Why Trust Allies?
There is power in harnessing the collective expertise of an international team who share the same boutique values and approach. Boutique means each client is important, and we are all committed to investing in client relationships for the long term.
The Trust Allies team confidently offers a genuine alternative to large corporate service providers. A service that is genuine, personal, and connected both locally and internationally. Trusted local expertise, with international reach, from professionals with decades of experience, who are themselves successful entrepreneurs.
OUR EXPERIENCE & EXPERTISE
Our alliance was created to give clients access to trusted experts across all the major global tax neutral financial centers. This means we can help international corporates, families and family office to build a powerful and effective local and international team across our alliance network in order to design and implement compliant, cost effective and robust structures to protect and increase wealth.
Whether clients need to establish new trust and corporate structures, or require responsive and experienced support on high levels of transactional activity in multiple locations, we have the skills and structure to deliver.
We offer a range of specialist services too; we have considerable expertise in acting as trustees, co-trustees or protectors in structures where litigation is ongoing, or threatened, and in managing and resolving conflict.
Our scale and scope also means we can assist with rigorous analysis of investment portfolios, using our long established relationships and purchasing power to review third-party fees. We are regularly tasked with measuring and assessing investment manager performance against agreed benchmarks and industry averages.
We know how to negotiate the often labyrinthine world of compliance and transparency regulation to deliver compliant, robust structures that offer the highest level available of privacy and security.
OUR FEE STRUCTURE
Our fee structures are transparent and clearly set out from the start. We are delighted to offer fee quotes for onboarding existing structures from other service providers, or for setting up new structures.
Our network features an exclusive collection of trust professionals in eight locations across the globe with a shared commitment to providing extraordinary levels of responsiveness and expertise driven by decades of experience and knowledge.
Contact us at:
or your usual contact at any of our member firms.
Coriats Trust Company
Turks and Caicos Islands
Jackson Hole, Wyoming
TrustAllies members are not affiliated or in partnership with each other; each member firm is an independent business and renders professional services on an individual and separate basis
Founder and Director
Geoff began his career in stockbroking and financial analysis on the Johannesburg Stock Exchange before moving to the United Kingdom in 1984 where he was involved in trade finance. He has a BA in Econ. Sc. and an MBA, both from the University of the Witwatersrand – South Africa and is a member of the International Tax Planning Association and a full member of the Society of Trust and Estate Practitioners. He sits as a non executive director on a number of companies as well as being a trustee of a charitable organisation.
Prior to forming Clairmont, throughout his career James has advised international families on how to optimize complex planning and investment opportunities. From 2007 to 2014, James worked for EFG Bank & Trust (Bahamas) Ltd. As Senior Vice President, he managed complex wealth management structures for international families. In this role, he focused on working closely with an exclusive group of ultra-high net worth clients in Europe and Latin America. Prior to that, James worked for 13 years as Executive Director of SG Hambros Bank & Trust (Bahamas), where he was responsible for the Private Banking, Trust & Fiduciary, and Investment Departments. He was a Director of both SG Hambros Bank & Trust (Bahamas) and SG Hambros’s Canadian trust company. James worked for Coutts (Bahamas) before its purchase by SG Hambros. In recognition of his extensive trust and fiduciary experience, he was invited to join the Bahamian chapter of STEP in 2005 and is a founding member of STEP in South America.
James holds an MBA from Cranfield School of Management which included an exchange with ESADE in Barcelona, Spain. He is also a Fellow of the Family Firm Institute (FFI) and holds an FFI Advanced Certificate in Family Wealth Advising. A British and Bahamian national who has lived in The Bahamas, The UK, Uruguay and South East Asia, he speaks English and Spanish and lives with his family in Toronto, Canada.
Educated at Repton and York University, David was admitted as a UK Solicitor in 1989, and as an attorney in the Turks and Caicos in 1990. David practiced law internationally based in London from 1992 to 2014, and is a very experienced disputes lawyer, and adviser to a number of international high net worth families. David was Head of Commercial Litigation and then Managing Partner and CEO of a Top 30 international law firm based in London before returning to the Turks and Caicos in 2015.
David is active as a trustee in a number of contentious trust matters around the region and is recognized in the 2021 Chambers Wealth Guide for his work in contentious and non-contentious trust matters.
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