The 2030 Trustee 

A holistic view of private client trends

In 2023, Ocorian published our guide to the 2030 Trustee; working with our experts to define and explain the themes that we saw shaping the private client industry of the future. We focussed on four main trends: philanthropy, the next generation, ESG and digital assets. 

Throughout 2024, we sat down with some of our most-trusted intermediaries to get their perspectives on these four themes during intimate roundtable sessions hosted in London, Mauritius and Dubai.

Lawyers, accountants, platform builders, investment managers, advisors and bankers all joined us to share their expertise – we’re thankful for their input and are sure that you’ll find our 2030 Trustee Report to be a valuable resource in an industry characterised by its abundance of resources, and its quest for value. 

Private client services 

• Entity formation & administration
• Private trust & foundation services 
• Private fund services  
• Private company services  
• Accounting & regulatory reporting 
• Outsourced family office