Ora fiduciary

Private Trustee Company

We assist in the formation and administration of Private Trustee Companies, allowing families or advisors to serve as trustee while retaining operational privacy and control. Ora provides full back-office support to ensure compliance and governance obligations are met.

PTC Formation & Registration

Set-up of bespoke Private Trustee Companies tailored to client needs.

Board Composition Guidance

Support in selecting appropriate directors to meet planning and regulatory goals.

Compliance & Recordkeeping

Ongoing support to ensure the PTC remains in good standing.

Trust Administration Support

Back-office services to assist with execution of trust activities and decisions.

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
Affiliated partners
Bank Winter logo
Deltec Bank logo
DBS logo
Vontobel logo
Pictet logo