The 2030 Trustee

Ocorian’s 2030 Trustee guide is based on three moments in time, the financial crash of 2008, the post-COVID-19 landscape of today, and the envisioned future of 2030. We’re going to look at how the trust industry, its professionals, and our clients have changed during this time, and anticipate the trends that will define our future.

The guide will include:

• History repeating? How do the economic conditions of today stack up to those of the post-2008 financial crash? 
• A changing industry: how the industry has evolved since 2010 
• The role of the trust professional: from administration to specialist 

Predicting 2030:

• Next generation
• Digital assets
• Environmental, social & governance  
• Philanthropy  
• The Middle East  
• Asia  

Private client services 

• Entity formation & administration
• Private trust & foundation services 
• Private fund services  
• Private company services  
• Accounting & regulatory reporting 
• Outsourced family office 

Our focus

• Private capital
• Philanthropy 
• Contentious trusts & dispute resolution 
• Lifestyle & luxury assets 
• Succession planning 

Download the guide below: