Bermuda Trust Administration

Quorum Limited is licensed and authorised to act as a Trustee by the Bermuda Monetary Authority.

Bermuda has an established reputation for providing Trust Business and follows the English common law system and is based on contemporary trust concepts.

Our Trust Managers are fully qualified and members of professional bodies such as the Society of Trust and Estate Practitioners (STEP).

The Trust services we provide include but are not limited to the following:

• Establishing and administering Trusts;
• Providing full Trustee or co-Trustee services;
• Managing assets held within a Trust;
• Accounting and financial reporting;
• Establishment and maintenance of banking relationships;
• Working with reputable investment brokers in relation to investment management and carrying out investment portfolio reviews on a regular basis;
• Complying with regulatory requirements in accordance with AML/TF legislation;
• Complying with CRS/FATCA reporting obligations;
• Keeping and maintenance of proper Trust records;
• Maintaining strong relationships with beneficiaries and understanding their needs.

The Types of Trusts we offer are :

• Discretionary Trusts
• Purpose Trusts;
• Will Trusts;
• Charitable Trusts.

Benefits of a Trust :

• Asset protection;
• Tax planning;
• Succession planning for future family generations;
• Estate planning;
• Supporting High Net Worth Individuals and their families with professional services.