Top Family Offices in the Bahamas 2026

Key Facts About Family Offices in the Bahamas

• Nassau sits 65 miles off Florida's coast and shares a time zone with New York, Miami, and Toronto. This makes it the primary hub for private wealth activity in the region.
• The Bahamas charges no income tax, no capital gains tax, and no inheritance tax. This framework creates one of the Caribbean's most compelling environments for wealth preservation.
• Families can structure offices through trusts, Private Trust Companies (PTCs), foundations, and Bahamas Executive Entities (BEEs). Regulated fund vehicles include SMART Funds and ICON condominiums.
• Both single family office (SFO) and multi-family office (MFO) models operate here. Fiduciary firms like Butterfield Trust, Pictet Bank & Trust, and Deltec Bank & Trust run MFO platforms, while Holdun Family Office operates as a dedicated SFO.
• The jurisdiction attracts ultra-high-net-worth (UHNW) families from Latin America, Europe, the Middle East, North America, and Asia. Multi-jurisdictional structuring pairs Bahamas entities with Cayman, BVI, and Luxembourg vehicles.
• The Bahamas government designated private wealth firms as a key growth area. JTC Group opened a Nassau office in 2022 and acquired Citi Trust in 2024.
• Two regulators divide responsibility: the Securities Commission of The Bahamas (securities and FCSP licensing) and the Central Bank of The Bahamas (banks and trust companies).

Nassau's Private Wealth Landscape

The Bahamas has built its reputation as a Caribbean wealth hub on 280 years of uninterrupted parliamentary democracy, English common law, and complete tax neutrality. Over 6,000 financial professionals work in the local market. Families gain deep trust, banking, and advisory expertise without relying on imported talent.

Nassau's Albany Financial Center has become a key address for private wealth firms seeking both operational substance and lifestyle appeal. Dedicated SFOs include Holdun Family Office and Davis Family Office. MFO platforms run by Pictet, Deltec, and Butterfield serve multiple families, while specialist firms like Oak Group, JTC Group, Sovereign Advisors, and Martins Advisory provide advisory and fiduciary services.

This mix lets families scale from a single trust to a fully staffed, multi-structure operation. Structural options range from PTCs and BEEs to Professional Funds and ICON condominiums, all under regulatory frameworks designed to balance flexibility with compliance.

Growth signals are concrete. JTC Group entered the Bahamas in 2022 and expanded by acquiring Citi Trust in 2024. Oak Group is scaling under Opera's five-year Project Overture strategy. Builders Vision, a US-based SFO, deployed over $92 million in the jurisdiction through marine conservation finance and ocean grants since 2022.

These moves reflect capital flow from Eastern US, Canadian, Latin American, and European wealth into Bahamas structures.

Wealth Firm Comparison at a Glance

The table below compares leading private wealth offices in the Bahamas by type, focus, and core services. Only Pictet has a confirmed assets under management (AUM) figure at the group level. All other offices keep their figures private.

Family Office	Type	AUM Estimate	Investment Focus	Key Services	Location
Pictet Bank & Trust	MFO / Private Bank	$348B (group-wide)	Wealth management, family advisory	Wealth preservation, credit, estate planning, consolidated reporting	Nassau
Butterfield Trust	MFO / Fiduciary	Undisclosed	Trust and fiduciary solutions	Wealth structuring, charitable giving, luxury assets, corporate services	Nassau
Deltec Bank & Trust	MFO / Private Bank	Undisclosed	Trusts, alternatives, crypto	Estate planning, alternative allocations, crypto advisory, insurance	Nassau
Holdun Family Office	SFO	Undisclosed	Tailored wealth management	Financial planning, wealth management	Nassau (Albany)
Oak Group	Fiduciary / SFO Advisory	Undisclosed	SFO design, wealth succession	Trust admin, family oversight, succession planning	Nassau
JTC Group	Fiduciary / Corporate	Undisclosed	Entity formation, private client	PTC, IBC, foundation, BEE formation; yacht/aircraft services	Nassau
Sovereign Advisors	Advisory / FCSP	Undisclosed	Cross-border structuring	FO creation, funds, immigration, real estate, compliance	Nassau
Martins Advisory	Advisory / Fiduciary	Undisclosed	Administration, compliance	FO structuring, regulatory audits, CDD management	Bahamas
IPG Family Office	Advisory	Undisclosed	Estate and inheritance planning	Bespoke estate planning, multi-jurisdictional structuring	Nassau
Builders Vision	SFO	Undisclosed	Impact investing, ocean conservation	Grants, co-guarantees, conservation finance	US-based, Bahamas active
Trident Trust	Fiduciary / Corporate	Undisclosed	Governance, succession	Wealth structures, private fund formation, relocation	Bahamas
Davis Family Office	SFO	Undisclosed	Real estate	Property leasing, management, co-working spaces	Nassau

