Protect your legacy, wealth and family for generations
Offshore trusts, foundations, private trust companies and multi-layer holding structures — designed around your goals, implemented with leading local counsel and administered long term from our Bahamas office.
Trusts, foundations and private trust companies
A discretionary trust is the classic structure for succession and asset protection — assets pass outside your personal estate to trustees who hold them for your beneficiaries under rules you set.
A foundation is the civil-law equivalent, ideal for clients whose legal systems are unfamiliar with trusts. A private trust company (PTC) lets your family act as its own trustee, blending control with regulated professional administration.
- Succession and inheritance planning that survives any event
- Asset protection rated jurisdictions — Nevis, Cook Islands, Bahamas, Cayman
- Combining trusts with holding companies for trading families
- Multi-client and directed trusts for professional advisors
Building blocks we commonly use
- Discretionary & fixed interest trusts
- Asset protection trusts & LLCs
- Private foundations & PTCs
- Holding companies combined with trusts
- Wills, letters of wishes & governance
Does your situation call for a structure?
You are exposed to litigation
Professionals, founders and directors face personal claims. A Nevis or Cook Islands structure can make those claims meaningfully harder to pursue.
Succession is unresolved
You want your family protected from probate delay, foreign forced-heirship rules and the turbulence of your home jurisdiction.
You hold significant assets
Real estate, investments, operating businesses or intellectual property held directly deserve the stability of a proper holding structure.
Every structure is fully compliant with international reporting requirements and always discussed with your own advisors.
A structured path to a durable structure
Wealth audit
We map your assets, family situation, exposure and long-term goals in a confidential meeting.
Design
We propose trust, foundation or LLC architecture, jurisdiction and governance — with independent advice encouraged.
Settlement
Local counsel drafts documents; the structure is settled and funded under your control.
Stewardship
We administer the structure, manage reporting, handle amendments and keep it aligned with your life.