Our Advantages

Experience: We are experienced wealth advisors with years of combined expertise at top private banks, wealth managers and fiduciary services firms in meeting the needs of families from the simple to the complex. 

Clients always come first: We are focused on you, and we are always available. We ensure our teams are well resourced and we are careful to ensure that our growth does not negatively impact the time we take with each client. 

Service: We strive to provide a high level of personal service. We combine global expertise with the personalized service only a boutique firm can provide.

Independence:  We are not tied to any one bank, institution or third-party advisor. We find the best solutions for our clients. We work for you.

Long-term approach: At Clairmont Trust, we understand the value of long-term relationships.  We do not make decisions based on short-term profits. Our goal is to be your trusted advisor for the next generation and beyond.

Comprehensive Advice: We provide a comprehensive approach to wealth preservation and long-term capital growth. For us, wealth advice means considering fiduciary structures, operating businesses and investment assets and understanding how they fit into a family’s current and long-term goals.

Expertise in Asset Classes: We are more than administrators. We believe in more than keeping your existing structures up to date. We understand and can advise across the broad spectrum of interests such structures can hold, including operating businesses, private equity and venture capital, investment portfolios, real estate, art, and other collectibles, yachts, and aircraft.

Scroll to Top