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Trust & Estate Planning

A trust is an important estate planning and investment tool that permits complete flexibility in the
management, control and ultimate distribution of assets.  It is a vehicle of choice for the preservation and
protection of wealth and enhanced confidentiality.

Benefits of trusts include:

  • Ability to provide for children and other family members
  • Ability to make charitable donations or make other bequests
  • Management of your assets should you become unable to oversee them yourself
  • Provide liquidity or leverages assets through use of credit facilities

Your Butterfield Relationship Manager will work closely with an experienced Butterfield Trust (Bermuda)
Limited  Trust Officer to structure and administer customised trust solutions to meet your unique needs. 
Whether you wish to manage tax liabilities, protect your assets or provide for the seamless transfer of
assets to your heirs, we can help.

Butterfield also offers trustee and company administration services through its wholly-owned subsidiaries
in Bermuda, the Cayman Islands, Guernsey and The Bahamas.

For more information about trust services, please contact:
Jonathan Dunlop, Vice President, Trust Services on (441) 278 5809

Butterfield Trust (Bermuda) Limited is a wholly-owned subsidiary of The Bank of N.T. Butterfield & Son Limited and is licensed to conduct Trust Business by the Bermuda Monetary Authority.



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