Bermuda · Global Families · Private Capital · Long-Term Stewardship
Family Office Association Bermuda

Where global families connect with Bermuda.

An independent platform bringing together family offices, private capital, trusted advisers and Bermuda's international business ecosystem — creating access, relationships and opportunity across generations.

A high-trust platform for families deciding where to live, invest, structure, build and preserve wealth for generations.
Our purpose

Building Bermuda's family-office ecosystem.

Family Office Association Bermuda is designed to make Bermuda easier to understand, easier to access and more valuable to international families and family offices.

We convene principals, single- and multi-family offices, private investors, professional advisers, institutions and policymakers around one objective: to deepen Bermuda's role as a trusted home for private capital, long-term stewardship and international families.

The Association is relationship-led rather than transactional. Participation is curated to protect confidentiality, relevance and the quality of the network.

Why Bermuda

A sophisticated jurisdiction built around global business.

Bermuda combines a mature private-wealth and international-business ecosystem with established trust, corporate, insurance and investment expertise, alongside pathways for qualifying investors and families to establish a deeper presence on the island. For internationally mobile families, Bermuda can also serve as a strategic base from which to access and coordinate assets, investments and business interests across multiple jurisdictions.

Private Wealth

Trust, private trust company, corporate, fund and succession-planning expertise supported by experienced professional advisers.

International Business

A globally connected centre with deep expertise across insurance, reinsurance, asset management, financial services and technology.

Investment & Residency

Established government pathways support qualifying economic investment and residence in Bermuda, subject to current eligibility requirements.

Access & Connectivity

A compact jurisdiction in which families can build direct relationships with advisers, institutions, business leaders and decision-makers.

GlobalInternational business ecosystem
PrivateRelationship-led community
ConnectedFamilies, advisers & capital
Long-termGenerational stewardship
Establish · Invest · Connect

A clear pathway into Bermuda.

The Association can act as a first point of orientation — helping families identify the right specialists and institutions for their particular objectives.

01

Explore

Understand Bermuda's private-wealth, business, investment and lifestyle proposition through a confidential introductory conversation.

02

Structure

Connect with appropriate legal, tax, fiduciary, banking and corporate specialists for independent professional advice.

03

Establish

Navigate relevant business formation, family-office, investment and residence processes with experienced Bermuda providers.

04

Participate

Build relationships across Bermuda through the Association's private network, investment forums, events and strategic introductions.

The Association does not provide legal, tax, immigration or investment advice. Eligibility and regulatory requirements should always be confirmed with the relevant Bermuda authorities and appropriately qualified advisers.

Membership

Membership built around access and relevance.

A curated community rather than a mass-membership organisation.

Family Office

Family & Principal Members

For family principals, single-family offices, multi-family offices, next-generation family members and private investment vehicles.

Advisory

Professional Members

For selected legal, fiduciary, banking, investment, insurance, tax and specialist advisers serving international families.

Institutional

Strategic Partners

For organisations supporting Bermuda's long-term development as a global centre for family offices and private capital.

Private Introductions

Curated connections to relevant family offices, advisers, institutions and potential investment partners.

Member Forums

Small-format dinners, roundtables and peer exchanges designed for candid, high-quality discussion.

Bermuda Access

Orientation across the jurisdiction and introductions into Bermuda's professional and business ecosystem.

Global Network

International family-office engagement, delegations, collaborations and cross-border opportunities.

Leadership & governance

Independent leadership. Cross-industry perspective.

The Association is being built with a board and advisory network drawn from family offices, international business, finance, professional services and Bermuda's wider economic ecosystem.

Governance is intended to protect the Association's independence, confidentiality and long-term mission.

Vanessa StottFounder · Family Office Association Bermuda

Vanessa Stott is an international board director, strategic adviser and former C-suite risk and regulatory executive with more than two decades of leadership experience across insurance, reinsurance, banking, asset management, payments and digital assets.

Her career has been distinguished by senior appointments in highly regulated international businesses and extensive engagement with boards, executive teams and regulators across Bermuda, the United Kingdom, Europe and the United States. Her board and advisory credentials have been subject to approval, review or regulatory scrutiny by the U.S. Securities and Exchange Commission (SEC), AM Best, the Bermuda Monetary Authority (BMA), the UK Financial Conduct Authority (FCA), the Cayman Islands Monetary Authority (CIMA) and other regulatory authorities and jurisdictions.

Vanessa brings particular expertise in corporate governance, enterprise risk, regulatory strategy, capital and solvency, investment oversight, business transformation and the development of regulated financial-services businesses. She has served in board and committee roles spanning risk, audit, investment, asset-liability management and underwriting, combining independent oversight with substantial executive and commercial experience.

