Company

Oak Group

Position

Managing director

Index

Trusts, Structuring & Offshore

Location

Douglas

Advice type

Family offices

Private office

Client Types

Entrepreneurs

HNW

Non-domiciles

UHNW

Sector Focus

Business and Consumer Services

Customer Type

Adviser

Tanya O’Carroll

Spear’s Review

As Oak Group’s managing director for the Isle of Man, 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 an associate of the Institute of Secretaries and a member of the Institute of Directors.

Rank: Top Recommended

Top Recommended 2023, Trusts, Structuring & Offshore

Share on