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The Cayman Life · Jul 5, 2025 · 20 min

S1 E7: Family Dynamics in Wealth Preservation with Bernadette Carey

Bernadette Carey, partner at Carey Olsen, joins Stefan to unpack the often misunderstood world of trusts and wealth management — and how it all plays out within families. They explore why trusts matter, how family offices work, and the shift in how the next generation is approaching wealth, sustainability, and legacy. Bernadette also shares her perspective on life in Cayman, and why the island continues to attract global families looking for stability and opportunity.

0:00-20:25

transcript

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show notes

Bernadette Carey, partner at Carey Olsen, joins Stefan to unpack the often misunderstood world of trusts and wealth management — and how it all plays out within families.

They explore why trusts matter, how family offices work, and the shift in how the next generation is approaching wealth, sustainability, and legacy. Bernadette also shares her perspective on life in Cayman, and why the island continues to attract global families looking for stability and opportunity.