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Private Client

By building close relationships with our private clients, we help you protect, preserve, and plan for your wealth, now and in the future.  

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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.

That’s why, from the very beginning, we aim to build a trusted and close relationship – making sure your needs and goals are always at the centre of what we do.

With highly regarded experts in trusts and foundations, succession planning, philanthropy, regulatory and tax compliance, and fiduciary services, we understand what really matters to you and 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

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  • Extensive experience and expertise

    Extensive experience and expertise

    Our global team of chartered accountants, secretaries, lawyers and tax advisors have decades of experience in caring for families and individuals.

  • A commitment to understanding you

    A commitment to understanding you

    Our private client business has been established for over 50 years, building long standing relationships with our clients and we are delighted to say we are now working with the second and third generation of some families.

  • Local experts, global reach

    Local experts, global reach

    Our global presence means we can provide bespoke structures and services for our international families no matter where they live

50 +

Years serving the needs of private clients

2022

PRIVATE CLIENT TRUST COMPANY OF THE YEAR 2022

Private Client services

What you say

What you say

  • “In a fiercely competitive world, Ocorian has emerged as the provider of choice of major clients’ family offices.”

    Head of Private Client Tax, Big Four Accountancy Firm

Speak to our experts

Our Private Client business development team can direct you to the relevant subject matter expert. Get in touch today.

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Let’s talk

Contact us and a member of our team will be in touch.