For a better experience on Royal Fidelity, update your browser

Trusts & Estate

"Estate and Trust Solutions that provide peace of mind for you and your family"

As a premier Trust Company in Barbados and The Bahamas, our estate and trust professionals can provide personalized solutions that will help you preserve the wealth you have worked so hard to accumulate and transfer that wealth to future generations. Our goal is simple - we endeavor to make the estate settlement process as easy as possible for those friends and loved ones left behind. We achieve this through our years of experience as well as through a healthy balance of empathy and professionalism.

Royal Fidelity’s Estate & Trust Solutions:

  • Executorship services
  • Estate settlement
  • Trustee services
  • Inter-vivos and testamentary trust solutions
  • Investment administration
  • Security plus investment solutions

 

Click here to learn more about our Trust & Estate Services

Downloads

Trusts

When you establish a living trust, assets are transfered into the Trust by the Settlor/Grantor and immediately fall under the control of the Trustees for the benefit of your beneficiaries.

Estate Planning

Your estate plan forms the blueprint for the legacy you want to pass onto your heirs. Developing an estate plan is one of the most important financial decisions you will make in your life.

Executorship Services

This legal document allows you to make decisions on who will administer your estate and distribute your assets at the date of death.

Trustee Services

In addition to the aforementioned services, we can provide access to all aspects of comprehensive wealth management, including pension, corporate financing, mutual funds, investment management and brokerage services.

Investment Management

At Royal Fidelity we take our time to familiarize ourselves with your personal and financial situation. Our primary objective is to build your capital over the long-term by providing a strategic and customized solution.

Things To Think About

The professionalism, knowledge and expertise of an Estate and Trust professional can provide invaluable support.

Contact

Jodi Webb

Trust & Estates Administrator

Danielle Albury

Trust & Estates Manager, Corporate Secretary

Not sure where to start? One of our experts can help you!

  • Make An Appointment
  • Schedule A Call
  • Give Us A Call At (242) 603-6000

Request A Free Consultation For Trusts & Estate

Please fill the form and we will contact you soon
* Denotes Required Inputs
  • AML Foods Limited AML  + 3.55
  • Arawak Port Development Ltd APD  + 17.43
  • Bahamas Property Fund BPF  + 6.00
  • Bahamas Waste BWL  + 6.68
  • Bank of Bahamas BOB  + 2.10
  • Benchmark BBL  + 1.62
  • Cable Bahamas CAB  + 3.00
  • Colina Holdings Class Preference CHLA  + 1.00
  • Colina Holdings Ltd. CHL  + 6.00
  • Commonwealth Bank Ltd. CBL  + 4.07
  • Commonwealth Brewery CBB  + 6.01
  • Consolidated Water BDR CWCB  + 3.28
  • Doctors Hospital DHS  + 4.90
  • Emera EMAB  + 9.65
  • Famguard FAM  + 8.15
  • Fidelity Bank FBB  + 14.15
  • Fidelity Bank Series A Redeemable Preference FBBA  + 10.00
  • Finco FIN  + 8.97
  • FirstCaribbean CIB  + 11.26
  • Focol FCL  + 4.23
  • Focol Class B Perpetual Preference FCLB  + 1.00
  • J S Johnson JSJ  + 15.21
  • Prime Income Fund MF  + 7.00
  • RF International Alternative Strategies Fund MF  + 10.52
  • RF International Equities Sub Fund MF  + 11.43
  • RF International High Yield Fund MF  + 12.58
  • Secure Balanced Fund MF  + 10.07
  • Targeted Equity Fund MF  + 8.31

Royal Fidelity Live Chat

_ +

Royal Fidelity Live Chat