Solution introduction

Ocorian provides a wide range of trust services to help protect and manage private and family wealth

Protecting your wealth

Naturally you want to protect the wealth you’ve created, but the process of doing so can be complex and time consuming.

By transferring your assets to a trust for the benefit of chosen beneficiaries, you can put in place a trust structure that can be used to make sure your family is looked after long after you are gone.

We will get to know your ambitions in detail and our trust management services team will guide you through the process of choosing from the types of trusts available.

We will work with you to establish a trust structure that meets your needs and manages your estate in the most effective and efficient way.

At Ocorian, we provide highly experienced trustees and trust administration services for all types of trust including private trust companies (PTCs), managed trust companies (MTCs) and private unit trusts (PUTs).

Trust services has been at the heart of what we do for over 50 years.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.