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Family office, family business and ultra-high-net-worth individual services

Wealth structuring and administration services for families and UHNWs, backed by more than 50 years’ experience.

How do we support family offices, high-net-worth individuals and family businesses?

Ocorian has provided sophisticated wealth structuring and administration services to high-net-worth individuals, family offices and family businesses for over 50 years.

We support with trusts and foundations, fiduciary administration and succession planning, with absolute discretion and meticulous attention to detail.

Our tailored approach helps families, individuals and family businesses administer complex structures, support global investments and philanthropy and manage inter-generational wealth transfers with confidence.

As regulations evolve and structures grow more intricate, we combine deep specialist expertise with tech-enabled reporting to reduce administrative friction and provide a clearer view across assets and entities.

  • “In a fiercely competitive world, Ocorian has emerged as the provider of choice of major clients’ family offices.”

    Head of Private Client Tax, Big Four Accountancy Firm

 

Speak to our experts

For further information on our private client services or to discuss your requirements, contact our private client business development team. 

Get in touch today

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Contact us and a member of our team will be in touch. 

If you would like to speak to someone in regards to media please email: [email protected]

For career information and job applications please visit our careers page