Ora fiduciary

Protector Services

Ora can serve as a professional protector for client trusts, offering oversight, veto powers, and independent judgment when needed. This role adds a layer of accountability and protection for settlors and beneficiaries, while supporting the integrity of the overall structure.

Power of Appointment Oversight

Independent oversight of trustee appointments and removals.

Veto Rights on Key Decisions

Review and approval of material trust actions, such as distributions or amendments.

Conflict Management

Acting as a neutral party to resolve disputes or protect beneficiaries’ interests.

Succession & Replacement Planning

Support in ensuring continuity and integrity of the protector role.

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
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