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Bermuda’s Economic Investment Residential Certificate

Prior to 31 March 2023 an application could be made for an “Economic Investment Certificate” by non-Bermudian individuals who invested at least BM$2.5 million in the island. The certificate was valid for a five years, after...more

Family Wealth Management with Bermuda Trusts

Bermuda is a popular and highly regarded jurisdiction for managing the offshore family assets of wealthy, international families due to several favourable characteristics. As a high-quality international financial centre,...more

Private Client & Trust Bulletin – Fall 2021

Welcome to the sixth edition of our Private Client Bulletin, bringing you the latest private client and trust news and insights from Bermuda, the Cayman Islands, BVI and Asia. This edition features articles on offshore...more

The Evolution of the “Watchdog” Role of Protectors

In the Matter of the X Trusts [2021] SC (Bda) 72 Civ (7 September 2021) - Assistant Justice Dr Ian Kawaley of the Supreme Court of Bermuda has provided a seminal judgment on the role of Protectors in offshore trusts. Such a...more

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