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The Bahamas Investor

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Introduction to private wealth management
Introduction to private wealth management

Strategic planning for business cycles is an essential element for any successful business. In The Bahamas we believe this principle is equally important for individuals and families.

Investor Resources
January 16, 2013
January 16, 2013

Strategic planning for business cycles is an essential element for any successful business. In The Bahamas we believe this principle is equally important for individuals and families.

At each stage of your financial development, various products, services and techniques are available, many of which have complementary characteristics to assist in the organization of your financial affairs. The Bahamas offers a comprehensive range of private wealth management options, which may be usefully regarded as a Bahamas tool kit, and is available to design effective individual solutions.

PDFThis information has been updated. View/download the latest changes in the 2017 Investor’s Resource Guide.

In The Bahamas, we are committed to adding value to the personal financial plans of clients through dedicated service as well as the appropriate application of financial planning tools. For the purpose of this guide, these professional services are termed private wealth management.

Individuals who have an effective wealth management strategy are better positioned to manage the impact of events such as changing market conditions, family transitions or planning for the future.

In The Bahamas, we do not believe that private wealth management should focus merely on the structuring of financial affairs to reduce or defer tax. While the ability to accrue profits within a tax-neutral environment such as The Bahamas should be recognized as a valuable advantage, we believe the greater priority is the formation of a relationship fashioned on maximizing the efficiency of your financial assets. Whether this is accomplished by increasing the return, safeguarding against loss or ensuring efficient distribution, it is clearly a business relationship that may span generations. The integrity and continuity offered by institutions located in The Bahamas should be important factors when considering a wealth management plan.

The financial services industry in The Bahamas is staffed and managed by a large pool of experienced professionals. With personnel committed to the local community, the client may be confident that continuity of service, which lies at the heart of the successful professional relationship, will be more predictable than in locations largely dependent upon imported skills. Moreover, respect for personal confidentiality lies at the heart of private wealth management, and the Bahamian government has long recognized and valued the right of the individual to confidentiality in financial matters. Clients may be assured that their affairs will be handled in a discreet, professional manner.

Modern legislation enables The Bahamas to remain at the forefront of the industry. The legislative environment is constantly monitored to ensure the jurisdiction retains its competitive advantage. To this end, the ability of an independent nation to set its own legislative agenda is an important consideration when deciding the location for personal financial services.

This guide aims to highlight products that have a variety of uses and that inevitably overlap. It may be useful to remember that as wealth increases, the structuring alternatives available similarly increase and, as such, the tool kit expands. It should become clear, however, that successful wealth management is a whole life process that is most effective when started early and managed to achieve agreed long-term goals. A trust or company structure that may be valuable for protecting assets during life can be equally effective at managing their distribution following death. Indeed, the earlier a wealth management strategy is embraced, the greater the potential benefits.

The Bahamas offers an ideal domicile for the management of personal wealth. The tradition of quality personal service coupled with an investor-friendly, tax-neutral environment yields a unique set of benefits. As you read this guide and explore some of the wealth management facilities offered from within The Bahamas, we hope you are encouraged to find out more.

The website of the Bahamas Financial Services Board provides a database of information for tax, estate and financial planning practitioners, including a directory of service providers and legislation referenced in this guide at

The Bahamas provides individuals and institutions the ability to establish customized corporate structures tailored to the specific demands of their international business transactions, asset management and estate planning.

The July-December 2012 issue of The Bahamas Investor contains a special Legal Directory section filled with informative articles and listings of leading law firms in the jurisdiction. The 34-page supplement contains all the information an investor needs to know when looking to invest or do business in The Bahamas.

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