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Family Office services

We offer a full suite of tailored family office services for single and multi-family office structures. 

We take care of the detail, so you can enjoy the big picture

Increased regulation, global travel and more complex assets have made family offices increase in popularity, as high and ultra-high net worth individuals need support with managing their wealth and assets.

Our dedicated family office team can provide a seamless and holistic approach to the challenges and opportunities families face.  

We can support your wealth by acting as an outsourced family office or multi-family office. We work with established family offices or advisors to fill gaps in their in-house provision. 

We can help you

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  • Look after the details

    Our family office services take care of the details – from bookkeeping to bank accounts to staff management and payroll. 

  • Get the most appropriate family office for you

    We will establish and maintain the right type of family office for you.

  • By providing a dedicated family office team

    We offer a personal service, ensuring that you have a dedicated contact in our team. 

  • Connect you with the right people

    When needed, we will call upon the talent in our wider organisation or utilise our extensive network of third-party contacts.

Why Ocorian?

  • Family office expertise

    Our dedicated global family office teams are based in key jurisdictions including the Channel Islands, UK, the UAE, the Caribbean, Singapore, Hong Kong and Mauritius and have technical expertise and a comprehensive understanding of the dynamics of family wealth. 

    Family office expertise
  • Award winning, personal service

    Our private client services team will build a relationship with you and always tailor our approach in your best interests. 

    Award winning, personal service
  • Attention to detail

    There is growing global scrutiny around wealth management vehicles, and non-compliance can lead to fines and reputational damage. Our legal and accounting experts will ensure your structures are always fully compliant. 

    Attention to detail

Family office services

We provide formation and ongoing administration services for all types of family office.

We provide services to an established family office. 

We provide HR services bespoke to our client and your circumstances / objectives.  This may include payroll, recruitment and ad-hoc support.

We ensure your lifestyle and luxury assets are managed appropriately and by professionals.

We provide family governance planning bespoke to a family's circumstances / objectives e.g. establishing a charter, advising family members, philanthropy and succession planning

We manage residency applications or work permit applications for individuals, families and employees.

We provide family office specialist requirements or support with e.g.

  • Immigration
  • Visas
  • Payroll
  • Marine / aircraft crew management
  • Financial reporting

What you say

What you say

  • "In a fiercely competitive field, Ocorian has emerged as the provider of choice for services for major clients' family offices."

    Big Four accountancy firm

    Head of Private Client Tax

Let’s talk

Contact us and a member of our team will be in touch. 

If you would like to speak to someone in regards to media please email: [email protected]

For career information and job applications please visit our careers page