Client-focused solutions

Stan Burnside. The Blacks & The Blues – Autumn 2006, from the collection of Dawn Davies.
Stan Burnside. The Blacks & The Blues – Autumn 2006, from the collection of Dawn Davies. (Click to enlarge.)

Private Trust’s core activity is the establishment and ongoing administration of trusts, foundations, private trust companies, investment funds, SmartFunds and companies.  We offer a comprehensive range of professional services, allowing our clients to concentrate on their core activities or relax and benefit from their wealth.

Client driven, flexible and responsive our services include:

TRUSTS AND FOUNDATIONS – an extensive range of trustee services, including the establishment, ongoing trusteeship and administration of discretionary, asset protection and purpose trusts. We also establish foundations and can provide ongoing administration services.

COMPANY AND CORPORATE SERVICES – incorporation, management and administration of Bahamian companies and companies incorporated throughout the world.

PRIVATE TRUST COMPANIES AND FAMILY OFFICES – a turnkey service for the establishment and ongoing administration of private trust companies. Further, we can provide a comprehensive Family Office service specifically tailored to individual client requirements.

FIDUCIARY SERVICES – fiduciary, nominee and escrow services and acting as Executor for the administration of a Deceased person’s Estate. Although we do not provide a banking service, we can assist in establishing banking relationships and can undertake specialist fiduciary transactions.

MANAGEMENT AND ADMINISTRATION – management and administration of trusts, companies and other entities, including the provision of management accounting and reporting services.

INSURANCE – insurance administration and management services, including acting as resident representative of captive and other insurers as required under Bahamian legislation.

INVESTMENT AND SMART FUNDS – establishment and ongoing administration, including acting as registrar and transfer agent, of certain investment funds, including SmartFunds. If required, we can offer a complete turnkey fund service providing everything from the offering documentation through to the service provider agreements and can undertake the accounting and Net Asset Value calculation functions, including time sensitive Net Asset Value accounting.

LICENSING– facilitating the establishment and licensing of asset managers, broker dealers, insurers and other regulated or licensed entities under Bahamian law.

ECONOMIC PERMANENT RESIDENCE – assistance with obtaining economic permanent residence to enable clients to live, work and play in a tax neutral tropical paradise.

OTHER SERVICES – advising clients on corporate strategy, including joint ventures, mergers and acquisitions and can assist in obtaining stock exchange listings, venture capital and project financing.  Further, we can provide assistance with a wide range of other services, including trading transactions and real estate acquisition.