Taking care of what matters to you most
We recognise that every client is different and that individual requirements can change both in the short and long term, as personal circumstances or, indeed, the wider world changes.
We build a foundation of close and trusted relationships – making sure your needs and goals are always at the centre of what we do.
We have extensive experience in establishing and managing complex, high-value structures for international clients, many with sophisticated, cross-border international affairs.
We also have a deep understanding of the issues that come with family and institutional business operations, global investments, inter-generational wealth transfers and succession planning.
Our team are highly regarded experts in trusts and foundations, succession planning, philanthropy, regulatory and tax compliance, and fiduciary services. We deliver our solutions with skill, precision, and absolute discretion.
There is very little that we haven’t come across before – so you can rest assured that you are in safe hands and that you and your family’s interests will be taken care of.
Why private clients choose Ocorian
Years serving the needs of private clients
PRIVATE CLIENT TRUST COMPANY OF THE YEAR 2022
Private client services
Services
Here where you need us
Our private client teams are located throughout Europe, Middle East, Asia and the Americas.
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