A guide to family office services in Bermuda
Bermuda continues to be a preferred jurisdiction in which to establish and maintain family offices. Bermuda’s regulatory regime carefully balances privacy with the objective of ensuring appropriate regulation is in place to maintain its stellar reputation as a premier international financial service centre.
- a high quality, common law legal system based upon, but independent from, that of England and Wales, supplemented by Bermuda statutes and judicial decisions. Bermuda’s final court of appeal is the Judicial Committee of the Privy Council in London;
- a pragmatic and respected regulatory environment;
- direct flights to and from New York, London, Toronto, Miami and other major centres. When travelling to the United States (US), travellers clear US immigration and customs in Bermuda;
- in appropriate cases English Queen’s Counsel can be granted rights of audience before the Bermuda courts;
- the presence in the jurisdiction of the ‘Big Four’ accountancy practices;
- a range of high quality licenced trustees including those with an international affiliation;
- political stability, safety and quality of schools, hotels, conference centres, restaurants and infrastructure.
- Family office structuring and management
- Trust structuring and estate planning
- Corporate governance
- Investment funds
- Debt finance
- Aircraft and yacht registrations
- Charities and philanthropy
- Relocation services and immigration