Our services.
Strategic Advisory
For discerning enterprises and HNWIs navigating global opportunities, our strategic advisory, planning, structuring, and execution services provide an elite roadmap to success. We deliver end-to-end guidance, from initial visioning to flawless implementation, across onshore and offshore environments. In Panama, we leverage its strategic location for Latin American expansions; in the Cayman Islands, we structure funds for international investments; Bermuda offers sophisticated corporate setups for reinsurance; the British Virgin Islands excel in flexible holding companies; and Puerto Rico provides US-aligned incentives for tech or real estate ventures—extending to other hubs like Switzerland or Hong Kong for diversified execution.
Our bespoke approach includes risk assessments, market entry strategies, and operational structuring—such as forming hybrid entities that optimize governance and scalability. For a tech firm, this might mean a BVI holding with Panama operations; for an HNWI, structuring a family office in Bermuda with Cayman investments.
We go beyond advice: When synergies align, Temperat partners with modest capital investments, as seen in our real estate firm or OM56 project in Playa del Carmen. This service is for elite clients seeking transformative, partnership-driven strategies.
Non-Exectuive Directorship
Elevate your governance with our premium non-executive directorships, offering elite oversight and strategic input for onshore and offshore entities. We bring strategic intermediation, guidance and our network to to boards in all industries and jurisdictions.
As non-executive directors, we provide independent advice on risk, compliance, growth and operations—ensuring boards achieve excellence with our 20+ years of insight. For a fund, this might involve strategic structuring; for (re)insurers, capital optimization. We also explore directorships tied to partnerships, leveraging our portfolio like CandidusRe's governance and risk management models. This exclusive service is for elite organizations seeking transformative leadership and a best-in-class partnership.
Family Estate Planning & Wealth Preservation
Preserving and growing generational wealth requires discreet, elite expertise—our family estate planning and wealth preservation services deliver just that, tailored across global jurisdictions. We design multi-layered strategies that safeguard assets while ensuring seamless transfers, utilizing onshore stability and offshore advantages: Panama's private foundations for anonymity, Cayman Islands' trusts for flexibility, Bermuda's sophisticated vehicles for insurance-linked legacies, the British Virgin Islands' trusts for long-term control, Puerto Rico's residency programs for US tax relief, and more—including Liechtenstein or Jersey for ultra-high-net-worth setups.
Our premium process involves holistic assessments of your family's goals, incorporating tax-efficient structures, succession planning, and asset diversification—such as offshore real estate holdings or family offices that protect against volatility. As partners in preservation, Temperat will play a critical role in ensuring the protection of your assets, your privacy and a future for your family.
This exclusive service is for families committed to discreet, forward-thinking protection.
Trusted Advisor & Capital Optimization
As a trusted advisor, we provide ongoing premium guidance for capital optimization and access, empowering elite clients to deploy resources with maximum efficiency across global landscapes. Our services span onshore investments and offshore opportunities seeking neutral capital flows, hedges optimization, insurance capital, venture structuring, or opportunity zone incentives and beyond—integrating with markets like the UAE or Mauritius for diversified gains.
We optimize portfolios through scenario analysis, risk mitigation, and strategic allocations—such as redirecting capital to high-yield offshore entities or unlocking access via our networks. For HNWIs, this means bespoke investment structuring; for businesses, efficient capital raising. True to our ethos, we seek partnerships and value-added engagement only.
This service is reserved for clients valuing long-term, high-impact advisory.
Partnership & Portfolio Tie-In
Beyond advisory, Temperat partners with select businesses, deploying capital for mutual success—as evidenced by our portfolio: CandidusRe (reinsurance), Nova Insurance Company (risk transfer), our real estate investment firm, and others. We invite aligned clients to explore co-investment opportunities.