EXPERTISE & FOCUS

PRIVATE WEALTH SOLUTIONS

"Protecting wealth. Securing futures."

Utilising Trusts and Foundations Related Services How to Proceed

ASSET STRUCTURING UTILISING TRUSTS & FOUNDATIONS

A fiduciary structure helps to preserve wealth and offers a great deal of flexibility over the management and distribution of your assets.

Offshore Trusts

The most widely used vehicle for asset protection is the Trust. A Trust is able to hold a variety of assets including immovable assets, stocks and shares, investment products, real and intellectual property, bank deposits and life insurance policies.

Follow these links to our Knowledge Base to learn more about Offshore Trusts:

About Offshore Trusts

The Seychelles Trust

Offshore Foundations

Foundations have been in use since the late 1930s. Historically, the Foundation's primary use was to provide protection for assets as well as confidentiality.

Foundations have since become well known, and are acceptable in many civil law jurisdictions where Trusts are less well known.

Follow these links to our Knowledge Base to learn more about the Bahamian and Panamanian Foundation:

About Offshore Foundations

The Panama Foundation

The Bahamian Foundation Back to top

RELATED SERVICES

OCRA Worldwide has been providing Offshore Trust services for over 35 years. We are able to offer our clients:

  • Independence – OCRA Worldwide has no conflicts of interest. Our Trustees always act in the best interests of the Beneficiaries of the Offshore Trust. We do not compromise that position. Thus, independence from investment, legal or accounting advisors is critical and should be an absolute requirement by persons seeking to establish a Trust.

  • Service - OCRA Worldwide looks to the long-term, not the short-term. We understand that our success is based on the maintenance of long-term personal relationships and trust.

  • Expertise - The provision of Offshore Trust Services is not a purely mechanical and administrative role. Judgment and expertise are required. Trust law is a complex and demanding area of the law. We have the requisite legal and accounting infrastructure to maintain a high level of professional expertise.

  • Size and substance - OCRA Worldwide has been providing Trustee Services for over three and a half decades. We are a professionally managed company. Compliance, corporate governance and the pursuit of quality are fundamental to everything we do. Our approach to business and client matters is prudent.

  • Value - Many believe that the costs of establishing and administering an Offshore Trust are prohibitive. It is true that many of the major banks and other financial institutions make sizeable charges for setting up an Offshore Trust and receive a percentage of the trust assets in annual administration fees. Our level of fees is generally much more reasonable and provides access to Trusts to those with relatively modest assets. As all cases are different, fees will differ, but they are probably a lot less than you thought.

  • Jurisdiction - OCRA Worldwide's has a dedicated Offshore Trust Companies: OCRA Trustees (Seychelles) Limited. Generally, OCRA Trustees (Seychelles) Limited acts as Trustees where the proper law is that of the Seychelles.

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CALL A CONSULTANT

The office and consultants listed here has particular expertise in this area and will gladly assist you, at no obligation, with a Free Initial Consultation.

Dharmesh Naik, B.Eng, Cert (Comp), TEP, F. MIoD (Group MD - Middle East and Africa)
MAURITIUS OFFICE
Tel: 
Fax: 
+230 217 5100
+230 217 5400
Email: dnaik@ocra-mauritius.com
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Disclaimer: Whilst every effort has been made to ensure that the details contained herein are correct and up-to-date, it does not constitute legal or other
professional advice. OCRA Worldwide does not accept any responsibility, legal or otherwise, for any errors or omission.