Professional Services Private Clients
Oak provides intelligent, thoughtful solutions that come from decades of experience providing multi-jurisdictional corporate and trust structures, as well as expert administrative services to family offices and individuals. Our mission is to deliver financial solutions that exceed the expectations of our institutional and private clients worldwide.
Leadership & Integrity Our Personal Approach
With over 20 years of experience in the management of family wealth, Oak understands the unique needs of private clients. Our experienced, qualified employees recognise the need to meet the individual expectations of private clients. Our director-led service is focused on meeting those expectations.
Personal Service Bespoke Solutions
Our solutions are never off-the-shelf. Whenever we recommend a solution, it's designed to meet your individual requirements. We serve our private clients in many areas, including:
Structures
- Charitable trusts
- Foundations
- Limited partnerships
- Offshore property holding vehicles
- Private trust companies
- Special purpose vehicles
- Trusts
Services
- Asset financing
- Company administration
- Family trust administration
- Full trusteeship services
- Investment monitoring
- Structuring
- Treasury
