Private Client

Serving the needs of private clients for more than 45 years, Ocorian is a recognised industry leader. We provide an entirely bespoke fiduciary administration and accounting service to high net worth individuals and their families. Working closely with their advisors and family offices, our aim is to preserve and protect family wealth.

We have extensive experience in establishing and managing complex, high-value structures for international clients. We also have a deep understanding of the issues that come with inter-generational wealth transfers and succession planning, and deal with the second and third generations of many of our client families.

Our clients value our expertise, experience and discretion. Our multi-jurisdictional private client service is built on long-term personal relationships founded on a deep understanding of what matters to our clients now, and in the future. Each team member is carefully selected to provide tailored, practical solutions that are flexible enough to adapt to changing circumstances.

Our team includes chartered accountants, lawyers and STEP qualified staff, while our independence from investment management services minimises any conflicts of interest and has given us a significant network of investment and banking service providers.

We place our considerable network at our clients’ disposal, or can work closely with the advisors our clients prefer, and take time to understand individual client needs, implement the most effective structure and deliver the most appropriate solutions and services.

In short, we are your family’s trusted partner in wealth protection, helping you to establish a legacy for future generations.

Our Private Client services:

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