Discretionary & Fixed Trusts
We design wealth structures that withstand the test of time. From discretionary trusts to private foundations, we ensure your assets are protected and your succession plans are honored.
We don't just manage assets. We safeguard legacies.
We design wealth structures that withstand the test of time. From discretionary trusts to private foundations, we ensure your assets are protected and your succession plans are honored.
Our solutions are tailored to the unique complexities of global families, ensuring that wealth is safeguarded, intentions are honored, and legacies endure across generations.
The Bahamas offers specialized trust structures including Reserved Powers Trusts and Purpose Trusts, ideal for clients seeking flexibility, control, and innovation in their estate planning strategies.
We help families and individuals establish lasting philanthropic structures that support causes they care about, ensuring their charitable vision endures while providing strategic tax and estate planning benefits.
Acting as administrators and fiduciaries, we ensure that foundations are managed in accordance with their charter, meet all reporting obligations, and fulfill their philanthropic or private purposes.
We work with families to create comprehensive philanthropic strategies that align with their values, maximize impact, and provide meaningful involvement for future generations.
Charitable trusts combine the benefits of philanthropy with effective estate planning, creating lasting impact while achieving your financial objectives.
For families seeking maximum control over their trust administration, a Private Trust Company offers the perfect balance of governance, flexibility, and regulatory compliance. We provide the regulatory support, board oversight, and back-office administration to ensure legal compliance and operational effectiveness.
We handle the entire process of establishing your PTC in The Bahamas, including regulatory applications, licensing with the Central Bank, and ongoing compliance with all fiduciary regulations.
Professional directors, board administration, minute-taking, and governance frameworks that ensure your PTC operates effectively while maintaining family control.
Comprehensive AML/CFT compliance programs, ongoing regulatory reporting, and liaison with the Central Bank of The Bahamas to ensure your PTC remains in good standing.
We provide independent trustee and agency services for capital markets and commercial finance transactions. Roles include Security Trustee, Facility Agent, Escrow Agent, and Bond Trustee, delivering impartiality and operational efficiency.
Acting as security trustee for lending transactions, bond issues, and structured finance arrangements.
Neutral third-party escrow services for M&A transactions, real estate deals, and commercial agreements.
Administrative agent services for syndicated loans and multi-party financing arrangements.
Trustee services for bond issuances, ensuring compliance with trust deeds and protecting bondholders' interests.
We help families design comprehensive succession strategies that ensure wealth transitions smoothly across generations while minimizing tax exposure, preserving family harmony, and honoring your legacy intentions.
We begin by understanding your family dynamics, assets, and goals to develop a comprehensive succession strategy.
Creating the optimal combination of trusts, foundations, and corporate entities to achieve your objectives.
Executing the plan with precision, including asset transfers, trust funding, and documentation.
Continuous administration, compliance, and periodic reviews to ensure your plan remains effective.
Leno Trust acts as a prudent fiduciary, prioritizing the preservation and growth of assets. We do not sell proprietary investment products; instead, we ensure that investment strategies align with the trust's objectives and the needs of beneficiaries.
We provide independent oversight to ensure that investment strategies align with the trust’s objectives, operating without conflict of interest.
Collaborating with families to define risk tolerance, liquidity needs, and long-term goals for a cohesive strategy.
Objective evaluation of external asset managers to ensure performance and compliance with mandates.
Ongoing risk audits to evaluate fiduciary, investment, operational, and legal risks to protect trust assets.
Providing a unified view of global assets, performance analytics, and cost transparency for informed decision-making.
In an increasingly litigious global environment, protecting wealth requires foresight and structural integrity. Bahamian trust law provides robust protection against future creditors while allowing settlors to retain appropriate powers.
Bahamian trust law provides robust protection against future creditors (subject to a two-year limitation period), offering a secure fortress for family wealth.
The Fraudulent Dispositions Act provides clarity and limitation periods, offering strong defenses against frivolous claims when trusts are properly established.
Leno Trust maintains substantial insurance coverage, providing an additional layer of security and peace of mind for our clients.
Asset protection planning must be undertaken before claims arise. We work with your legal and tax advisors to ensure structures are both effective and compliant.
We support clients in establishing tax-efficient, cross-border corporate structures to manage wealth and conduct business internationally.
We assist in forming and administering IBCs for asset protection, international trade, and tax planning, including full corporate governance and regulatory compliance support.
These structures help multinational clients manage subsidiaries and assets with reduced exposure to home jurisdiction risks.
We provide trust-based investment vehicles tailored to the complex needs of private equity and venture capital firms, ensuring regulatory compliance and fiduciary oversight.
We provide full governance, administrative, and compliance support for foundations and Private Trust Companies, ensuring legal compliance and operational effectiveness.
We ensure timely, accurate, and complete filings with regulatory authorities, maintaining the integrity of our fiduciary engagements and protecting our clients' interests.
Whether you're planning for future generations, protecting your assets, or seeking a reliable fiduciary partner, our team is here to guide you with expertise and integrity.
GET IN TOUCH01
+1 (242) 396 3225
Leno Corporate Centre, 5th Floor
Third Terrace Centreville
Nassau, The Bahamas
