Succesion Planning Services

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

Succession planning services

Entity administration

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.

Family business services

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

Family governance planning

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

Philanthropy

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

Intergenerational support and education

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

Pension services

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

Letter of wishes and wills

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

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.
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.
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.