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 trust 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 our trust management services team will guide you through the process of choosing from the types of trusts available.
We will work with you to establish a trust structure that meets your needs and manages your estate in the most effective and efficient way.
At Ocorian, we provide highly experienced trustees and trust administration services for all types of trust including private trust companies (PTCs), managed trust companies (MTCs) and private unit trusts (PUTs).
Trust services has been at the heart of what we do for over 50 years.
We can help you
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Protect your assets
We offer a full administration service for your assets, from property and share portfolios to assets of passion.
Plan for your family's future
A well-managed trust is an effective vehicle for succession and inheritance planning.
Peace of mind
We can protect your estate from changing regulations, forced heirship requirements and political interference.
Create financial security
With Ocorian, we help protect your wealth and manage in accordance with your wishes.
We offer full trust services in many of the major global financial hubs. We will set up structures in a location that best suits your preference 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 regularly come with intergenerational wealth transfer and succession planning.
Attention to detail
Our legal and accounting experts keep you informed of any changing regulation and act 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.
What you say
What you say
Contact us and a member of our team will be in touch.