardship
Frequently Asked Questions
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse ornare ultricies rutrum. Nulla odio lectus, tristique id blandit fringilla, scelerisque id ipsum. In porttitor consequat diam, ac luctus magna viverra sed. Vestibulum vitae ligula id ex pharetra pulvinar. Phasellus at lectus augue. Proin rutrum aliquam sem, ac interdum augue porta.
Frequently Asked Questions Here
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse ornare ultricies rutrum. Nulla odio lectus, tristique id blandit fringilla, scelerisque id ipsum. In porttitor consequat diam, ac luctus magna viverra sed. Vestibulum vitae ligula id ex pharetra pulvinar.
Frequently Asked Questions Here
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse ornare ultricies rutrum. Nulla odio lectus, tristique id blandit fringilla, scelerisque id ipsum. In porttitor consequat diam, ac luctus magna viverra sed. Vestibulum vitae ligula id ex pharetra pulvinar.
Frequently Asked Questions Here
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse ornare ultricies rutrum. Nulla odio lectus, tristique id blandit fringilla, scelerisque id ipsum. In porttitor consequat diam, ac luctus magna viverra sed. Vestibulum vitae ligula id ex pharetra pulvinar.
Frequently Asked Questions Here
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse ornare ultricies rutrum. Nulla odio lectus, tristique id blandit fringilla, scelerisque id ipsum. In porttitor consequat diam, ac luctus magna viverra sed. Vestibulum vitae ligula id ex pharetra pulvinar.
Frequently Asked Questions Here
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse ornare ultricies rutrum. Nulla odio lectus, tristique id blandit fringilla, scelerisque id ipsum. In porttitor consequat diam, ac luctus magna viverra sed. Vestibulum vitae ligula id ex pharetra pulvinar.