Ora fiduciary

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.

MTC Licensing & Setup

End-to-end support in establishing a Managed Trustee Company under Ora’s supervision.

White-Labeled Trustee Services

Operate under your firm’s brand while we handle back-end trustee functions.

Full Compliance Support

We manage filings, recordkeeping, and regulatory reviews on your behalf.

Training & Oversight

Ongoing education and monitoring to ensure best practices are upheld.

How can we help?

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
Working with Ora has been a game-changer for our clients, our team, and capabilities. Their consistency, discretion, and character make them stand out in every way that matters, and I'm extremely grateful for their ongoing commitment to excellence.
Joshua Rey , CEO, Fortuity Inc., Sherman Oaks, California
Affiliated partners
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