Family Office

We understand that a wealthy family has many demands on their time, and many responsibilities arising from the wealth they have generated. Our dedicated family office team has built up in-depth knowledge and experience across all aspects of life experienced by a wealthy family, and we provide a seamless and holistic approach to the challenges and opportunities those families face. We take care of the detail, so you can enjoy the big picture.

Our family office service offering includes:

  • Wealth Planning
  • Extended Family Services
  • Liquid Investments
  • Illiquid Investments
  • Luxury Assets
  • Family Homes
  • Philanthropy
  • Personal Financial Management
Executive Director Channel Islands
Client Director Channel Islands
Managing Director - Private Client Channel Islands
Managing Director - Private Client Channel Islands
Executive Director United Kingdom
Managing Director - Private Client Channel Islands
Managing Director - Private Client Channel Islands
  • I have worked alongside the Ocorian Family Office team of professionals for over 15 years. With their rich international experience and deep understanding of the dynamics of family businesses, they have consistently delivered high-quality advice and expertise"
    Partner - City Law Firm
RELATED NEWS / INSIGHTS

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Part Two - How to avoid family disputes when transferring wealth
2018 | 16 Aug 2018

As Family Offices continue to evolve, the private wealth industry is coming up with innovative ways to mitigate the risk of conflict escalating into major issues.

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Ocorian shortlisted for 'Trust Company (large firm)' and 'Multi-Family Office' of the Year
2018 | 06 Aug 2018

Ocorian are thrilled to announce that our Private Client team have been shortlisted for the prestigious STEP Private Client Awards 2018/19 in the 'Trust Company (large firm)' and 'Multi-Family Office' categories.

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Part One - Why are Family Offices on the rise?
2018 | 19 Jul 2018

Following July's International Association of Young Lawyers (AIJA) Family Office seminar, Ocorian's Family Office expert and opening session moderator Richard Joynt, explores why Family Offices are experiencing a surge in popularity.

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Ocorian shortlisted for 'Family Office of the Year' at the Citywealth Magic Circle Awards 2018
2018 | 22 Feb 2018

Ocorian has been shortlisted for 'Family Office of the Year' at the Citywealth Magic Circle Awards 2018.

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