Search Ocorian

Private Fund Formation

We can help you achieve your wealth goals by establishing and administering well-structured private investment funds. 

  • Home
  • Private Fund Formation

Protect your capital

Our private client team will work with your advisors to establish and administer a private investment fund which empowers your private capital and puts it to work.  

Our flexible private fund formation services mould to your needs, creating a contractual framework around your investment vehicle that ensures transparency, compliance and governance. This is even more important if several private investors pool resources in a single fund.

Once we have helped build the right private investment fund for you, we will take care of all day-to-day administration, from bookkeeping and accounts preparation, investments and distributions to ongoing reporting and regulatory compliance.

How we help

Accessible Slider title

  • Focus on wealth planning

    When you don’t have to worry about the day-to-day running of your private fund, you can focus on selecting the best investments for you.

  • Remain compliant

    We will make sure your fund is compliant, allowing you the comfort of avoiding regulatory scrutiny and any reputational damage.

  • Create clear rules and obligations

    We will design a clear contractual framework to support your private investment fund, avoiding any potential future confusion or disagreement.

  • Meet your needs

    We will work with you and your advisors to mould a private investment vehicle that meets your precise needs.

  • Take control of your wealth

    When using our services, you keep control over the buying and selling of assets so you can act according to your family’s aspirations.

  • Base your fund anywhere

    Our global footprint means we’re agnostic as to your fund’s location. We offer comprehensive services in jurisdictions around the world. 

Why Ocorian?

  • A wealth of experience

    Ocorian's private fund team has extensive experience in private fund formation and managing those complex, high value structures for international clients, while working in partnership with clients’ trusted advisers.

    A wealth of experience
  • Personal service

    Enhancing and protecting your wealth is our priority. We will always take the time to understand what is important to you and your family, both now and in the future.

    Personal service
  • Trusted by clients for decades

    In an increasingly uncertain world, wealthy families and individuals need a trusted partner to guide them through the complex challenges that uniquely impact them and their affairs.

    Trusted by clients for decades

Private fund formation services

We provide formation and ongoing administration services for all types of private funds including Jersey Private Funds (JPFs). 

We provide GPs and LPs if you choose a traditional fund structure.

We provide consolidated reporting on financial assets across family structures and multiple jurisdictions.

We provide oversight and ongoing performance monitoring of investments, always working in tandem with third party investment managers. 

What you say

What you say

  • "Our family invests actively and creatively in a wide range of asset classes and businesses all over the world. We are very international, constantly on the move and always exploring new ground.The Ocorian team is our hub for coordinating everything and pulling it all together: investment decisions, transaction execution, oversight of structures and portfolio management. They are our partners and allies, giving us leverage, speed and scale in our activities."

    HNWI client

Let’s talk

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