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 Hanson Crockwell brings over two decades of experience in Bermuda’s trust and fiduciary sector, working closely with ultra-high-net-worth families and their global advisers. 

As Head of Trust and Family Office at Clarien, Jennifer plays a pivotal role in the strategic development of the Bank’s Wealth platform, with a focus on structuring and managing complex trust and family office relationships. 

Her career spans leadership roles in accounting, compliance and fiduciary services at Bermuda-based firms and global professional services providers. She also served as Chief Financial and Administrative Officer for a private company in Bermuda. 

Jennifer is a Chartered Professional Accountant (CPA, CA) and a full member of STEP (TEP). She holds a Bachelor’s degree in Accounting (with Great Distinction) from the University of Saskatchewan. 

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Miguel DaPonte, CFA

EVP, Chief Wealth Management Officer

Miguel is Executive Vice President and Chief Wealth Management Officer at Clarien Bank, where he leads Private Banking, Investment Management (CIL), Trust Management (CTL), and Family Office and Corporate Services (CCSL).

Miguel brings extensive experience in investment strategy and portfolio management. Before joining Clarien Bank, he was SVP of Investments and Pensions at a Bermuda-based insurance and pensions provider, where he managed balance sheet assets and led the growth of the firm’s defined contribution pension business. He previously held senior roles managing high-net-worth portfolios, global equity and fixed income strategies at a global annuity and life insurance company and an international financial services firm.

Miguel holds an MBA from the Richard Ivey School of Business at the University of Western Ontario and is a CFA charterholder.

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Clarendon Hugh (“Hal”) Masters

Consultant

Hal is a respected consultant with over 25 years of experience in the financial services sector, offering valuable insights into corporate governance and fiduciary management. As a Director of Clarien Bank and a consultant to Clarien Trust Limited for over 10 years,

Hal is an essential member of the team. He leverages his extensive expertise in hedge fund oversight and private equity to provide strategic guidance for clients. His approach emphasizes collaboration and a deep understanding of each client’s unique circumstances, ensuring effective trust development and management to support their long-term financial goals.

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JONATHAN REGO

Consultant

Jonathan is a dedicated consultant and a valued member of the Clarien Trust Limited team. He has over 15 years of experience in the trust sector, specializing in client relationships and fiduciary responsibilities. He effectively collaborates with clients and their advisors to address estate planning needs, ensuring that each family’s objectives are met with care and precision.

Jonathan’s extensive knowledge of Bermuda’s financial landscape, cultivated over a long-term consultancy, allows him to provide tailored support, facilitating optimal solutions for the unique challenges faced by multi-generational families..

Christina Howarth

Trust Officer

Christina is a dedicated Trust Officer at Clarien, responsible for a range of client-facing and administrative duties that ensure the smooth operation of trust services. Her prior experience managing the production team at Dockyard Glassworks Co. for ten years, combined with her ownership of a jewelry business, gives Christina a unique perspective on customer service and operational efficiency. She works collaboratively with management on client issues and special projects while pursuing her Trust and Estate Practitioner designation, demonstrating her commitment to professional growth and excellence in client service.