Foundations

Ocorian offers a full foundation establishment and administration service tailored to clients’ specific needs and objectives. We know the significant flexibility foundations can bring to wealth structuring for private clients - be it for succession and estate planning, as philanthropic entities, or more specific purposes - and specialise in working with our clients to create bespoke solutions to their specific structuring requirements.

Our foundation administration service offering includes:

  • Assisting in the establishment of the foundation
  • Provision of business address
  • Provision of council members
  • Maintenance of statutory records and execution of statutory obligations
  • Accounting and financial reporting
  • Cash management services
  • Compliance services
  • FATCA and CRS services
  • An excellent multi-jurisdictional independent trust company. Add in their enviable track record in terms of staff retention and they have a winning formula!"

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