Transform your family office journey by choosing Bermuda as your strategic business hub. We invite you to immerse yourself in a realm where our business-friendly ecosystem boasts the epitome of professional excellence, regulatory resilience, and the captivating allure of our beautiful landscape and vibrant culture.
WHY BERMUDA?
Bermuda’s captivating beauty, rich culture, and business-friendly environment make it a prime destination for conducting international business. Sophisticated corporate and financial products and professional services create an ideal atmosphere for global enterprises, including family offices.
Proximity to Global Markets
Professional Excellence
Well-Defined Regulatory Frameworks
Resilience and Stability
Established Financial Sector
Cultural Charm
Business-Friendly
Alexanders invites you to explore our solutions and discover the Family Office Advantage in Bermuda.
INVESTMENT MANAGEMENT AND FUNDS – Unlocking Opportunities for your Wealth Management Strategy
Bermuda’s legislative framework encourages transparent and secure investment practices. Activities related to investment management and funds are regulated by the Bermuda Monetary Authority (BMA).
LEGISLATIVE FLEXIBILITY AND INNOVATION
Bermuda takes pride in its commitment to adaptability, constantly revising its legislation to align with global standards and to meet evolving market needs. Positioned as a global leader, Bermuda ensures ongoing modernization of its legislative frameworks to remain both flexible and competitive.
TRUST SOLUTIONS – World-Renowned Products and Expertise
Bermuda’s trust products can accommodate various estate, personal, financial, tax, or business planning objectives.
Globally recognized for its trust structures and industry professionals, Bermuda continues to evolve its trust regime through collaboration between Government authorities and industry experts.
ELEVATED PERFORMANCE – Options for Charity and Philanthropy, Luxury Assets and Professional Services
CHAMPIONING CHARITABLE INITIATIVES
The primary legislation governing charities in Bermuda is the Charities Act of 2014. However, depending on the organizational structure, additional legislation may apply.
Charitable trusts, purpose trusts, and companies limited by guarantee are commonly used for charitable and philanthropic endeavors. These structures provide flexibility and adaptability to suit the unique goals and missions of various initiatives.
Family offices interested in supporting charitable causes can also explore collaborative opportunities with existing registered Bermuda charities, which actively engage in a wide spectrum of impactful activities.
AVIATION AND MARITIME EXCELLENCE
Bermuda stands as a premier choice for registration of both private aircraft and yachts, drawing upon its extensive expertise in these industries. Experienced professionals can guide clients through the registration process and can assist with any associated financing and leasing transactions.
COMPREHENSIVE PROFESSIONAL SERVICES
Family offices benefit from a wide spectrum of specialized services provided by licensed professionals, ensuring a holistic approach to financial management and wealth preservation. Professional services offered include, but are not limited to:
Audit, Accounting, Tax, and Estate Planning Services
Assistance developing and implementing plans, strategies and compliance activities.
Banking and Private Wealth Management Services
Tailored banking and private wealth management services designed to optimize financial portfolios and ensure efficient wealth growth and preservation.
Bermuda Stock Exchange Listings
Offering securities available for purchase by retail investors on the Bermuda Stock Exchange; including stocks, bonds, and mutual funds.
Corporate Secretary and Administration Services
Corporate secretarial services to handle administrative tasks, compliance, and corporate governance matters.
Fund Administration
Expert handling of tasks required to administer funds while ensuring compliance with regulatory requirements.
Investment Management Services
Strategic investment management services to maximize returns and align investment portfolios with the long-term goals of the family office
Legal Services
Expert legal counsel providing general and specialized guidance on legal and regulatory matters, including mergers, acquisitions, corporate restructuring, and other transactions.
Risk Management and Insurance Services
Strategic risk assessment and insurance solutions to mitigate potential threats and safeguard family wealth against unforeseen challenges.
Trustee Services
Licensed trustee services to safeguard and administer family assets while ensuring adherence to legal and fiduciary responsibilities.
Our team at Alexanders can help you …
Define Your Objectives
Determine the primary goals and functions of your family office. This may include wealth management, estate planning, tax optimization, philanthropy, and more
Choose the Right Structure
Decide on the legal structure for your family office. Bermuda offers various options, including exempted companies, trusts, and partnerships. Consulting with a local attorney can help you select the most suitable structure.
Regulatory Compliance
Ensure compliance with Bermuda’s regulatory requirements, including registration with the Bermuda Monetary Authority (BMA) and adherence to anti-money laundering (AML) and know-your-customer (KYC) regulations.
Hire Professionals
Assemble a team of experts, including legal advisors, accountants, investment managers, and administrative staff. Local expertise is essential for navigating Bermuda’s legal and financial landscape.
Office Setup
Establish a physical presence in Bermuda by securing office space, setting up IT infrastructure, and ensuring the necessary operational support is in place.
Tax Planning
Take advantage of Bermuda’s tax benefits. While there are no income, capital gains, or inheritance taxes, it is important to structure your family office to fully optimize these advantages.
Ongoing Management
Implement strong governance and management practices, including regular financial reporting, compliance checks, and strategic reviews to ensure objectives are consistently met.
Engage with the Community
Participate in Bermuda’s financial and business community. Networking with other family offices and institutions can provide valuable insights and opportunities.
Criminal Law Solutions & Benefits
At Lawna, our criminal defense services offer tailored solutions to safeguard your future and minimize the impact of criminal charges. Our experienced attorneys provide strategic defense, ensuring that all aspects of your case are thoroughly examined and that your rights are fully protected.
Solutions
- Comprehensive Legal Defense
- Negotiation & Plea Bargains
- Appeals & Post-Conviction Relief
- Case Strategy & Investigation
Benefits
- Minimized Legal Consequences
- Protection of Rights
- Peace of Mind
- Tailored Legal Solutions
We Work with Clients to Create Solutions that Stand the Test of Time.
These lawyers helped us solve our problem and got us the best possible results! They also acted very quickly and followed up every step.
Dianne Russell
These lawyers helped us solve our problem and got us the best possible results! They also acted very quickly and followed up every step.
Frequently Asked Questions
You’ll need your marriage certificate, or an original copy from the Registrar of Statistics (Other Marriage Papers & Details)
You’ll need your marriage certificate, or an original copy from the Registrar of Statistics (Other Marriage Papers & Details)
You’ll need your marriage certificate, or an original copy from the Registrar of Statistics (Other Marriage Papers & Details)
Contact
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Alexanders Group
Alexanders, Barristers & Attorneys
a Bermuda-based law firm.
Alexander Management Ltd.
licensed by the Bermuda Monetary Authority as a Corporate Service Provider.
Alexander Securities Limited
accredited by the Bermuda Stock Exchange as a Premium Listing Sponsor.
Alexander Advisory Limited
provides bespoke accounting and advisory services.
Alexander Advisory Solutions Limited
provides bespoke accounting, advisory, and corporate services in the UK.
International Affiliations
Alexanders, Barristers & Attorneys is collaborating with Andersen in Bermuda.
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Alexander Solutions is the trading name of Alexander Advisory Solutions Limited.
Registered in England | Company No. 11989802
Directors: James Watlington | Belaid Jheengoor
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