Protecting your wealth
Naturally you want to protect the wealth you’ve created, but the process of doing so can be complex and time consuming.
By transferring your assets to a trust for the benefit of chosen beneficiaries, you can put in place a structure that can be used to make sure your family is looked after long after you are gone.
We will get to know your ambitions in detail and work with you to establish and administer a trust that meets your needs and manages your estate in the most effective and efficient way. Trust management has been at the heart of what we do for over 50 years.
Our trust management team will guide you through the process of setting up the right structure and provide ongoing administration services for all types of trusts including private trust companies (PTCs), managed trust companies (MTCs) and private unit trusts (PUTs).
We can help you
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Protect your assets
We offer a full administration service for your valuable assets, from property and share portfolios to art and jewellery.
Plan for your family's future
A well managed trust is an effective vehicle for succession and inheritance planning.
Receive peace of mind
We protect your hard earned estate from changing regulations, forced heirship requirements and political interference.
Create financial security
With Ocorian, we help protect your wealth and manage it in accordance with your wishes.
We offer trust services in every major global financial hub, so we can set up structures in a location that best suits your lifestyle or financial requirements.
Dedicated trust team
We make sure your needs and goals are always at the centre of what we do. We understand what really matters and deliver our solutions with skill, precision, and absolute discretion.
Experience with the issues that matter the most
We have decades of experience regarding the issues that come with intergenerational wealth transfer and succession planning.
Attention to detail
Our legal and accounting experts keep you informed of any changing regulation and take action when necessary, so your trust is always in good standing.
We assist with the formation and ongoing administration services for all types of trusts including:
- Private trust companies (PTCs)
- Managed trust companies (MTCs)
- Private unit trusts (PUTs)
We provide a trustee to act in accordance with the trust terms and relevant trust law.
We provide one or more corporate protector to act as protector of a client trust in accordance with the trust terms and relevant trust law.
We provide one or more corporate enforcer to act as enforcer of a client purpose trust in accordance with the trust terms and relevant trust law.
We support families and individuals with tax compliance, economic substance rules, GDPR, CRS, FATCA, reporting and general corporate governance compliance
We distribute trust assets to beneficiaries or other related parties, including trust winding up as well as in life trust distributions.
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