The 2030 Trustee report

A holistic view of private client trends

In 2023, Ocorian published its guide to the 2030 Trustee; working with our experts to define and explain the themes that we saw shaping the private client industry of the future.

The guide focused on four main trends: philanthropy, the next generation, ESG and digital assets. These four themes, we continue to believe, will define our profession in the coming years and shape much of what our professionals are being asked for help and guidance with.

In 2024, we continued this conversation, bringing together sharp minds from across the private client industry to consider these four themes and the impact they’re likely to have on wealthy individuals and families around the world.

Now, in 2025, we are completing the cycle by reflecting on our findings from the last two years and having conversations with family office professionals and family members to offer a holistic view of the industry. Our goal is to ensure we are as client-centric and agile as possible, empowering our industry to adapt effectively to future challenges and opportunities.

Download the 2030 trustee - family office insights report below: