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Trust Services

Ocorian establishes and administers trusts that help protect and manage private and family wealth.

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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.

  • Go global

    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.

Why Ocorian?

  • 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.

    Dedicated trust team

  • 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.

    Experience with the issues that matter the most

  • 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.

    Attention to detail

Trust services

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.

What you say

What you say

  • "A very safe pair of hands. Ocorian are our first choice trustee. I work with them on a daily basis and the high quality of their staff, and the service they provide, sets them apart from others in the market. They know the importance of building and maintaining personal relationships with clients and their families."

    David P.

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