Trust and Family Office
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.
You manage your business, and let us manage the rest.
Clarien provides a range of services, leveraging our internal capabilities, external partners, and comprehensive digital solutions, to help family offices achieve their goals:
Trustee and Corporate Services
- Trustee services provided by Clarien Trust Limited and corporate services provided by Clarien Corporate Services Limited, both licensed by the Bermuda Monetary Authority
- Accounting services for trust and corporate entities
- Incorporation/formation and full corporate management and administration services
- Corporate governance & regulatory compliance
Wealth and Succession Planning
- Partner with legal and tax advisors on multi-jurisdictional structuring
- Intergenerational wealth transfer
- Personalized and private banking relationship management
- Services provided by Clarien Investment Limited, licensed by the Bermuda Monetary Authority
- Fiduciary approach aligned with investment policy statement
- Traditional and alternative options
- Self-directed online trading and brokerage
- Listing sponsor for the Bermuda Stock Exchange through Clarien BSX Services Limited