The Windermere Group

Overview

The Windermere Group provides international family-office, wealth-management, and estate services. The firm describes its work as family focused and globally connected.¹

History

Windermere reports that it has operated since 2003.¹

Leadership

John Lawrence is chairman of the Windermere Group. The Securities Commission of The Bahamas identifies him as chief executive officer and managing representative of Windermere Corporate Management Limited. Millicent Clarke is listed as the company’s compliance officer.²³

Lawrence’s earlier experience includes roles at Price Waterhouse, Coutts & Co., and MeesPierson (Bahamas) Limited.⁴

Services

Windermere lists financial and corporate services, family and corporate governance, fund services, and accounting. Its other services include investment advisory, umbrella investment management, trust and estate planning, and yacht and aircraft registration.¹

The firm’s family-office offering also includes private trust company services, estate management, property management, yacht registration, accounting, and consulting.⁵

The Securities Commission’s 31 March 2025 register lists Windermere Corporate Management Limited as licensed to provide corporate services for international business companies, including registration, management, administration, registered-agent, and registered-office services.³

What the firm offers

• Investment management
• Estate planning
• Trust and fiduciary
• Family governance and education
• Administration and bill pay
• Cross-border planning

Client Focus

Windermere serves families and internationally connected clients seeking coordinated family-office, wealth-management, estate, corporate, fund, and governance support.¹⁵

Approach

Windermere presents its approach as family focused and globally connected, combining family-office coordination with financial, corporate, investment, trust, estate, and administrative services.¹

The firm states that it is registered and licensed by the Securities Commission of The Bahamas as a financial and corporate service provider and securities investment adviser. The commission listed Windermere Corporate Management Limited as registered for managing capital market instruments as of 30 June 2025.¹²

FAQs

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Sources

1. The Windermere Group
2. Securities Commission of The Bahamas, SIA Firms as at 30 June 2025
3. Securities Commission of The Bahamas, Financial and Corporate Services Providers as at 31 March 2025
4. International Islamic Holdings Limited, About
5. STEP Bahamas Conference, Day 2 speaker biographies

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.