Trident Trust scores triple win at the inaugural Latin America and Caribbean Family Wealth Report Awards 2024
Trident Trust, a leading independent global provider of corporate, fiduciary and fund services serving the Latin America private client sector for over 35 years, has been selected as a winner in the following categories at the inaugural Latin America and Caribbean Family Wealth Report Awards 2024:
- Trust Company
- International Clients Team
- Spanish - Portuguese Speaking Clients Team
The awards recognise the most innovative firms and dedicated teams serving the family office and trusted advisor communities across the Latin American, Caribbean and US regions.
This is very welcome recognition from industry experts of the strong business our team continues to build and our focus on delivering a first-rate personalised service to our clients. Every member of our team has contributed significantly to earning these accolades and should feel exceptionally proud.
Andy Oliver, Regional Managing Director for Trident Trust’s North America business
We have seen a marked increase in entrants and interest in all our global awards programs, and Family Wealth Report is no exception. Every category winner and highly commended firm has been subjected to rigorous and independent judging process and be rightly proud of the success they have achieved this year. I offer my congratulations and best wishes for the future to all winners and highly commended firms - they are all worthy recipients who join the elite list of wealth management professionals who form the global elite of Miami Family Wealth Report Awards winners.
Stephen Harris, ClearView Financial Media’s CEO and publisher of Family Wealth Report
The judges recognised Trident Trust Group’s position as a leading independent fiduciary services provider across the region, stating: “The collaboration between the teams in the US, Caribbean and across Latin America has been vital for their success, and the ability to work as a team across multiple jurisdictions is impressive.”
Judges also commended the Trident Trust for its commitment to building strong client relationships, “Having serviced the Latin American private client sector for over 35 years, the firm’s US and Latin American based client-facing teams are able to complement its industry leading experience with native Spanish or Portuguese speakers” and “Trident Trust really understands its clients’ needs by the quality of their people and the professional acumen they provide to their clients, their high touch and personal driven service model, and the range of jurisdictions and structures they can service”.
The panel was also impressed by the winning firm’s expertise in dealing with complex issues, and their innovative approach to employee wellbeing.
Winners and highly commended companies were announced on 18 January 2024 at an evening awards reception at the Briza on the Bay in Miami.