Your trusted partner.
In an increasingly uncertain world, wealthy families and individuals need a trusted partner to guide them through the complex challenges that uniquely impact them and their affairs.
With offices worldwide, our highly regarded private client teams provide customised and scalable solutions to protect, preserve and grow your and your family’s wealth – exactly how and where you need us to. We do this on a foundation of close and trusted relationships.
We offer a complete end-to-end service, from establishing and maintaining appropriate structures, to acting as a trustee or director, and we can take care of all administrative tasks and regulatory duties.
We can help you
We manage the formation and ongoing administration services for all types of trusts, private trust companies (PTCs), managed trust companies (MTCs), private unit trusts (PUTs) and foundations.
We provide the following roles of trustee, executor, protector, enforcer, foundation council member and nominee.
We ensure our clients are up to date with regards to wills and letters of wishes. We can also assist with intergenerational planning and coaching to ensure the smooth transfer of wealth to the next generation.
We assist with charitable giving charters, charitable trusts and foundations, structuring philanthropic giving strategies, distributions and the provision of fiduciaries.
We assist with the management and administration of luxury assets such as aircraft, real estate, maritime and other assets of passion.
We support families and individuals with tax compliance, economic substance rules, GDPR, CRS, FATCA, reporting and general corporate governance compliance.
Whether the dispute is between family members or between the family and a third party, we will work to resolve it quickly and calmly.
We support the establishment and administration of a new single or multi family office structure or work with an existing family office.
We provide corporate administration, director and secretarial services, accounting, fund administration, regulatory and compliance services, succession planning and employee benefit trusts for family firms and private companies.
We can provide oversight and ongoing performance monitoring of investments, always working in tandem with third-party investment managers.
Why Ocorian?
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A global and collaborative team
Our award-winning teams will understand your requirements and work to overcome any family, asset or location specific issues.
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Award winning, highly qualified experts
Our directors are appropriately qualified for your needs: they include chartered and certified accountants, chartered secretaries, lawyers and chartered tax advisors.
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Attention to detail
Our legal and accounting experts stay ahead of regulatory deadlines, so your private wealth is always in good standing. Our specialist teams keep your structures compliant with multi-governmental laws, regulations and directives.
Let’s talk
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