Professional services Private Clients

With our years of experience in the management of family wealth, our director-led team of experienced, professionally qualified people are focused on meeting your expectations. Our solutions are never off-the-shelf. Whenever we recommend a solution, it's designed to meet the needs of you and your family.

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committed & experienced Our personal approach

We use a Director-led approach to deliver high quality services to our clients. Our specialist teams provide the strength and depth of expertise needed to deliver prompt and considered services to our clients. Our considerable experience provides clients with the support that they need to establish and manage their structures.   

Bespoke solutions

We provide services throughout the lifecycle of a structure, adding value through early engagement in the formation stage, ongoing support during the life of the structure and assistance with the wind- up process to ensure a thorough closure of all matters. 

ASSET CLASSES

  • High value residential property
  • High value commercial property
  • Investment portfolios – discretionary, advisory and execution only
  • Family business and private companies
  • Luxury assets – artwork, planes, cars and super yachts
  • Private equity

Services

Trusts

A trust is a flexible solution providing for the protection of assets in a wide range of circumstances. We can assist with the establishment of a full range of trusts including discretionary trusts, interest in possession trusts, reserved powers trusts, charitable and non-charitable purpose trusts.


Our team can also provide the trusteeship and ongoing administration and full accounting services once established. Protector services can also be provided to non-administered trusts.

Foundations

We can establish foundations, a flexible vehicle that can be established for charitable or non-charitable purposes or both, and the ongoing provision of a qualified member and a guardian if required.

Company incorporation and officers

We provide incorporation services, accounting, investment monitoring and administration services. We provide corporate governance through the provision of director and corporate secretarial services.

Private trust companies (PTC)

A private trust company can be an ideal solution for managing family business assets and for families that have multiple interests that they wish to segregate in separate trusts. Our team can assist with the proposed PTC structuring, the establishment of the PTC and the ongoing administration.

Family office services

Our trustee, foundation and PTC services are all available as a family office solution. In addition,
we can help a family construct their own family governance document and assist with a range of
non-fiduciary support services.

Real estate structures

Property is one of our areas of expertise, we manage a wide range of commercial and high value residential property holding structures.

Tax compliance and reporting

Tax compliance and reporting is an increasingly complex area which we can assist international families to navigate to ensure structures remain compliant. We do not provide tax advice but are able to put clients in touch with a network of tax advisers if required.

Philanthropy

We can establish and provide ongoing fiduciary and administration services to structures set up for charitable purposes.

Key Contacts

Our people are our most valuable asset

To find out more about our recommended solutions, get in touch today.

Meet the team
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Joe Woodward

Guernsey

Managing Director

Email Joe Woodward
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Jo Gorrod

Jersey

Managing Director

Email Jo Gorrod
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Tanya O’Carroll

Isle of Man

Managing Director

Email Tanya O’Carroll
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Paul Schreibke

Mauritius

Managing Director

Email Paul Schreibke
Tony P, Private Client

Tony P, Private Client

“Having been a client of Oak Group and its forebears for many years, I find the consistent friendliness, courtesy, concern, care and efficiency, underlying their professional expertise and discretion, to be of the greatest support and comfort in these turbulent times for both my family and myself. I am very pleased to recommend Oak Group as a most diligent, efficient and highly trusted firm of Trustees, financial supporters, advisors and wealth managers.”