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Succession Planning

We help protect your assets and ensure the smooth transfer of your financial estate between generations. 

We help you plan and develop succession planning strategies

Passing on significant wealth in a considered manner is a critical part of any family’s financial strategy.

The succession planning process involves the transition of wealth or assets from one generation to the next, or from family control to a more professionalised leadership structure. 

For 50+ years we have protected, preserved and planned for our clients’ personal and family wealth. With a depth of knowledge across all aspects of life as experienced by a wealthy family, our team can provide a seamless and holistic approach to the challenges and opportunities of succession planning.

We will work with you to create a plan that solidifies your succession ambitions and ensures the right governance is in place for the smooth transfer of assets and leadership.

We can help you

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  • Pass on leadership

    We help you pass the leadership of your business or wealth to the next generation without diluting the business or damaging your family’s reputation.

  • Ensure a smooth transfer of assets

    We work with you to create a succession strategy that ensures minimal disruption to the day-to-day operation of your business and life.

  • Have confidence in your succession plans

    As a trustee, we will ensure that your ambitions for the family business don’t negatively affect your wider wealth, even as it is passed to the next generation.

Why Ocorian?

  • Intergenerational experience

    We have decades worth of experience regarding the issues that come with intergenerational wealth transfer and succession planning and work closely with the second and third generations of many of our client families.

    Intergenerational experience

  • Global footprint

    Most families' wealth is international. Our global footprint means we can help with business succession planning even when assets are distributed across a number of jurisdictions. 

    Global footprint

  • Dedicated team

    Your succession planning will be overseen by a highly qualified team. Our private client services team will build a relationship with you and always work in accordance with your wishes.

    Dedicated team

Succession planning services

We manage the formation and ongoing administration services for all types of trusts, private trust companies (PTCs), managed trust companies (MTCs), private unit trusts (PUTs) and foundations.

We provide corporate administration, director and secretarial services, accounting, fund administration, regulatory and compliance services, succession planning and employee benefit trusts for family firms.

We provide family governance planning bespoke to a family's circumstances / objectives e.g. establishing a charter, advising family members, philanthropy and succession planning. 

We assist with charitable giving charters, charitable trusts and foundations, structuring philanthropic giving strategies, distributions and the provision of fiduciaries.

We assist with intergenerational planning and coaching to ensure the smooth transfer of wealth to the next generation.

We provide pension services for individuals, including pension scheme administration, drawdown administration and regulatory compliance.

We ensure our clients are up-to-date with regards to wills and letters of wishes.

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. And most important of all: we can trust them."

    HNWI client

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