Wealth Planning

Through our subsidiaries we offer corporate services, management, accounting, tax and wealth planning, and escrow and fiduciary services to individual clients around the globe.

Accounting Services

Our firm provides a full range of cost effective accounting services such as:

  • General ledger & financial statement preparation;
  • Bookkeeping;
  • Accounting system setup for new businesses;
  • Business tax return preparation;
  • Personal financial statements, among other services.
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Providing you top of the line services

Meaningful, well-organized financial records ensure that your affairs will run more efficiently. We are committed to providing you top of the line services adapted to international standards and best practices in the industry in a timely and accurate manner.

Corporate Services

Through our subsidiaries we offer corporate services, management, accounting, tax and wealth planning, and escrow and fiduciary services to individual clients around the globe.

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We adapt to your requirements and challenges

We specialize in the provision of corporate services, registered offices and/or agents’ services and corporate solutions in general in Barbados and other jurisdictions.

Trust Services

We ensure that your international trust or any other fiduciary structure is efficiently and prudently implemented and administered in accordance with the independent advice received and in line with your wishes. The more common uses of trust structures are:

  • Avoiding Probate in your country and other countries where assets may be located;
  • Asset protection against unknown future creditors;
  • Organized distribution of family wealth;
  • Tax mitigation;
  • Mitigate forced heirship rules;
  • Safety, confidentiality and peace of mind

Blue Financial Group is a responsible and qualified trustee of many types of fiduciary structures, providing a comprehensive yet tailored solution for our clients. For more information regarding our subsidiaries and our Corporate Services & Wealth Planning solutions, go to: www.thebluefinancialgroup.com.

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Reaching higher financial objectives

A properly established trust structure could result in a more tax efficient solution which can have a major impact on you reaching higher financial objectives and sooner. For more information get in touch with one of our relationship managers.

Join Us

Join our privileged group of satisfied customers and gain access to our other products and services and to our network of professionals. Tell us how can we help you today and one of our relationship managers will gladly assist you.

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