Member Profile

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

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

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

E: jbhoar@gmail.com
T: +1 647 992 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.