Ocorian has extensive experience setting up and maintaining all kinds of wealth management structures. As part of our comprehensive service, we work with private clients and their advisors to ensure all tax* and compliance matters, including regulatory reporting, are dealt with accurately and on time. 

We will work with your advisors to make sure your structures are always in good legal and regulatory standing – including Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA) reporting – helping you avoid excessive scrutiny and any fines and reputational damage that can result.  

We can act as a single information repository for assets to streamline the administration of complex international financial structures. Alternatively, we can complete basic family trust compliance and regulatory reporting tasks and leave your advisors to take care of the rest.  

Whatever the precise details of the service, we understand the importance of being able to provide independent and impartial oversight of family assets.

*Ocorian do not provide tax advice.