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.