INTRODUCTION
A Palette from which the Investor can Paint His Own
Picture
The Bahamas hosts the sixth-largest branch of the Society of
Trust and Estate Practitioners (STEP) in the world and is home to a
range of professional investment-management services of the kind
that one can find in New York, London and/or Hong Kong. In this,
the first mini-report in the year's series, we look at the
difference between wealth management and wealth planning, the
latter being essential to any high-net-worth (HNW) family that
wants to beat the odds and preserve its wealth into the third
generation.
As we do so, we unpack the "Bahamas Toolkit," the
comprehensive range of private wealth-management options to be
found in the jurisdiction.
