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.

OUR SERVICES

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