Pictet stands apart as the only office with a confirmed global platform exceeding $348 billion in managed assets. Among locally focused firms, Butterfield and Deltec offer the broadest MFO service menus. Oak Group and Sovereign Advisors lead in advisory-driven SFO design and cross-border structuring.

Top Picks by Strategy

• Largest Global Platform: Pictet Bank & Trust holds $348 billion in group-wide AUM. Its Nassau trust operation provides institutional-grade capital deployment, credit, and consolidated reporting for families seeking private banking depth.
• Best for Impact Investing: Builders Vision deployed a $70 million co-guarantee for the Bahamas Debt Conversion Project. The firm also funded over $22.5 million in ocean-related grants since 2022, pioneering conservation finance in the Caribbean.
• Strongest SFO Design Capability: Oak Group's team, led by Managing Director Katie Booth, builds bespoke single-family offices with oversight frameworks tailored to multigenerational wealth.
• Top MFO Fiduciary Platform: Butterfield Trust covers charitable giving, luxury and complex assets, and corporate services alongside traditional trust administration, making it Nassau's widest-ranging fiduciary MFO.
• Most Forward-Looking: Deltec Bank & Trust combines 75 years of traditional banking with cryptocurrency advisory and alternative allocation access. This appeals to families balancing heritage wealth with digital assets.
• Widest Service Range: Sovereign Advisors bundles wealth platform creation, funds, immigration, real estate, yacht registry, and anti-money laundering compliance under a single FCSP-licensed engagement.
• Real Estate Specialist: Davis Family Office manages 58 commercial, 36 residential, and 17 co-working properties in Nassau, offering direct real estate exposure through a dedicated SFO.

Leading Wealth Firms: Detailed Profiles

Holdun Family Office (Bahamas) Limited

Albany Financial Center gives Holdun proximity to both service providers and the lifestyle amenities that attract relocating families. The firm operates as a dedicated SFO focused on tailored wealth management in Nassau. Holdun delivers bespoke financial planning for families who want a fully private operation rather than sharing a platform with other clients.

Families seeking a Nassau-based vehicle with no institutional conflicts will find this independent structure well suited to that goal.

Butterfield Trust (Bahamas)

Few MFO platforms in the Caribbean match the breadth of Butterfield's service menu. Craig Barley (Head of Caribbean) and Managing Director Deidree Bain-Toote lead the regional operation. Services span wealth structuring, charitable giving, impact investing, luxury asset management, and corporate solutions.

Butterfield's deep Caribbean presence pairs local knowledge with international fiduciary standards. The office handles everything from trust administration to managing yachts and art collections. For families who want a single fiduciary relationship covering all asset classes, Butterfield offers the most complete option in Nassau.

Pictet Bank & Trust Limited

Pictet operates the largest global platform among Nassau's private wealth firms, with $348 billion in group-wide managed assets. CEO Carlos De la Torre leads the local operation, covering wealth preservation, strategic allocation, estate planning, credit facilities, and consolidated reporting.

The firm won the Financial Times' Best Private Bank in Europe and Switzerland award for the 13th consecutive year in 2024. Families needing institutional-grade capital deployment alongside family advisory can access both through Pictet's Nassau trust office.

Deltec Bank & Trust Limited

Chaired by Jean Chalopin, Deltec blends more than 75 years of Bahamian banking history with a forward-looking stance on digital assets. The firm offers trust establishment, estate planning, alternative allocations, cryptocurrency advisory, captive insurance through its Relm affiliate, and lifestyle management. Both the Central Bank and the Securities Commission regulate Deltec.

