Member Profile

Mr James Hoar TEP LLB(Hons), Full Member i

Fully qualified practitioner with either more than 5 years’ industry experience or a STEP Diploma qualification and more than 2 years’ industry experience. Depicted by the TEP designation

Clairmont Trust Company Ltd
5 Pineapple Grove, Lyford Cay
Nassau
New Providence
SP 64284
Bahamas

E: jbhoar@gmail.com
T: +1 954 554 4787
Website: www.clairmonttrust.com

Profession:
Banker / Financial Planner / Trustee/Fiduciary / Wealth Management / Client Relations/Marketing/Sales / Fund Administrator/Manager
Practice Area:
Company formation/management, Cross-border estates, Estate planning/administration, Family business, Family office, Insurance, Investment, Philanthropy, Private banking, Tax, Trust planning/administration
Branch/Chapter:
STEP South America
Committees:
Caribbean and Latin America Regional Committee, South America Branch Committee

For 20+ years I've advised international families on how to optimize complex planning and investment opportunities. 

From 2007 to 2014, prior to forming Clairmont, I worked for EFG Bank & Trust (Bahamas) Ltd. as Senior Vice President, managing complex wealth management structures for international families in an open-architecture environment. Our team focused on working closely with an exclusive group of ultra high net worth families in Europe and Latin America. 

From 1993 to 2007,  I worked for SG Hambros Bank & Trust (Bahamas) where,  as Executive Director, I ran the Private Banking, Trust & Fiduciary, and Investment Departments. I was also a Director of both SG Hambros Bank & Trust (Bahamas) and SG Hambros’s Canadian trust company. Prior to 1998 I worked for Coutts (Bahamas) before its purchase by SG Hambros.

I hold an MBA from Cranfield School of Management. I was invited to join the Bahamian chapter of STEP in 2005 and is a founding member of STEP in South America. I am also a Fellow of the Family Firm Institute (FFI) with an Advanced Certificate in Family Wealth Advising. 

A British and Bahamian national who has lived and worked in The Bahamas, The UK, Uruguay and South East Asia, I speak English and Spanish and live with my family in Toronto, Canada.