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LOGO TRUNK CAPITAL

About Us

Understand how we combine innovation and expertise to create value for our clients.

About Us

Discover how Trunk Capital can help protect your family's future and achieve your dreams.

 

We are an investment boutique dedicated to offering exclusive and personalized solutions for clients seeking security and prosperity.

 

Our mission is to understand your needs and create financial strategies that not only protect your assets, but also provide peace of mind for the future.

Our commitment is to be more than a consultancy, but a true partner in the journey of realizing your dreams.

 

With a team specialized in international insurance, diversified investments and wealth planning, we work to offer the best protection for you and your family, always with a human touch, dedicated and attentive to every detail.

We are here to take care of your assets and your history. Our global expertise, combined with unique and personalized service, allows you to explore investment and financial planning opportunities with confidence and peace of mind.

 

We know that your family is your greatest treasure, and we are ready to help you protect it and ensure the future you have always dreamed of.

At Trunk Capital, we understand that every dream is unique. That's why we develop tailor-made financial solutions, ranging from succession planning to asset protection, always with the mission of giving you and your family the security you need to live and achieve the future you deserve.

Trust our experience to take care of your future and that of your loved ones. When you choose Trunk Capital, you are ensuring more than financial services: you are investing in the protection of what is most important to you.

 

We are here to guide you every step of the way and give you the confidence you deserve. Come and see how we can make a difference in your life and protect what is most valuable to you.

 

Our mission goes beyond offering financial solutions, we are focused on creating a safe and solid legacy for you and your family.

Our Team

Shawn Bates

Founder & CEO

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Jen Harris

Co-Founder

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Jeroen De Leeuw

Chief Tactics Facilitator

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Vision

To be recognized globally as a reference in health, asset protection, succession and financial planning, offering innovative solutions that promote security and stability for our clients and their families.

Mision

Our mission is to provide clarity and highlight the differences in international solutions, positively impacting people's lives, ensuring a safer, calmer and more prosperous future.

Values

We seek to establish relationships of credibility, trust and complicity, committing ourselves to building a solid and lasting legacy that benefits not only our clients, but also future generations.

Our Values

We base our actions on credibility, trust, complicity, commitment and excellence, always focusing on the customer.

  • ​Reliability

  • Trust

  • Alliance

  • Commitment

  • Excellence

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Our Commitment

EXCELLENCE

​Our commitment is to offer high-quality financial solutions, seeking the best results for our clients.

INNOVATION

​We seek innovations in the financial market, with modern tools and approaches to meet unique needs.

TRUST

We encourage creative and technological solutions to boost the growth of micro-enterprises and their adaptation to the market.

EXPERTISE

Our professionals are highly qualified, with global expertise to provide personalized consultancy adapted to your context.

CUSTOMIZATION

​We offer financial solutions adapted to each client, focusing on their specific needs and objectives.

COMPLIANCE

​All our operations comply with international regulatory standards, ensuring full compliance and safety.

ACHIEVEMENTS

We achieve results, providing sustainable asset growth and financial protection.

PARTNERSHIP

​Strategic partnerships with global leaders, expanding our ability to offer diversified and complete solutions.

Our Clients

Our clients are at the center of everything we do. Entrepreneurs, families and institutions seeking security, innovation and results find in Trunk Capital a strategic partner to achieve their goals. Explore with us the possibilities to transform your vision into real achievements.

    • Investment Companies

    • High Income Families

    • Offshore Investment Platforms

    • Investment Funds

    • Real Estate Investment Companies

    • Private and Investment Banks

    • Offshore Financial Institutions

    • Pension and Retirement Funds

    • Equity Fund Managers

    • Currency and Investment Brokers

    • High Income Franchises

    • Venture Capital Firms

    • International Insurance Brokers

    • Medical and Health Associations

    • Exclusive Golf Clubs and Resorts

    • Doctors and Health Professionals

    • Business Families and Asset Holdings

    • Law Firms

    • Consulting and Auditing Groups

    • Business Consulting Firms

    • Risk Management and Compliance Consulting

    • Multinational IT Consulting Companies

    • Engineering and Construction Companies

    • Financial and Insurance Market Startups

    • Executives of Large Corporations

    • Multinational Companies

    • Agribusiness Entrepreneurs

    • Trade Unions and Professional Associations

    • Business Associations

    • Energy and Sustainability Industries

    • Foreign Trade and Import/Export

    • International Logistics Companies

    • Technology and Innovation Professionals

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About Us

​​Understand how we combine innovation and expertise to create value for our customers.

Contact

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