Company
Position
Managing director
Index
Trusts, Structuring & Offshore
Tax & Offshore
Location
Douglas
Advice type
Family offices
Private office
Client type
Entrepreneurs
HNW
Non-domiciles
UHNW
Sector Focus
Business and Consumer Services
Customer type
Adviser
Tanya O'Carroll
Spear’s Review
As managing director for Oak Group’s Isle of Man business, Tanya O’Carroll has overall responsibility for the firm’s client services on the island, balancing the strategic financial and operational requirements of the business with meeting the complex needs of its HNW client base.
With two decades’ experience in the international trust industry, O’Carroll joined Oak Group from Kleinwort Benson, where she headed up the firm’s Isle of Man fiduciary and custodial offering. Prior to this, she spent nine years working for one of the largest fiduciary service providers on the island, including a secondment to the US to establish a non-depository trust company.
She is a chartered secretary, a chartered governance professional and a member of the Institute of Directors.
Rank: Recommended
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Recommended 2024, Trusts, Structuring & Offshore