Private fund formations: Ocorian’s comprehensive solution

Ocorian offers a comprehensive suite of services to guide clients through every stage of the fund formation process, from initial consultation to ongoing compliance management. Our expert team, led by Ken Wrigley, Head of Private Clients – Guernsey, ensures a seamless and efficient experience.

How can Ocorian help with private fund formations?

Initial consultation & needs assessment 

The first step involves understanding the client's specific needs, objectives, and time frame. We conduct a thorough assessment to ensure they are aware of the complexities and costs involved in forming and managing a private fund. 

Legal & accounting advice 

Ocorian works closely with leading legal and accounting firms to provide clients with expert advice. We assist in connecting them with the appropriate professionals based on their jurisdiction and specific requirements. 

Due diligence & compliance 

We conduct due diligence to ensure that the proposed fund structure and investment strategy align with regulatory requirements. Our compliance expertise helps clients establish and maintain a robust compliance program to meet ongoing obligations. 

Ongoing management & support 

Ocorian offers ongoing support to ensure that the fund remains compliant with all applicable regulations. This includes managing deadlines, engaging with auditors, and providing guidance on regulatory matters. 

A pragmatic & client-centric approach 

Ocorian’s approach is characterised by a pragmatic and client-centric mindset. We recognise the importance of speed and efficiency, especially when dealing with complex structures and short deadlines. We strive to provide timely and effective advice while always maintaining the highest standards of quality and professionalism. 

A holistic attitude 

By working closely with experts from across the industry, Ocorian can provide a holistic approach to private fund formation. This ensures that clients receive the highest quality advice and support, from legal and accounting matters to investment strategy and compliance. 

Reach out to Ocorian

Ocorian's collaborative approach with industry experts is a testament to our commitment to delivering exceptional service. This partnership enables us to offer a comprehensive range of solutions and ensure the successful formation and management of private investment funds. Reach out to the team for more information.