CONSULTING SERVICES

Our extensive network of professionals across the globe is available to our clients for specialist advice.

The experience and practical nature of our team means we can add constructively to your project or special development.

handshake 2

Professional Protector Services

It is important to have an independent professional Protector as part of your asset protection plan. Appointing a trustee you have never met working from a foreign jurisdiction is often a daunting task. As professional Protectors we act as your eyes and ears ensuring your appointed trustee adheres to the terms of their appointment. Look at it as a watchdog service that gives you peace of mind. We have experience that spans nearly 30 years in trustee administration services and therefore offer a proven track record in providing oversight in accordance to the terms of the trust deed. We have in-depth experience of trust litigation matters and can give comfort to both professional advisor and client alike that the duties of a Protector as provided for in trust deeds will be performed only with the best interests of the settlor and beneficiaries in mind.

While we specialise in trusts established in the Cook Islands, we can accept appointment as a Protector of trusts domiciled in other jurisdictions.

Trust Litigation Services

We have a proven track record in trust litigation matters. We make a promise to our clients that not only will we walk alongside you throughout your journey, we will stand and deliver when and if required. It is a promise that sets us apart from our competitors and makes us incredibly proud of who we are and what we stand for. We offer the services of a specialist legal unit based out of New Zealand and the Cook Islands dedicated to trust litigation. If storm clouds are gathering, you can count on us to step up to the plate when you need us the most.

trusted advisor
iStock 874849032
digital
digital

Digital Innovation

Digital innovation within the financial services industry has opened a new world of opportunities and possibilities. Whether it's identity verification, AML solutions or adoption of disruptive technologies such as blockchain, we have the business expertise to help.

Ora Partners can help you scope your project and take it from blueprint to reality. You can depend upon our proven expertise in digital technology, and rely on us to be both creative and logical. We'll pursue the most effective way of achieving your goals and we'll pose challenging, pragmatic questions as we go.

AML/Compliance

Anti-money laundering and compliance programmes have become an integral part of any credible business which conducts financial transactions. It has never been more important to follow meticulous KYC (Know Your Customer) protocols. We offer a proven platform as well as experience in the area of regulatory oversight and compliance.
Read our legal notices
nz greenback
meeting

Testimonials

Ora Fiduciary has been an excellent partner in providing Asset Protection for my clients. They have exceptional customer service and understand the intricacy of asset protection planning. It is without any hesitation that I recommend Ora Fiduciary to anyone needing a professional Trust company.
Blake HarrisManaging Attorney at Mile High Estate Planning, Denver, USA
I have worked with Ora Trust and Puai Wichman since 2007. During these years I have found Ora Trust and Puai Wichman to embody integrity, honesty, and professionalism in all matters. They resolutely stand by their clients during good times and bad. It is a relationship that has grown valuable with time and over the years I have come to realize that working with Ora and Puai is like working with family. It is a positive and sound experience.
Robert MathewsAsset Protection, California, USA
I am a USA tax and trust attorney specialising in international and cross border tax and estate planning for 30 years. I have had the pleasure to work with Puai since we started our careers together in 1993. We are both the same age and not only have we worked together on many professional endeavors but also we have developed a strong bond and friendship. I have gotten to know his family and him mine as well and I consider myself a lucky, fortunate person to have been able to develop such a strong professional and personal bond with Puai over the last several decades. Puai is honest, hard working and sincere. He and his team always handle my clients with the utmost professionalism and respect. I cannot recommend Puai and the Ora team highly enough.
Josh BennettTrust Attorney, Florida, USA
I have been working alongside Puai and his Ora team since 2012. During that time their service and support has always been first class. I look forward to working with them in new ways through Ora Partners.
Richard DukeDuke Law Firm, Alabama, USA
Our firm has been very fortunate to associate with Ora for many years. We have complete confidence in Puai Wichman and his team, and would recommend them without hesitation. We have received the finest service, as have our clients, in their needs regarding offshore trusts, entities and bank accounts. Puai and his associates have made personal visits to our firm over the years, travelling literally half way around the world, to make certain that we and our clients are completely satisfied with the services provided. Our many clients who have utilized Ora’s services have been well served indeed.
Jennifer WilsonBohm Wildish & Matsen, LLP, California, USA
I have been doing business with Puai Wichman since 1996. Thus, we have built decades of trust. I admire their pure integrity, dedication to excellence, and their genuine concern for the wellbeing of their clients. At the same time, they are dedicated to doing the right thing and working within the regulatory framework that ensures their longevity and the financial security of their clients. I find the staff well-informed and caring. Plus, they promptly respond to our needs. We are in a parallel business. So, as a result of the trust we have in this fine organization, we have absolute confidence in referring our clients, including friends and family members. I hold Ora in the highest regard as a fiduciary one can trust.
Kevin WessellCEO
General Corporate Services, Inc.
Previous
Next

Ora Partners, your Wealth Solutions Team.

Get In Touch