Sophisticated end-to-end wealth structuring & administration solutions
Ocorian provides sophisticated, end-to-end solutions for family offices, family businesses and UHNW individuals seeking robust wealth structuring and administration.
With over 50 years of experience, we expertly manage intricate, high-value structures across the UK, Crown Dependencies, Europe, the Americas, Asia, Africa and the Middle East.
Our dedicated teams, comprising legal, accounting, tax, fiduciary and real estate specialists, offer seamless support for global investments, philanthropy services, inter-generational wealth transfers and wealth succession planning services.
We understand the challenges of evolving regulations and administrative burdens - we leverage tech-enabled solutions, including our partnership with Landytech for consolidated wealth reporting, to minimise friction and enhance efficiency.
Central to our approach is the delivery of trust, transparency and confidentiality, ensuring your peace of mind and freeing you to focus on your core objectives. Our long-standing client relationships, often spanning generations, are a testament to our commitment to providing a consistent, reliable service that protects and preserves your wealth for the future.
Whether you require expert trust administration services, estate planning, or comprehensive support for your personal financial affairs, family office or family business, Ocorian offers the expertise and global scale you need.
Private client services
Services
Why private clients choose Ocorian
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We bring expertise
Our Private Client teams combine the expertise of lawyers, accountants, tax advisors, and real estate experts for seamless wealth administration.
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We build trust
Ocorian have been building multi-generational relationships with our clients for over 50 years. You can rely on us to preserve and help grow your wealth.
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We deliver scale
Our global presence means we can provide bespoke tech-enabled solutions that minimise friction for international families, businesses and high-net worth individuals, no matter where you live or where you want to structure your assets.
50
+
Years serving the needs of private clients
2022
PRIVATE CLIENT TRUST COMPANY OF THE YEAR 2022
Here where you need us
Our private client teams are located throughout Europe, Middle East, Asia and the Americas.
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Private Client Services
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