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Private client

We help you protect, preserve and plan for your wealth, now and in the future.  

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

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  • Our expert team

    Our expert team

    We provide an unrivalled depth of expertise and scale within the team comprising of chartered accountants, chartered company secretaries, lawyers, and tax advisors with 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. We work closely with the second and third generations of many families.

  • Local experts, global reach

    Local experts, global reach

    Our global presence means we can provide bespoke structures and services for our internationally mobile families. Our specialist teams ensure the arrangements we manage remain compliant with the increasing level of international regulations, directives, and legal requirements.

50 +

Years serving the needs of private clients



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

For further information on our private client services or to discuss your requirements, contact our private client business development team. 

Get in touch today

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Let’s talk

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

If you would like to speak to someone in regards to media please email: [email protected]

For career information and job applications please visit our careers page