Trusts can be effective vehicles to achieve key private wealth management and succession planning objectives. Our team of trust specialists, administrators and accountants, whose skills and experience add value during the full lifecycle of a trust, can help you develop and implement solutions that comply with all legal and regulatory requirements.
Our trust administration services provided to international private clients include:
- Assisting with the establishment of the trust
- Trust administration
- Trustee services
- Accounting and financial reporting
- Cash management services
- Compliance services
- FATCA and CRS services
I have worked alongside the Ocorian team of professionals over 15 years. With their rich international experience and deep understanding, they have consistently delivered high-quality advice and expertise"
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.