Corvalier Trust Company Limited

Clairmont Trust was founded in 2014, by 4 Partners, in response to the demands of their clients who wanted independence, a commitment to high standards of service, and a long-term trusted advisor working for them. The firm is an owner-managed business that delivers truly independent advice and service to its clients. Trust and Commitment lies at the core of what they do. They are defined by integrity, an open architecture platform and “complete picture” thinking. They take pride in delivering creative solutions, taking responsibility for the results and accepting the challenges that come along with providing exceptional service.

Team

Managing Partners: Miles Evans, James Hoar, James F. Stewart, John H. Jephson

Number of partners: 4

Number of other fee-earners: 2

International Offices: Nassau, Bahamas. Wyoming, United States. Geneva, Switzerland

Team: made of over 30 professionals, all dedicated to client service, including:

4 Partners (former Senior Managers and Directors of International Banks and Financial Services entities)

3 Senior Managers

11 Trust Officers and Senior Trust Officers(including Native Spanish & Portuguese Speakers)

3 Senior Wealth Planners (Spanish and Colombian Lawyers with LLM in Taxes)

3 Senior AML & Compliance Professionals (US CPA; former Head of Internal Risk & Compliance)

1 Head of Client Accounting (Major Accounting Firm)

5 Accountants (CPAs, dedicated to clients needs)

Partner Bios

Miles Evans 

ACIB, BSc (Hons), MSI 

Miles Evans is the CEO and founding Partner of Clairmont. He brings a wealth of experience in Trust and Wealth Management, spanning over 26 years with expertise in managing complex trust and company structures involving illiquid assets and operating businesses for international families. At Clairmont, Miles plays a pivotal role in preserving and growing the wealth of families through strategic structuring and management.

James Hoar  

LLB, MBA, TEP  

James Hoar is a founding Partner at Clairmont and has been advising international families on how to optimize complex planning and investment opportunities for over 30 years. James serves ultra-high net worth, multi-jurisdictional families, almost all of whom have a cross-border US relationships. Throughout his career, James has demonstrated his commitment to excellence and has lived and worked in The Bahamas, the UK, Uruguay, and Southeast Asia. James currently resides in Toronto, Canada, with his wife of nearly 30 years and grown-up daughters.

James F. Stewart  

MSc, MBA, TEP  

James Stewart, widely known as Jimmy, is a founding Partner at Clairmont, leveraging his expertise to advise ultra-high net worth family groups in Latin America on investment and wealth structuring solutions. James has served as a director of the Family Firm Institute and various privately held companies in Latin America. Fluent in English, Spanish, and Portuguese, James is based in Miami with his wife and two children.

John H. Jephson  

MBA  

John Jephson is a founding Partner at Clairmont and brings extensive expertise in advising ultra-high net worth families. With fluency in English, French, and Spanish. John's multicultural background and experiences contribute to his ability to effectively cater to the needs of Clairmont’s global clients. He lives in Boston with his wife and two sons.

Main Areas of Practice

Fiduciary Services & Wealth Structuring  

·Expert Trust Administration

·Private Trust Company Services

·Expert Foundation administration

·Proprietary Mutual Fund Services

·Consulting

·Assistance with cross border opportunities

·Corporate Governance

Family  

·Succession and Inheritance planning

·Family Governance

·Family Office Consulting

·Planning, Implementation & Administration

Offices  

Clairmont Trust is agnostic to jurisdictions and service families from three operating centers: Bahamas, where they use their legacy and experience to service offshore jurisdictions and Common Law trusts, The United States, where they service families with US needs and connections since 2017, from Jackson Hole, Wyoming and Switzerland, where they provide full trustee services, relationship management, as well as corporate and other administrative services, from Geneva.

Today, the firm is led by a small team of Partners, each a senior professional with over 25 years prior experience working in some of the world’s top wealth management and fiduciary services firms, including JP Morgan, Bank of America, Royal Bank of Canada, UBS, Société Générale, EFG International and Coutts & Co. The firm has grown steadily, adding offices in other key centres, and deepening its teams of professionals, to support the evolving needs of clients.

Geneva, Switzerland  

Clairmont Trust Company, CTCL Management (Suisse) SA

Rue de la Corraterie 5,

CH - 1204 Geneva

Nassau, Bahamas  

Clairmont Trust Company Limited

Pineapple House # 4, Lyford Cay,

Nassau, Bahamas

Wyoming, United States  

Clairmont Trust Company of Wyoming LLC

140 South Cache Street

Jackson, Wyoming

WY 83001, USA