Private Wealth

Bermuda is a jurisdiction of choice for family offices seeking control, clarity, and continuity. Structures such as Private Trust Companies (PTCs), LLCs, ISACs, and SACs offer clients the ability to consolidate administration while preserving flexibility and privacy.

Our legal and regulatory framework is evolving with the needs of private clients — from trust law modernisation to implementation of a Corporate Income Tax (CIT) regime that aligns with global standards while preserving Bermuda’s long-term competitiveness.

Bermuda is a long-standing private wealth hub with an ecosystem of independent banks, legal firms, and licensed trust providers.

Global institutions such as Lombard Odier, Butterfield, and Conyers offer bespoke solutions spanning succession planning, investment structuring, and fiduciary accounting. Clients benefit from regulated trust businesses with multilingual teams, deep regional knowledge, and access to best-in-class advisors — all within a jurisdiction that combines common law protections and international credibility.

Bermuda is a globally respected private wealth hub, supported by a network of licensed trust companies, independent banks, investment advisers, and legal experts.

Clients benefit from tailored wealth management structures and direct access to key decision-makers — all within a stable and well-regulated environment. Bermuda’s sophisticated infrastructure supports cross-border needs and long-term planning, attracting family offices, asset managers, and institutional advisers seeking efficiency, discretion, and global reach.

The Economic Investment Residential Certificate (EIRC) provides high-net-worth individuals with a pathway to long-term residency through investment. With a $2.5M minimum investment across areas such as real estate, local business, or philanthropic initiatives, the EIRC enables lifestyle and legacy planning in a safe, strategically located jurisdiction.

Flexible permits, including 5-year renewable options, allow investors to build familiarity with Bermuda before making a long-term move — an attractive offering as global tax regimes evolve.