Wealth Management

Trust and Family Office

Generational family playing at the beach

SERVICES FOR AFFLUENT INDIVIDUALS AND FAMILIES.

Every family office, like every family, is different…and has unique values, interests and needs.

For many families, the cost, time and administrative expertise needed to create and provide proper supervision, capital and leadership over the day-to-day management of the family’s personal and financial affairs, as well as the longer-term plans for inter-generational wealth transfer, can be daunting.

For this reason, a family will often engage the services a multi-family office manager to maximise the efficiency and effectiveness of their family office. A multi-family office manager enables cost sharing, continuity and provides a framework for oversight and leadership to support the team of professionals providing services to the family.

Clarien provides a range of services, leveraging our internal capabilities, external partners, and comprehensive digital solutions, to help family offices achieve their goals.

Clarien Bank Limited, through its wholly owned subsidiary companies, is licensed to conduct bank, investments, corporate services and trust business by the Bermuda Monetary Authority.