As Founder of Family Office Association Bermuda, Vanessa is bringing together global families, family offices, private capital, professional advisers and Bermuda's international business community. Her ambition is to strengthen Bermuda's position as a leading, trusted and internationally connected jurisdiction for family offices, investment and multigenerational wealth, while creating a credible bridge between private capital, industry and the jurisdiction's wider economic ecosystem.

Founder
Randall KrebsFounding Board Member · Family Office Association Bermuda

Randall Krebs is a Founding Board Member of Family Office Association Bermuda and a highly experienced Bermuda private-client lawyer and family-office adviser, with more than 35 years of legal experience advising international families, trustees, private clients and wealth structures.

He is a Director and Legal Counsel with the Harbour Group of Companies, whose fiduciary businesses provide multi-family-office, trust and company administration, fund administration and insurance-company administration services. His career in Bermuda has also included senior private-client and fiduciary roles, including Head of Private Client at Appleby Bermuda and General Counsel of Meritus Trust.

Randall brings deep expertise in family-office structuring, trusts and fiduciary matters, family governance and succession, philanthropy, private trust companies and the administration and preservation of multigenerational wealth.

Importantly for the Association, Randall has been actively engaged in the development of Bermuda's family-office proposition for many years. His work has included detailed consideration of Bermuda's proposed Family Office Act and the regulatory and structural framework required to support international family offices — encompassing investment management, family investment funds, fiduciary structures, captive insurance, immigration, philanthropy and trust governance.

His longstanding involvement in Bermuda's private-client sector gives the Association both technical depth and an established understanding of the practical requirements of international families seeking to structure, manage and preserve wealth across generations.

As a Founding Board Member of Family Office Association Bermuda, Randall works alongside Founder Vanessa Stott and the wider Board to develop a trusted bridge between global families, private capital and Bermuda's financial, fiduciary, legal and professional-services community.

Board
Marquis CainesBoard Member · Family Office Association Bermuda

Marquis Caines is a business development and investment professional with particular expertise in private wealth, asset management, international investment and Bermuda's economic development.

Marquis currently serves as Business Development Manager at the Bermuda Business Development Agency (BDA), where his work includes supporting Bermuda's international positioning and business development across private wealth and asset management. He works with investors, businesses, professional advisers and industry stakeholders seeking to establish, expand or deepen their presence in Bermuda.

His experience combines economic development with an entrepreneurial and investment perspective. His professional development includes the Newton Venture Program at London Business School, focused on venture capital and the investment ecosystem, alongside wider experience in investment, portfolio development and initiatives designed to broaden participation in entrepreneurship and innovation.

As a Board Member of Family Office Association Bermuda, Marquis brings private-wealth market development, investment connectivity and direct knowledge of Bermuda's international business proposition. Working alongside Founder Vanessa Stott, Founding Board Member Randall Krebs and the wider Board, he supports the Association's objective of building a stronger bridge between global families, private capital, professional advisers and Bermuda.

Board
Further appointmentsAdditional board and advisory appointments will be announced as the Association develops.
In formation
Founding partner ecosystem

Working across Bermuda's private-wealth infrastructure.

Founding and strategic partnerships are being developed across key sectors. Organisations are only presented as confirmed partners once formally agreed.

Banking
Legal
Fiduciary & Trust
Investment
Insurance & Reinsurance
Strategic partnership & sponsorship

Partner with the platform shaping Bermuda's family-office community.

Partnership is designed for organisations that want meaningful engagement with private wealth — not simply logo visibility.

Founding Partner

Shape the platform

For a limited group of organisations closely aligned with the Association's launch and long-term development.

  • Founding-partner recognition
  • Senior-level programme involvement
  • Private roundtable participation
  • Thought-leadership opportunities
  • Priority access to Association initiatives
Strategic Partner

Lead a key theme

For institutions contributing expertise, content, connectivity and market development in a defined area.

  • Strategic-partner recognition
  • Curated member engagement
  • Relevant event participation
  • Content and insight collaboration
  • International delegation opportunities
Programme Partner

Support key initiatives

For organisations supporting selected events, next-generation programmes, research or international engagement.

  • Programme association
  • Selected event access
  • Targeted visibility
  • Member-facing collaboration
  • Association network engagement
Events & engagement

Private conversations. Serious relationships.

The programme is intentionally selective: fewer events, higher relevance.

Family Office RoundtablesClosed-door peer conversations around investment, governance, succession and jurisdictional issues.
Private DinnersSmall-format gatherings bringing family principals together with carefully selected leaders and experts.
Investment ForumsCurated access to investment themes, private-market opportunities and Bermuda-connected capital.
Next GenerationProgramming for emerging family leaders focused on stewardship, entrepreneurship, impact and governance.
International DelegationsConnecting Bermuda with family-office centres and private-capital communities globally.
Join the Association

Connect with Bermuda's emerging family-office community.

For family-office membership, founding partnerships, sponsorship, international collaboration or a confidential introduction to Bermuda, contact the Association.