Managed Trustee Company

Our Managed Trustee Company solution allows advisors to 
offer trustee services under their own brand, while we handle 
all compliance, administration, and regulatory oversight behind the scenes. Ideal for firms wanting to extend their offering without infrastructure burden.

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.

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.

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.