Grow Wealth Tax-Free
Through Bermuda Trust Structures
S&P 500 and Nasdaq-linked returns. Zero estate tax. Full creditor protection. For families managing $30M+.
The Problem
Building Wealth Is Hard.
Keeping It Is Harder.
Most domestic advisors don't have access to the Bermuda structures that protect and grow generational wealth.
Estate Tax Rate
Without proper structuring, up to 40% of your estate goes to taxes before your family sees a dollar.
Wealth Gone by Gen 3
Seven out of ten families lose their wealth by the third generation. The cause? Inadequate structuring.
Exemption Dropping
The $13.6M estate exemption is set to halve. For significant estates, that means millions more in exposure.
The Solution
The Offshore
Advantage
Bermuda-governed trust architecture backed by 130+ years of institutional carrier strength. Trusted by families across 19 countries.
Bermuda Master Trust
Your wealth held in a legally distinct Bermuda trust. Multiple sub-trusts, one master structure. Administered by Ocorian, a global trustee.
Tax-Free Jurisdiction
Index-Linked Growth
Cash value linked to the S&P 500 (~10% annual) and Nasdaq (~12%+ annual). Broad market growth without direct stock ownership.
~10% Historical Returns
Asset Protection
Sub-trusts create legal barriers shielding investments from creditors and litigation. Automatic, permanent protection.
Full Creditor Shield
Tax-Free Wealth Transfer
Structured for maximum tax efficiency under Bermuda law. Wealth flows to beneficiaries across generations intact.
$0 Estate Tax
How It Works
Four Steps to
Protection
Estate Analysis
We analyze your complete estate, tax exposure, and generational goals in a confidential session.
Custom Architecture
Our actuaries design a bespoke Bermuda trust structure tailored to your specific situation.
Implementation
We coordinate with institutional carriers, Ocorian trustees, and your legal counsel to establish the trust with precision.
Ongoing Growth
Your portfolio grows tax-free, with quarterly reviews and adjustment as needed.
Free. Confidential. No obligation.
Results
Real Outcomes for
Real Families
Anonymized for confidentiality. Representative of actual engagements.
$85M Estate
Challenge
Facing $34M in estate taxes with a complex stock options portfolio and no succession plan.
Solution
Bermuda Master Trust with S&P 500-linked growth, eliminating estate tax exposure entirely.
$200M+ Estate
Challenge
Multi-property empire spanning 4 states with $80M+ in projected estate tax liability.
Solution
Custom trust architecture with Nasdaq-linked returns and full asset protection.
Trust
Trusted by
Distinguished Families
“The Bermuda structure eliminated our entire estate tax exposure. In 18 months, the trust has already grown by 14%.”
Assets Under Advisement
Families Served
Years Combined Experience
Insurer Financial Rating
“After our $200M exit, Peregrine was the only firm that truly understood the complexity of our situation.”
“The level of discretion and sophistication is unmatched in the industry.”
FAQ
Common
Questions
Every Month You Wait
Costs You Money
The estate tax exemption is shrinking. Markets are compounding for those already protected. Your window for optimal structuring narrows every quarter.
Limited new relationships each quarter. Complimentary. Confidential. By invitation.