Ora fiduciary

Banking Solutions

We help clients establish and maintain banking relationships suited to their offshore structures, ensuring ease of use, compliance, and ongoing investment support. Our team facilitates account openings with reputable banks and coordinates with investment advisors to support a fully integrated wealth management strategy.

Offshore Bank Account Setup

Assistance with opening corporate and trust accounts with established banking partners.

Due Diligence Support

Collection and preparation of required KYC/AML documentation for smooth onboarding.

Bank Relationship Coordination

Ongoing liaison with bankers to ensure account maintenance and issue resolution.

Investment Advisor Appointment

Facilitation of third-party investment advisor onboarding, if required.

Quarterly Reporting

Coordinated delivery of investment performance and account activity reports.

How can we help?

The professionalism and the collaborative nature of the Ora team have yielded nothing but positive experiences for my clients who have worked with them. My partnership with them has undoubtedly been a benefit to our firm.

Brandon Avergon , President, Rampart Consulting Group, Boston, MA

During one of the most delicate and emotionally charged moments for a family, following the passing of a loved one, Ora Partners demonstrated an extraordinary level of professionalism, empathy, and diligence.

Geoffrey Lee , Principal, Legato Law, Los Gatos, California

I have worked with Ora Partners on several complex cross-border structures and have been impressed with their deep industry knowledge and experience. Their team has consistently delivered timely service with the precision and expertise my discerning clients require.

Stephen Speiser , Managing Partner, The Speiser Law Firm, P.A. West Palm Beach, Florida

28/12/23

Cook Islands Trust