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Private Clients

We are one of the leading providers of private client solutions in the region offering a powerful combination of highly integrated regional and global capabilities, detailed local market knowledge, technical excellence and hands-on, senior practitioner-led personal service.

Man Watch
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The collaboration between the teams in the US, Caribbean and across Latin America has been vital for their success, and the ability to work as a team across multiple jurisdictions is impressive.

Family Wealth Report Awards, Miami, Latin America & Caribbean, 2024

Trident Trust really understands its clients’ needs by the quality of their people and the professional acumen they provide to their clients, their high touch and personal driven service model, and the range of jurisdictions and structures they can service.

Family Wealth Report Awards, Miami, Latin America & Caribbean, 2024

They are strong on the private trusts front. They are a good and well-known name in the market.

Chambers & Partners High Net Worth Guide, 2023

I hope that they will continue to be successful, they have a good team and are great to work with.

Chambers & Partners High Net Worth Guide, 2021

They would be my number one choice for an international family and also number one for a client who needed a trust company that was very responsive and flexible.

Chambers & Partners High Net Worth Guide, 2019

Our Services

Private clients are at the core of our business.  Since our founding in 1978 we have worked with high net worth families, family offices and professional advisors to preserve wealth from generation to generation, assist in orderly succession planning, and guard against political and economic uncertainty.

North America

Ranked as one of the leading trust companies in South Dakota, our team in Sioux Falls provides a wide range of fiduciary and corporate services to professional advisors and their clients, both international and U.S. based. Our services include the administration of directed, delegated and discretionary trusts, as well as U.S and international companies.

South Dakota is frequently ranked the number one trust jurisdiction in the United States. It is recognised for its modern trust laws, which include powerful privacy and asset protection provisions and the ability to establish dynastic trusts for multi-generational planning, as well as directed trusts where the trustee takes ‘directions’ from an advisor or committee in relation to trust fund investments and/or distributions. 

Caribbean

Our extensive footprint in the Caribbean, spanning key private client structuring jurisdictions that are internationally respected for their proven legal and regulatory frameworks and efficient, reliable court systems, provides a a comprehensive range of solutions to help high net worth families achieve their asset protection and succession planning goals.

Whether the formation of an offshore company to hold overseas assets, the establishment of innovative and cost-effective short form trust vehicles available in several jurisdictions, or the creation of a private trust company to manage a family's multiple trust structures, our seasoned Caribbean team has a long history of working with private clients and their advisors to reliably and efficiently implement the solutions they require.

Latin America

Our dedicated Latin America team works closely with professional advisors to assist in the implementation of global investment and wealth structuring solutions for high net worth individuals and family offices.  We operate on-the-ground liaison teams in Brazil, Panama and Uruguay, with Portuguese and Spanish speaking personnel spread widely across our business. 

Serving clients from the region for more than 30 years, we have extensive practical experience of implementing solutions across our global footprint, whether in the Caribbean, USA & Canada, New Zealand, Switzerland and beyond.  In addition to the establishment of companies, trusts and foundations, we also regularly assist clients either relocating entirely, or obtaining residency elsewhere.

 

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Private clients are at the core of our business.  Since our founding in 1978 we have worked with high net worth families, family offices and professional advisors to preserve wealth from generation to generation, assist in orderly succession planning, and guard against political and economic uncertainty.