About Us
Charthouse Insurance provides personalized, structured life and annuity insurance solutions for private clients.
We listen to and understand each client’s needs, and tailor flexible solutions to achieve their goals. We believe in and nurture enduring relationships.
We operate with the highest standards of expertise, excellence, personalized service, ethical practice, integrity and a strong compliance culture.
Clients are in safe hands – with well-designed, flexible and secure solutions. Our great strength is our ability to address the specific needs of discerning clients, and to help them develop and implement their own vision for philanthropy, capital preservation and protection, and wealth growth and transfer.
Our hallmarks are estate and inter-generational planning, security, asset protection, soundness, flexibility, confidentiality and cost effectiveness.
What We Do
At Charthouse, we see ourselves as helping private clients chart out and navigate the complexities of estate planning, wealth preservation and inter-generational transfer. We employ customized insurance products to achieve those objectives.
As a first order, we get to know and understand our clients and their goals comprehensively. Working with clients and their advisors, we review the themes and priorities that influence estate and wealth preservation growth and transfer, as well as philanthropy. We look at the client’s affairs and concerns from a 360° perspective. We then help develop an effective strategy, based on a customized insurance plan that meets the client’s estate planning, philanthropic, wealth management and transfer goals.
We also guide the selection of appropriate partners and service providers to complete the plan. Once a solution is in place, we constantly monitor and actively manage the solution. We regularly review the needs of the client and adapt the overall program to maintain the solution’s currency.
Why Barbados?
Charthouse is an Insurance Company formed under the laws of Barbados. It is licensed and regulated by the Barbados Financial Services Commission.
Barbados has established a strong regulatory framework for its financial service sector. It meets the OECD standards for transparency and information exchange to which all major financial jurisdictions adhere.
Legal
All Charthouse insurance policies are issued on a private placement basis only, and not by public offering. The information on this website is for general corporate information purposes only. It is not intended to be, does not constitute and should not be construed as an offer of any insurance policy to any person in any jurisdiction. Charthouse does not offer legal, tax or other advice and each prospective client is encouraged to seek their own advice.
Contact
Charthouse Insurance SCC
Barbados:
1st Floor, Limegrove Centre, Holetown, St. James, Barbados, BB24016
Tel: 246.432.4200
Fax: 246.432.4004
Email: service.desk@charthouse.bb