info@offshore-finances.com Nassau, The Bahamas
Trusts & Asset Protection

Protect your legacy, wealth and family for generations

Offshore trusts, foundations, private trust companies and multi-layer holding structures — designed around your goals, implemented with leading local counsel and administered long term from our Bahamas office.

The tools

Trusts, foundations and private trust companies

A discretionary trust is the classic structure for succession and asset protection — assets pass outside your personal estate to trustees who hold them for your beneficiaries under rules you set.

A foundation is the civil-law equivalent, ideal for clients whose legal systems are unfamiliar with trusts. A private trust company (PTC) lets your family act as its own trustee, blending control with regulated professional administration.

  • Succession and inheritance planning that survives any event
  • Asset protection rated jurisdictions — Nevis, Cook Islands, Bahamas, Cayman
  • Combining trusts with holding companies for trading families
  • Multi-client and directed trusts for professional advisors

Building blocks we commonly use

  • Discretionary & fixed interest trusts
  • Asset protection trusts & LLCs
  • Private foundations & PTCs
  • Holding companies combined with trusts
  • Wills, letters of wishes & governance
When you need it

Does your situation call for a structure?

You are exposed to litigation

Professionals, founders and directors face personal claims. A Nevis or Cook Islands structure can make those claims meaningfully harder to pursue.

Succession is unresolved

You want your family protected from probate delay, foreign forced-heirship rules and the turbulence of your home jurisdiction.

You hold significant assets

Real estate, investments, operating businesses or intellectual property held directly deserve the stability of a proper holding structure.

Every structure is fully compliant with international reporting requirements and always discussed with your own advisors.

How we work

A structured path to a durable structure

01

Wealth audit

We map your assets, family situation, exposure and long-term goals in a confidential meeting.

02

Design

We propose trust, foundation or LLC architecture, jurisdiction and governance — with independent advice encouraged.

03

Settlement

Local counsel drafts documents; the structure is settled and funded under your control.

04

Stewardship

We administer the structure, manage reporting, handle amendments and keep it aligned with your life.

Expert Guidance for Your Global Finances

Outline your needs and any preferred jurisdictions. Our Nassau-based team will evaluate your circumstances and present the optimal approach for your objectives.

Request a Consultation