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Tax and Jurisdictions

For decades, high-net-worth individuals and families have valued Bermuda for the array of services available in the jurisdiction to support trust structuring, private-wealth preservation, estate management and succession planning. As HNWls continue to look for better ways to protect and manage their wealth, Bermuda is leveraging its well-earned reputation as a leading trust and private client centre to firmly position itself as an ideal location to establish and/or operate a family office.

For decades, high-net-worth individuals and families have valued Bermuda for the array of services available in the jurisdiction to support trust structuring, private-wealth preservation, estate management and succession planning.

As HNWls continue to look for better ways to protect and manage their wealth, Bermuda is leveraging its well-earned reputation as a leading trust and private client centre to firmly position itself as an ideal location to establish and/or operate a family office. 

Family offices are finding new opportunities in FinTech and social impact projects on the Isle of Man as the island revitalises itself as a global e-business hotspot.

Family offices are finding new opportunities in FinTech and social impact projects on the Isle of Man as the island revitalises itself as a global e-business hotspot.

New regulations driving greater transparency around beneficial ownership are being set up throughout Europe, spearheaded by Great Britain

New regulations driving greater transparency around beneficial ownership are being set up throughout Europe, spearheaded by Great Britain

Will the Panama Papers mark a tipping point for families and their advisers? And what will families need to do to fend off public criticism?

Will the Panama Papers mark a tipping point for families and their advisers? And what will families need to do to fend off public criticism?

The scandal over offshore investments is not set to influence the investment decisions of family offices, experts say, although reputational risk is a key consideration.

The scandal over offshore investments is not set to influence the investment decisions of family offices, experts say, although reputational risk is a key consideration.