Our experienced team is able to advise on matters such as incorporations and throughout an entity’s life-cycle, including guidance on amalgamations, restructuring, share transfers, redomiciliations and continuations.  Other services include:

• Incorporation and formation of local companies, exempted companies, LLCs and partnerships
• Providing the primary functions and duties of a company secretary or assistant secretary
• Provision of Registered Office
• Preparing board, shareholder and committee meeting minutes and resolutions
• Preparing and distributing meeting agendas and notices related to convening an Annual General Meeting per year
• Serving as a primary liaison with the client the Bermuda regulators and authorities
• Establishing and maintaining the statutory registers
• Conducting client due diligence and identifying and verifying beneficial owners and controllers
• Economic Substance Act requirements
• Facilitation of and assistance with banking arrangements, share transfers and share capital amendments, Director and Officer changes, change of company name, Bye-Law Amendments, all due diligence requirements, beneficial ownership registration and filings, overall good corporate governance practices, liaising with regulatory services and authorities and advice on regulatory matters that might impact the business

Jennifer Hanson Crockwell, CPA, CA, TEP

SVP, Head of Trust and 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.

Stephanie Smith

Senior Corporate Administrator

Stephanie Smith brings a wealth of knowledge and experience to her role as Senior Corporate Administrator at Clarien Bank. With a seasoned background in corporate and trust administration, Stephanie stands out for her capability to manage complex client portfolios and foster robust corporate governance. In her position at Clarien Bank, Ms Smith is instrumental in providing top-notch corporate administration services. She plays a crucial role in supporting the corporate secretarial function, managing client portfolios with care and due diligence, and aiding the Corporate Services Manager in supervising the entire Corporate Administration department. With an astute understanding of the field, Stephanie also contributes significantly to business development and the cultivation of new business avenues.

Her educational qualifications, which span several important facets of corporate administration, have laid a strong foundation for her career achievements. Stephanie’s professional skills were further honed with Corporate Procedures I & II at the Appleby Corporate Administration Development Unit (2003 – 2005).  She achieved a Certificate in International Trust Management from STEP (2013), and attended advanced Business Writing, Supervisory, and Leadership Training courses at BEC (2015).

Before joining Clarien Bank, Stephanie had a significant eight-year tenure as a Senior Corporate Administrator with Butterfield Trust (Bermuda) Limited, followed by a valuable stint at Harbour Management Services Ltd., and at Appleby Trust (Bermuda) Ltd, where she eventually stepped into the role of a Corporate Administrator due to her outstanding performance.

Jill Jennings

Senior Corporate Administrator

Jill joined Clarien in November 2024 with over 20 years of experience in compliance and corporate administration.  She excels at providing corporate administrative services, ensuring regulatory compliance, and managing high-stakes initiatives within global and multicultural environments.

Jill currently serves as a Senior Corporate Administrator at Clarien Corporate Services Limited, where she oversees corporate governance, regulatory compliance, and business development initiatives.  Prior to this role, she was a Senior Compliance Specialist at Conyers Dill & Pearman, playing a pivotal role in anti-money laundering (AML) and anti-terrorist financing (ATF) compliance across multiple offshore jurisdictions.  Her career spans key leadership roles, including Assistant Trust Manager at Conyers, and Senior Analyst at the Bermuda Monetary Authority, where she was instrumental in regulatory oversight and trust company compliance.

Jill attended Ontario Business College.  She holds an Advanced Certificate in Business Compliance (ICA); Diploma in International Trust Management – Company Law and Practice (STEP); Foundation Certificate – International Trust Management (STEP) and certifications in Corporate Procedures (ICSA).