Ensure more of your wealth helps the causes you care about
Modern philanthropy is complex, and for good reason. Donors want to make sure their hard-earned wealth is making a difference and driving real change. They want to establish the most efficient philanthropic structures and ensure their money is never wasted.
Philanthropic services from Ocorian help you establish a streamlined and effective philanthropic strategy.
From occasional targeted distributions to bespoke and focused philanthropic missions, we have extensive experience across a range of causes and approaches to philanthropy.
We establish the right trust or foundation for your needs, administer it effectively and ensure all relevant regulations are adhered to.
We understand social investment and cross-border giving and know how to ensure you - as the benefactor - get the most from your gifts, including tax relief.
We can help you
Why Ocorian?
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Experience in building philanthropy
Private client is the longest standing service line at Ocorian. Some of our clients have been trusting us with their philanthropic mission for decades and generations. They appreciate our knowledge, flexibility and personal approach.
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Global footprint
We offer our services in all major global financial hubs, so we can establish and maintain philanthropic structures around the world and help you support good causes far from your country of residence.
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Our people
Your can rest assured that your charitable trust or foundation will be managed by highly qualified experts. Our private client services team will build a relationship with you and always work in accordance with your wishes.
We manage the formation and ongoing administration services for all types of charitable trusts and foundations.
We will liaise with co-founders and donors to achieve a consistent mission and message, ensuring the work of the charity is well supported. We also liaise with external advisers, regulators and auditors.
We manage any distributions of trust assets to beneficiaries and / or other related parties, including trust winding up as well as in-life trust distributions.
We will conduct interviews for senior appointments to the charity's management team.
We will provide one or more directors to act as council members in accordance with the foundation charter and relevant foundation law.
We will monitor the charity's financial position and assess the long-term financial performance and sustainability.
We will provide one or more trustee (typically one) to act as trustee of a client trust in accordance with the trust terms and relevant trust law.
We will provide one or more corporate protector (typically one) to act as protector of a client trust in accordance with the trust terms and relevant trust law.
We will provide one or more corporate enforcer (typically one) to act as enforcer of a client purpose trust in accordance with the trust terms and relevant trust law.
Let’s talk
Contact us and a member of our team will be in touch.