LYFORD TREE
Service your Needs & Safeguard your Family’s Legacy
Lyford Tree Consultancy provides bespoke consultancy and outsourced support services to financial institutions, corporates, and international clients operating in or through The Bahamas. Our approach is practical, regulator-aware, and execution focused, designed to help clients remain compliant, efficient, and future-ready.
Estate Planning – Wills, Trusts, Powers of Attorney
Anticipate and plan for the orderly distribution of your assets, without uncertainties. Our team will guide you through all of the steps to prepare your family for when the unexpected happens.
Probate and Administration of Estates
In the wake of a tragedy, you need a team that can guide you through the process of probate and administration of estates in accordance with the laws of The Bahamas.
Helping Families Plan For Life & Preserving Legacies for Generations
If you want to be represented by the best law firm for your case then do not hesitate and write us a mail!
Areas of Expertise
Estate Planning & Wealth Succession Advisory
- Drafting Wills & Trusts
- Probate Documents
- Powers of Attorney
- Electronic Documents Succession
Family Enterprises & Family Dynamics
- Family constitutions
- Governance charters & decision-making frameworks
- Conflict navigation structures
- Role clarity across generations
- Family council design
- Financial literacy for heirs
- Values and legacy conversations
- Leadership development training
Protector Services
Lyford Tree Consultancy offers Protector services to trusts and related structures, providing an additional layer of independent oversight, governance, and strategic guidance. Protector services may include:
- Appointment as Protector in accordance with the trust instrument
- Oversight of trustees to ensure compliance with the trust deed and governing law
- Consent or veto rights over specified trustee decisions (as set out in the trust instrument)
- Advisory support on distributions, appointment and removal of trustees, and other reserved matters
- Acting as a safeguard to preserve settlor intent and beneficiary interests
- Coordination with trustees, advisors, and family offices to ensure effective trust administration
Protector services are provided with a strong emphasis on independence, fiduciary responsibility, and best-practice trust governance.
Core Corporate & Immigration Services
Work Permit & Business Licence Procurement
- End-to-end procurement and renewal of work permits
- Procurement and renewal of business licences
- Liaison with relevant government departments
- Advisory support on eligibility, timelines, and compliance obligations Professional Writing & Advisory
- Articles, thought leadership, and technical papers
- Regulatory and compliance memoranda
- Policy drafting and procedural documentation
- Compliance reviews and gap analyses
Speaking, Training, Marketing & Communications
Lyford Tree Consultancy provides high-impact speaking, training, and communications services designed to educate, influence, and elevate institutions, leadership teams, and public-facing initiatives.
Speaking & Thought Leadership
- Keynote speeches and panel participation at conferences, industry forums, and corporate events
- Executive and board-level briefings on financial services, governance, compliance, and leadership
- Moderation and facilitation of strategic discussions and roundtables Training & Capacity Building
- Bespoke training programmes for boards, senior management, and staff
- Leadership, governance, and regulatory-readiness workshops
- Internal training aligned to regulatory expectations and institutional culture Marketing & Communications Advisory
- Strategic messaging for financial institutions and professional services firms
- Development of thought leadership content and public-facing communications
- Review and refinement of regulatory, corporate, and stakeholder communications
- Advisory support on brand positioning within regulated environments
Financial Services Training
Lyford Tree Consultancy delivers tailored, regulator-aligned training for boards, senior management, and staff.
- Annual AML/CFT/CPF Training
- Annual Corporate Compliance Training
- Annual Corporate Governance Training
- Training on CESRA, BOSS, FATCA, and CRS, including practical reporting obligations
- Ongoing and professional development training, including:
- Company Management
- Overview of the International Business Companies Act and Companies Act
- Introduction to Segregated Accounts Companies
- Introduction to Trusts
- Introduction to Funds
- Custom training modules developed as required
Outsourced Compliance Services
Compliance services are available to financial institutions seeking to outsource all or part of their compliance function, including:
- Compliance officer support (contract or project basis)
- Ongoing regulatory monitoring
- AML/CFT framework maintenance
- Regulatory filings and reporting oversight
- Preparation for regulatory inspections and examinations
Directorship, Officer & Nominee Shareholder Services
The Company is able to provide:
- Directors and officers
- Nominee shareholders
- Partners to entities formed under the Exempted Limited Partnership Act, 1995
Services are available for entities incorporated under:
- Companies Act, 1992
- International Business Companies Act, 2000
Company Audits & Company Reviews
Lyford Tree Consultancy offers company audit and review services to financial institutions providing registered office and registered agent services, including:
- Review and preparation of template Memorandum and Articles of Association
- Review and preparation of first minutes and organisational resolutions
- General review of company file maintenance and statutory records
- Identification of governance and compliance gaps
General Consultancy Services
The Company assists financial institutions on a contract and/or project basis with institution-specific matters, including:
- Review and updating of manuals, policies, and procedures
- Review and enhancement of template documentation
- Assistance with restructuring initiatives
- FATCA, CRS, CESRA, and BOSS reporting support
- Special projects and regulatory remediation exercises
Notarial Services
Notarial services are offered for:
- General notarisation of documents
- Affidavits and statutory declarations
- Related notarial matters
Lyford Tree Consultancy delivers clarity, confidence, and compliance—so clients can focus on growth and governance with assurance.
About Us
Lyford Tree Consultancy
Lyford Tree Consultancy is a boutique advisory firm providing strategic, governance, and family enterprise advisory services to financial institutions, corporates, trusts, and international families.
We specialise in fiduciary governance, estate and wealth structuring advisory, family office strategy, corporate advisory, financial services training, family dynamics advisory, next-generation leadership development, and succession planning. Our work focuses on helping enterprising families and institutions navigate complexity with solutions grounded in deep industry experience, discretion, and technical excellence.
Lyford Tree Consultancy partners with clients at critical points of growth, transition, and succession, offering trusted counsel that preserves capital, strengthens governance, and sustains family legacy across generations.
Founder & Principal Consultant
Dr. Iyandra Altun
Dr. Iyandra Altun is a family enterprise advisor, governance strategist, and global financial services executive specialising in family office advisory, generational wealth planning, trusts, estate structuring, and family governance. She advises enterprising families and complex private structures on the systems required to preserve wealth, strengthen governance, and sustain legacy across generations.
Certified in family and generational wealth advising and a member of the Family Firm Institute, Dr. Altun brings a rare interdisciplinary perspective that integrates fiduciary architecture, family dynamics, succession strategy, and next-generation leadership development. Her work focuses on aligning financial structures with family values, decision-making frameworks, and long-term continuity.
In parallel with her family enterprise advisory work, Dr. Altun has held executive leadership roles within regulated financial institutions and maintains deep expertise in trust and fiduciary services, corporate governance, and international financial systems. She is recognised for translating complex legal, regulatory, and structural issues into practical strategies for families, boards, and senior decision-makers.
She serves as a trusted advisor, protector, and independent director to complex structures, offering discreet counsel and governance oversight at critical moments of transition, succession, and growth. A sought-after speaker, Dr. Altun regularly delivers executive briefings and keynote presentations on family enterprise governance, wealth stewardship, leadership, and institutional resilience.
Her approach is thoughtful, disciplined, and solutions-driven — balancing technical excellence with human dynamics to protect both capital and family cohesion.
Lyford Tree Consultancy is built on the principle that sustainable wealth requires strong governance, intentional succession, and prepared next-generation leadership.
