Ocorian offers a full foundation establishment and administration service tailored to clients’ specific needs and objectives. We know the significant flexibility foundations can bring to wealth structuring for private clients - be it for succession and estate planning, as philanthropic entities, or more specific purposes - and specialise in working with our clients to create bespoke solutions to their specific structuring requirements.
Our foundation administration service offering includes:
- Assisting in the establishment of the foundation
- Provision of business address
- Provision of council members
- Maintenance of statutory records and execution of statutory obligations
- Accounting and financial reporting
- Cash management services
- Compliance services
- FATCA and CRS services
An excellent multi-jurisdictional independent trust company. Add in their enviable track record in terms of staff retention and they have a winning formula!"