Ocorian's 2024 Americas Family Office Report

Ocorian deep dive into the nuances, trends and themes of the evolving landscape of family offices across different geographies.

We look at the natural succession of wealth and leadership within families, how the professionalisation of the family office has changed in the past five years, and what services we provide that can assist you on your journey.

Our experts – Jason Gerlis, Regional Head – Americas and Caribbean and Fredrica Evans, Client Director – Bermuda at Ocorian, respond to the data that we’ve gathered from our international study, and share their insights into cross-border wealth structuring, the charge from next generations to enter private markets, and more general family office trends across America, Canada, Bermuda and the Cayman Islands.

Key research findings:

• The Fed takes action
• Risk appetite is on the rise
• The next generation leading the charge into private markets
• The natural succession of wealth
• A proactive approach to cross-border wealth structuring
• The push to open more physical family offices
• What’s down the line for family offices?

Ocorian Family Office Services

• Formation & administration of a family office
• Working with an existing family office
• HR support services 
• Lifestyle & luxury assets 
• Family governance
• Resident & relocation services 
• Specialist setup requirements

Download our Americas Family Office report below: