Ocorian

Managing wealth across multiple jurisdictions, legal structures, and generations creates an administrative burden that most family offices cannot efficiently handle in-house. Ocorian is a global asset servicer with a dedicated private client division serving ultra-high-net-worth individuals and family offices across more than 25 jurisdictions, administering over £275 billion in assets and 20,000 structures.

For family office principals, Ocorian’s private client offering covers the full operational perimeter of wealth stewardship:

• Formation and ongoing administration of family office structures
• Trust and foundation services, including contentious trust resolution and court-appointed trustee appointments
• Family governance frameworks and succession planning
• Residency and relocation support, including UAE Golden Visa applications
• Lifestyle and luxury asset management, HR, payroll, and immigration services
• Financial reporting and support for digital assets

Ocorian’s private client team is built around long-term personal relationships rather than transactional service delivery, and its global footprint means it can coordinate across jurisdictions where family members, assets, or trustees are located in different countries. The firm has operated in key offshore centres including Jersey, Guernsey, Cayman Islands, BVI, Mauritius, Singapore, and the UAE for decades, which matters when disputes or restructuring require local regulatory knowledge under time pressure.

The trade-off to weigh: Ocorian is a broad-based servicer, not a specialist family office boutique. Families seeking a deeply personalised single-point-of-contact experience may find the firm’s scale works against them depending on which regional team they engage. Pricing is not publicly disclosed, and the scope of services offered suggests engagement costs suited to substantial, complex wealth structures rather than smaller or newly established family offices.