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

Corporate Services Manager: Dr. Allison Forte, DBA, FCIS, CMgr MCMI 

With over 25 years of corporate management, administration and governance experience, Dr. Forte has overseen corporate portfolios and teams in Bermuda for 13 years. Prior to Dr. Forte’s arrival in Bermuda, she also managed various high net worth and fortune 500 clients domiciled in Barbados, British Virgin Islands (B.V.I.), the Cayman Islands and Hong Kong.  She is known for being highly responsive and for providing hands on experience and excellent client service.

Head of Trust & Family Office: Jennifer Hanson, CPA, CA, TEP. 

Ms. Hanson is the Senior Vice President, Head of Trust and Family Office. Jennifer has over 25 years in the accounting and financial services industry as well as experience in corporate governance.