Because we are a Private Trustee Company, our emphasis is always on the protection of our
clients and the level of service provided to them. Unlike a public trustee company, we do not
dilute our efforts with expensive and time consuming advertising campaigns. We do not retain
marketing staff to go into the public marketplace and solicit for new clients to come to the
firm. We have been fortunate that our clientele has grown year by year based largely upon the
referrals of other clients and well respected legal and financial professionals located both
in the tax-haven jurisdictions and in the "domestic countries" such as the U.S., Canada and
European Union members.
Another characteristic that distinguishes us from other trustee companies is that we do not
seek to obtain and then manage your investments from a discretionary perspective. Many public
trustee companies are affiliated with private banks, brokerage houses or other professional
entities that actually own the stock in the trustee company. The trustee company is used as a
marketing arm to gather investment capital that is then funneled into funds and other investment
schemes promoted by the corporate parents. We do not do that. We believe that such an
arrangement is an inherent and unavoidable conflict of interest.
If our clients desire to have part (or all) of the funds under management, invested in a
brokerage securities account, Prudential will be pleased to open the account with the brokerage
firm of the client's choice. We will ensure total privacy and confidentiality in the financial
reporting and further arrange to secure the maximum tax advantage for the client. We will not
make investment decisions on behalf of the client. We will not divert a penny of a client's
funds in to investment vehicles preferred by the Company. Upon request we can expose our clients
to various opportunities available in various tax-haven jurisdictions, and in rare cases, in
domestic markets. The decisions of whether to invest, how much to invest, where to invest and
when to invest remains entirely with the client.
We communicate with our clients almost exclusively by secure email. We document every
transaction. We ensure that records that might otherwise be troubling or damaging to the
client are entirely unavailable to subpoena power from the United States or Canada. We work
closely with Bahamas legal teams as well as with law firms licensed to practice in the United
States. Our accounting practices are the equivalent of those in place at Big Five accounting
firms such as Deloitte & Touche or Pricewaterhouse, Coopers. The principal difference is that
we do not have an office or a branch located within the jurisdictional limits of the U.S. or
Canada.