Families holding or considering digital asset portfolios alongside traditional wealth will find Deltec's dual capability rare in the Caribbean. The firm bridges heritage trust services and blockchain-native advisory under one roof.

Oak Group (Bahamas)

Managing Director Katie Booth built her career advising UHNW families at Butterfield, where she established the International Private Office in Mayfair. At Oak Group, she leads a six-person Nassau team that designs and runs bespoke single-family offices.

The firm's core strength lies in oversight framework creation, succession planning, and multigenerational asset structuring. Head of Trust Administration Cappucienne Richardson brings over 20 years of experience in Europe, Asia, the Middle East, and the Americas. Oak is expanding under Opera Group's five-year Project Overture plan, which included the Amber acquisition.

Families building an SFO from scratch will find Oak's design-and-operate model the most hands-on option available.

JTC Group (Bahamas)

JTC entered the Bahamas in 2022 and moved aggressively by acquiring Citi Trust in 2024. Deputy Head of Caribbean Naro Zimmerman earned a place in the 2025 Private Client Global Elite Directory. The firm offers Nassau's broadest entity formation menu: PTCs, International Business Companies, foundations, BEEs, plus directorship, accounting, and tax compliance.

JTC also handles yacht, aircraft, and luxury asset services. Its recent growth and global fiduciary scale make it a strong choice for families requiring complex, multi-layered structures with regulated corporate controls.

Sovereign Advisors & Partners Limited

Licensed as a Financial and Corporate Services Provider under the Securities Commission, Sovereign Advisors covers more ground than any other advisory firm in Nassau. The team brings over 20 years of corporate and asset structuring experience. Services span wealth platform creation, funds, PTCs, immigration, real estate, ship and yacht registry, and compliance.

Families relocating to the Bahamas benefit from a single engagement that handles residency permits, property purchases, business licensing, and office setup. Sovereign also operates in the Cayman Islands, enabling cross-border structuring without switching advisors.

Martins Advisory

Compliance-focused families will find Martins Advisory's approach distinct from the broader advisory market. The firm's global team spans the Bahamas, BVI, Canada, Luxembourg, and the Cayman Islands. Services focus on private wealth structuring, operational management, and regulatory compliance.

Martins handles customer due diligence documentation, internal process audits, and remediation plans. The firm also offers outsourced administration, reducing operational costs while maintaining regulatory standards. Three decades of experience give Martins deep familiarity with evolving anti-money laundering rules in multiple jurisdictions.

Builders Vision

Lukas Walton's SFO made history as the first private wealth office to co-finance a nature bond. Builders Vision provided a $70 million co-guarantee for the Bahamas Debt Conversion Project for Marine Conservation. Partners included The Nature Conservancy, the Inter-American Development Bank, AXA XL, and Standard Chartered.

The deal refinanced $300 million of Bahamas sovereign debt and should generate $124 million for nature and climate over 15 years. Since 2022, Builders Vision has funded over $22.5 million in ocean-related grants in the Bahamas, covering sustainable fisheries, coral restoration, mangrove restoration, and marine protected area management.

Davis Family Office, Ltd.

Davis Family Office runs a concentrated real estate portfolio: 58 commercial properties, 36 residential units, and 17 co-working spaces in Nassau. The office manages leasing, property maintenance, and tenant relations in-house through a direct investment approach.

For families seeking tangible, income-generating assets in a tax-neutral jurisdiction, Davis shows what a focused real estate strategy looks like through a dedicated SFO vehicle.

Trends Shaping Capital Deployment in Nassau

Conservation Finance and Nature Bonds

Builders Vision's $70 million co-guarantee for the Bahamas Debt Conversion Project created a replicable model for island-nation conservation finance. The deal refinanced $300 million of sovereign debt and should unlock $124 million for marine and climate projects over 15 years. Other wealth managers and institutional investors are watching this structure as a template for debt-for-nature swaps in countries with large marine territories.

Direct Deals and Private Equity

Globally, 69% of wealth firms cite private equity as a key returns driver. In the Bahamas, Professional Funds and SMART Funds give private wealth offices regulated vehicles for direct deal access. Multi-jurisdictional structuring (pairing Bahamas entities with Cayman or Luxembourg vehicles) enables co-investment while maintaining tax efficiency and regulatory compliance.

