Wealth Planning for Generations
We build legacies with the understanding that keeping wealth is just as, if not more, difficult as creating it. We are your partner in protecting, optimising and passing on assets that will shape your legacy.
We view wealth holistically. We provide a highly personalised, traditional private banking approach, based on building strong relationships with you, your business and your family. The paramount goal of what we do is to prepare for the future and secure your legacy.
What We Offer
Our personal portfolio construction finds the best opportunities for any given personal, family and business requirement.
We believe in tailored portfolios that understanding unique client profiles, liquidity requirements, and investment objectives. Off-the-shelf is not the way here. Rather, holistic advice for the long-term.
- Global, multi-asset class perspective
- Holistic advice and guidance
- Tailored structured products
An equity release is a convenient way to free up capital tied up in luxury real estate.
This is specifically aimed at those who own luxury properties in The Bahamas. It can also be used as part of a relocation strategy to support new homeowners and expatriates. Deltec Bank provides financing of up to 50% of a property’s value.
- Access competitive rates
- Facilitate your move to The Bahamas
- Redeploy illiquid capital
The realm of trusts and customized structures can feel confusing and hard to navigate. We solved that problem.
Unique circumstances call for tailored answers. Asset protection trusts, purpose trusts, charitable trusts, and more, remain within the toolset of our estate planning specialists. Our internationally experienced and global team:
- Create and tailor your own trust
- Choose and execute the structures that suit you best
Where common law jurisdictions tend to favor the use of trusts, civil law jurisdictions, such as European countries, call for greater use of Foundations.
The Bahamas has modeled its foundation laws on Liechtenstein’s highly regarded “Stiftung,” or a foundation for private purposes. These foundations often hold international assets to achieve succession planning goals, tax mitigation, and financial privacy.
- Create and tailor your own foundation.
- Meet any potential purpose, personal or charitable.
- Achieve recognition within civil law jurisdictions.
Protect your family by creating a lifeboat of assets that can be there for them not matter what happens.
In a litigious and tax heavy world, ring fencing a pot of assets outside of your personal
and business ownership is the best way to protect your family should the worst happen. The combination of:
- The Bahamas legal system
which protects against creditors and foreign judgements. - Deltec Bank & Trusts
highly experienced
legal structuring team. - Deltec Bank & Trusts bank
account opening and
transacting services.
Is an essential tool for any successful person looking to protect generational assets.
The Bahamas has led the world with two essential tools for globally-minded entrepreneurs: the International Business Company (IBC) and the SMART Fund.
- Utilize a business-friendly jurisdiction
- Choose from a range of SMART funds
- Include more investors at little cost
Wealth planning means to future proof your legacy as best as possible, protect and maintain the value of your assets, optimize any tax obligations now and in the future, and elegantly consolidate all that you cherish for your legacy.
- International Tax Diagnostic & Optimisation
- Family Governance, Estate Planning & Succession
- Asset Protection Strategies
- Trust, Foundations, Companies & Other Structuring
- Private Banking Accounts
- Corporate Banking & Structuring Accounts
- IP Warehousing & Connected Licensing Matters
- Insurance Solutions
- Fund Structuring
Team Highlight
Paul Winder
Global Head of Wealth Planning
Ines Wery
Executive Director; AmCa Private Banking