The Maybridge Group is one of the most experienced independent family office, fiduciary and management services firms in Barbados, with a strong network of partners in major business centers internationally.
OUR TECHNOLOGY
HARNESSING TECHNOLOGY TO DELIVER THE BEST INFORMATION IN REAL-TIME
We have partnered with the best technology providers in the financial industry to access and deliver consolidated, real-time reporting for our clients’ global financial assets. The power of these systems is enormous. The aggregation of electronic data from countless sources allows us to customize reporting and provide specific analysis in a real-time environment via our secure online web portal or mobile phone application.
INVESTMENT MANAGEMENT
ACHIEVING CONSISTENT INVESTMENT SUCCESS
The traditional elements of quality investment management are more important today than ever before. Asset allocation, investment selection and risk management are the main contributors to long-term investment performance. Having a well-conceived plan is essential; following it with expertise and discipline is even more important.
MAKING A TANGIBLE DIFFERENCE
Most high net worth investors do not enjoy true institutional pricing for their asset management activities. In today’s world, banking, administrative, brokerage and custodial services are commodities. Great quality can be found and accessed at minimal cost.
At Maybridge, we design our clients’ investment infrastructure to strip away multiple layers of unnecessary and duplicated costs and investment management fees. Decision-making is based on accurate, real-time information and execution is deployed across multiple accounts simultaneously.
Beyond performance enhancement enjoyed through asset management strategy and decisions, we have delivered on average a 0.5% to 2% reduction in net costs to our clients.
Year on year cost savings compounds dramatically over time.
OUR SOLUTIONS
Tax Planning
• Development and maintenance of the most appropriate structure
• Investment management
• Strategies for charities, capital gains, tax law changes
Tax Return Preparation
• Income, gift, foundation, trust, corporation & estate
• Tax projections
• Record keeping responsibility
• Audit representation
Risk Management & Insurance
• Life, property & casualty
• Officer & director liability
Estate Planning
• Analysis of current estate plan
• Trust structuring
• Charitable giving
Discretionary Management
• Evaluation of net worth
• Negotiating loans
• Review venture capital/private equity/private loan deals
• Managing assets
• Portfolio Performance analysis
Accounting Services
• Corporate accounting
• Family and business administration
• Bill payment
• Payroll
Real Estate
• Property tax
• Insurance analysis
• Property management
Personal Services
• Trusteeship
• Concierge
• Appraisal
Other
• Philanthropic services
• Intergenerational wealth planning
• Family governance solutions
E-Commerce
• Website/email hosting
• Server hosting
• Telephone/fax service
Some of our clients take advantage of our one stop, turn-key solutions to help consolidate their business and personal affairs, thus simplifying their lives dramatically. Other clients use us as one component of their corporate or personal estate plan.
We boast of a team of well qualified and experienced professionals providing reliable trust, corporate, investment and advisory expertise to a wide range of international clients. We have experience in a diverse number of industries including:
• Oil & Gas Exploration
• Investments
• Manufacturing
• Mining
• Clinical Research and Development
• International Sales and Marketing
• International Distribution
• Fintech