Cryptocurrency and Digital Assets

Deltec Bank & Trust has positioned itself as an early mover in crypto advisory for Bahamas-based wealth platforms. The jurisdiction's fintech ecosystem is developing alongside its traditional banking sector. Families using Bahamas structures to hold digital asset portfolios benefit from the same confidentiality and asset protection provisions that apply to traditional trusts.

Real Estate and Residency-Linked Allocation

Albany Financial Center serves as both a wealth management hub and a lifestyle destination for relocating families. Davis Family Office's 100-plus property portfolio demonstrates the scale possible through direct real estate allocation in Nassau. Permanent residency pathways (homeowner cards and annual permits) tie property decisions directly to relocation planning for families moving from the US, Canada, or Latin America.

How to Evaluate a Private Wealth Firm

Start with licensing. Any firm offering corporate or asset structuring must hold an FCSP license from the Securities Commission, while trust and banking providers need Central Bank approval. Butterfield, Pictet, and Deltec hold both forms of clearance, which sets a useful benchmark for Bahamas-based firms.

Physical substance matters more here than in some competing jurisdictions. Regulators and international tax authorities expect actual staff, office space, and operational activity. Oak Group's six-person Nassau team and Sovereign Advisors' on-the-ground immigration and real estate services show what genuine substance looks like.

Cross-border coordination is essential for most clients in this market. Families commonly structure through the Cayman Islands, BVI, Canada, and Luxembourg at the same time. Martins Advisory operates teams in five jurisdictions; Sovereign Advisors works in both the Bahamas and Cayman. Ask prospective firms how they coordinate with external advisors and whether they manage FATCA and CRS reporting in-house.

Evaluate family governance design if you are forming a PTC or foundation. Oak Group and Martins Advisory specialize in oversight frameworks, succession structures, and regulatory audits. A PTC lets the family retain board control, but the legal architecture must satisfy both Central Bank requirements and the family's long-term decision-making needs.

Check for conflicts of interest. Bank-affiliated MFOs like Pictet and Deltec offer deep allocation platforms but may favor proprietary products. Independent fiduciaries like IPG Family Office and Oak Group avoid institutional conflicts, though they may lack direct banking capabilities. The right trade-off depends on whether you prioritize investment breadth or advisory independence.

Which Wealth Firm Fits Your Needs?

UHNW families building a bespoke oversight structure should explore Oak Group for SFO design or Martins Advisory for compliance-driven structuring. Both firms focus on creating operational and legal architecture rather than managing assets directly. This model suits families who already have asset managers and need a fiduciary backbone.

Pictet and Butterfield serve families who prefer a single relationship covering portfolio management, trust administration, and estate planning under one roof. Business owners relocating to the Bahamas face a practical challenge: coordinating immigration permits, property purchases, business licensing, and office setup at the same time. Sovereign Advisors handles all of these through one FCSP-licensed engagement.

Families with next-generation members interested in digital assets should consider Deltec's blend of traditional trust services and crypto advisory. Those with charitable giving goals may prefer Butterfield's impact investing capabilities. Institutional allocators needing regulated fund vehicles will find JTC Group's entity formation menu and Pictet's global platform most relevant.

Impact-oriented families can look to Builders Vision's $70 million nature bond co-guarantee as proof that conservation finance works through Bahamas structures. Davis Family Office demonstrates direct real estate allocation for families who want tangible, income-producing assets in a tax-neutral jurisdiction.

Methodology

This guide profiles family offices in the Bahamas based on publicly available data, regulatory filings, and service provider disclosures as of early 2026. We selected offices based on confirmed Bahamas operations, identifiable service offerings, and relevance to UHNW families evaluating the jurisdiction. AUM figures appear only where publicly confirmed; Pictet's $348 billion is a group-wide figure, not Bahamas-specific. Capital deployment data, such as Builders Vision's conservation finance activity, comes from published case studies and partner disclosures. This guide does not constitute financial or legal advice. Use it as a starting point for due diligence with qualified local professionals.