The Clairmont Group provides hands-on fiduciary services and wealth structuring for families, attorneys, investors, institutions and entrepreneurs. We pride ourselves on in-person relationship building and management, and take a collaborative approach to working with families and stakeholders to discover, implement and administer complex, cross-border estate planning solutions. Our clients are typically international families in need of thorough analysis of existing holding structures and corporate / family governance with the goal of creating an integrated holding structure or estate plan. As an established boutique with extensive presence through Europe, Latin America, United States & the Bahamas, we frequently travel to coordinate in person with all stakeholders to uncover, structure & implement best available options. Clairmont services include: Fiduciary Services & Wealth Structuring: » Expert trust administration » Private trust company services » Expert foundation administration » Proprietary mutual fund services For Operating Businesses: » Assistance with cross-border opportunities » Corporate governance For Direct Investments » Management of existing positions » Investor club concept For Families: » Succession and inheritance planning » Family governance » Family office consulting, implementation & administration
