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Hamilton Reserve Bank deal

The most important aspect of wealth planning is to ensure your family’s future is prosperous and secure.

Hamilton Reserve Bank wealth planning experts advise our worldwide clientele on international estate planning, tax planning, business succession planning, and philanthropic planning. Our Bank experts advise high net worth clients with their unique wealth transfer issues such as dynastic and legacy planning, management, and control of assets, as well as ensuring asset liquidity in a global tax compliant and efficient manner.

Learn more about the St. Kitts & Nevis Citizenship by Investment program (CBI), and Hamilton Reserve Bank’s extensive experience serving new citizenship applicants as the largest CBI escrow agent bank in the country (90+% market share).

Bank Trust, Escrow & Wealth

Business Succession

Corporate reorganizations to effectuate transfers of business interests into trusts for your family

Wealth Transfer

Develop a plan to efficiently transfer wealth to your heirs and favorite charities, protect your family and business, grow your assets, and minimize taxes

Philanthropic

Support charities you believe in, promote family values and social responsibility, and leverage the tax-deductible benefits of charitable gifts

Executive Benefit

Reduce risk, create liquidity, and defer taxes with concentrated corporate stock

Insurance

Structured insurance plans to avoid costly estate tax liabilities, while maintaining coverage

Trust Protection

Identify, advise and implement the appropriate trust vehicles to accomplish your goals

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