Trusts & Foundations

Private clients use trusts and foundations to hold assets and for succession planning and The Bahamas is a premier jurisdiction for such structures.  Pamela Klonaris, and Jillian Chase-Jones lead the practice team at Delaney Partners.

Several members of our team are credentialed by the Society of Trust and Estates Practitioners and advise on trust structures, underlying vehicles, changes in trusteeship, appointment of trust assets, revocation or termination of trusts, and the setting up of foundations.

We have assisted high net worth individuals with –

• Inter vivos declarations and settlements;
• Testamentary trusts;
• Letters of wishes; and
• Liaison with trustees and protectors.