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Private Client

By building close relationships with our private clients, we help them protect, preserve, and plan for their wealth, now and in the future. 

TAKING CARE OF WHAT MATTERS TO YOU MOST

We recognise that every client is different and that individual requirements can change both in the short and long term, as personal circumstances or, indeed, the wider world changes. That’s why, from the very beginning, we aim to build a trusted and close relationship – making sure your needs and goals are always at the centre of what we do.

With highly regarded experts in trusts and foundations, succession planning, philanthropy, regulatory and tax compliance, and fiduciary services, we understand what really matters to you and deliver our solutions with skill, precision, and absolute discretion.

There is very little that we haven’t come across before – so you can rest assured that you are in safe hands and that you and your family’s interests will be taken care of. 

over 50 years

of servicing the needs of private clients

DELIVERING FOR YOU NOW AND IN THE FUTURE

Our global Private Client team works seamlessly across borders to deliver services truly bespoke to your needs.

EXPERTISE

  • Tailoring solutions around you and your family, including succession planning, philanthropy and wealth preservation and enhancement
  • Highly experienced in traditional structures (e.g. family trusts), more complex arrangements (e.g. private trust companies) and new offerings (e.g. foundations, family and limited partnerships) 
  • Skilled in a wide range of investments, from family business interests and real estate, to lifestyle assets and private equity
  • Specialist teams to keep structures compliant with multi-governmental laws, regulations and directives
  • Dedicated reporting teams for key obligations such as CRS/FATCA, substance, and GDPR 

EXPERIENCE

  • By creating long-standing relationships, we support you as your circumstances change over the years, giving you real peace of mind 
  • Relationship continuity - multi-generational relationships spanning decades
  • Provide expertise and support to our clients on some of the world's leading trust law cases
  • Appropriately qualified - our directors are chartered and certified accountants, chartered secretaries, lawyers and chartered tax advisors
  • A robust cyber and data security infrastructure gives you critical peace of mind

EXCELLENCE

  • Absolute client confidentially and discreetness is a hallmark of the way we operate
  • Our directors work not only with you, but also your advisers, to ensure a truly holistic approach, where all your needs are met 
  • Our global presence means we can provide bespoke structures for families that are dispersed around the world
  • Robust service standards, risk and control frameworks
  • Consistently high client satisfaction scores and award-winning service recognition

“Outstanding in every regard. The team at Ocorian are responsive, thorough and understand all the questions. They solve the issues whilst going well beyond expectations. There is real depth to the team and all individuals are continually informed so there is no disruption in service. That is a really big asset.”

John House, Private Client

"In a fiercely competitive field, Ocorian has emerged as the provider of choice for services for major clients' family offices."

Head of Private Client Tax, Big Four Accountancy Firm

Awards & Memberships

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We are active members of prominent industry bodies and have been recognised for our service excellence.

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Speak to one of our experts

Our specialist team has decades of private wealth experience. Get in touch.

Nick Cawley

Global Head - Private Clients

Jersey

Lynda O'Mahoney

Director

United Arab Emirates

John Félicité

Director

Mauritius

Ada Ling

Director

Singapore

Karen O'Hanlon

Director

Jersey

View all our private client specialists

Our Team

Get in touch

Want to learn more about our services, or have a specific question about how we can help you? 

Let us know and we'll help you reach the right person.

Contact us