Ocorian

Across continents and cultures, we come together to wish you joyous holidays 🌏🎄✨ From all of us at Ocorian, Season’s Greetings! #OneOcorian #HappyHolidays #FestiveCheer

The UK government's recent move to increase transparency in land ownership has far-reaching implications for overseas investors. With increased scrutiny and limited privacy options, it's crucial to understand how these changes might impact your investments. Don't let these changes catch you off guard. #UKlandownership #overseasinvestment #trusts #taxplanning

We’re witnessing a historic wealth transfer, with an estimated US$68tn set to change hands by 2050. As family priorities evolve, advisors must navigate the complexities of working with multiple generations. This dynamic is particularly pronounced in the Middle East, where cultural differences between older and younger generations are shaping rapidly maturing economies. With 63% of Saudi Arabia’s population under 30, the next generation is primed to drive innovation, create jobs, and modernize business practices. As Yasmine Omari of EY UAE points out, “The next generation doesn’t just refer to people in their 20s and 30s. In the Middle East, we might as well be talking about men and women in their 60s who have lived in the shadow of their parents for their entire lives.” Explore these insights and more in our #2030Trustee Report: https://lnkd.in/eWSP-sD9 #WealthTransfer #FamilyOffice #NextGen

We’re excited to announce that Ocorian has expanded its US presence by acquiring US-based fund administrator, EdgePoint Fund Services (“EdgePoint”).   EdgePoint offers a wealth of expertise in fund administration services for US fund managers in private markets. Their talented team of accounting and investor services specialists will now be part of our global fund services business, which comprises 500+ experts worldwide.  This strategic acquisition strengthens our commitment to unlocking even greater value and seamless support for US fund managers.  Read the full announcement here: https://lnkd.in/dZP_Cd-4 #USFundManagers #USFunds #PrivateMarkets

Thinking about setting up a private trust company? 🏦 A PTC is an effective way for high-net-worth families to manage their trust structures while maintaining control, confidentiality and flexibility. From understanding the role of directors to exploring ownership structures like purpose trusts or foundations, this article covers everything you need to know to make informed decisions: https://lnkd.in/eHqUYrtG #PrivateTrustCompany #TrustStructures

Picture this: a frosty Christmas Eve, a reclusive trustee and spine-chilling visitations. As the ghostly clock strikes, lessons of past, present and future unravel, bringing the complexities of trust management to life in the most unexpected way. What happened to Marley’s legacy? Will Scrooge rise to the occasion or let the icicles of inertia freeze over the trust’s future? Discover the story that blends festive whimsy with lessons in fiduciary responsibility: https://lnkd.in/e83DBrSZ #Trusts #Trustees

Family offices are adapting to a changing investment landscape, with Asia leading the way 🌏 Our 2024 Asia Family Office Report reveals that 83.7% of respondents in Asia have increased exposure to alternative asset classes – a trend that's shaping the future of wealth management across the region. In our report, our family office experts Robin Harris, Novia Lu, and Shawn Wang unpack these trends, exploring everything from evolving succession approaches to the rising professionalism of family offices. Download it here: https://lnkd.in/eP3chfuR #FamilyOffice #SuccessionPlanning #AlternativeAssets

Luxembourg is a popular location for voluntary liquidations, thanks to its favourable operating environment and efficient structures like SPVs 🇱🇺 While the process is well-structured, it needs to be followed carefully, especially when it comes to compliance with tax and domiciling rules. That’s why many choose experts like Ocorian to handle it smoothly and efficiently. 📄 Read the full article to discover how our team can help: https://lnkd.in/eB5P7-Dm #VoluntaryLiquidation #CorporateServices #Luxembourg

Are you prepared for the UK's new securitisation framework?🇬🇧 The UK’s updated securitisation regulations, effective 1 November 2024, replace the previous EU rules. While many foundational aspects remain the same, significant changes are evident, particularly in investor due diligence and risk retention. In his latest article, Head of Capital Markets for EMEA, Kevin Butler, explores these key differences and shares insights into potential future changes: https://lnkd.in/e-7x6jaM #Securitisation #RegulatoryChanges #FCA #PRA

We are very excited to sponsor the Global Alts Miami conference hosted by iConnections, from 27 – 30 January 2025. As the world’s premier alternative investment event, it promises unparalleled networking opportunities and insights. Kevin Butler, Michael Gull, Frank Hattann, and Yegor Lanovenko, representing Ocorian’s capital markets and fund services teams, will be at booth 1408. For more information on the event or to set up a meeting with our capital markets and fund services experts, click here > https://lnkd.in/eiyd9QbV #GlobalAltsMiami