Experience

Clairmont Trust Company

• Bahamas
• Financial Services
• 1 - 100 Employee

• Senior Wealth Advisor

  • Jan 2021 - Present

  Clairmont Trust Company is an independently-owned boutique trust company. We help international families with complex cross-border assets improve the management of their fiduciary structures. Assets include family-owned operating companies, real estate and investment assets often with a US footprint. We work with their legal advisors so that they can be sure the solutions they recommend are properly implemented and administered. As administrators, we ensure all reporting requirements with regulators are accurately completed (FATCA, CRS etc). We take care of the ongoing KYC reporting to the partner banks and investment advisors and other financial institutions. Ultimately, we ensure the families feel secure about both their succession plan and the integrity of their structure so that may focus their time on what is important to them. We accomplish this by working closely with a select group of families, working proactively with their advisors, engaging in regular personal contact with them and the various stakeholders. Our team speaks Spanish and Portuguese and has extensive experience, particularly in Europe and Latin America. We are always excited to jump on a plane to listen to a new challenge. Feel free to visit our website at www.clairmonttrust.com Show less



STEP Colombia

• Bogota

• Member Board Of Directors

  • Jun 2015 - Present



BTG Pactual

• Brazil
• Financial Services
• 700 & Above Employee

• Head Wealth Planning

  • Feb 2015 - Sep 2018



Lewin & Wills

• Colombia
• Legal Services
• 1 - 100 Employee

• Associate

  • Nov 2013 - Feb 2015



Brigard Urrutia

• Colombia
• Law Practice
• 300 - 400 Employee

• Associate

  • Jan 2013 - Nov 2013



Ignacio Sanín Bernal & Cía. Abogados

• Lawyer

  • Sep 2008 - Sep 2011



C.I Banacol S.A.

• Legal Intern

  • Jun 2007 - Sep 2008