Our specialist teams provide the strength and depth of expertise needed to deliver prompt, proactive and considered services to our clients and their investors.
Our team have significant experience and credentials enabling them to deliver services to a wide range of structures from privately held real estate holdings to listed companies. Our solutions are suitable for a diverse and global clientele.
With extensive experience in managing family wealth, our private client teams provide expertise to manage a wide variety of trust assets promptly and effectively to meet the expectations of private clients and families.
With a heritage dating back to 1999, Oak has a 'client first' mentality. Our collaborative approach is designed to create enduring value for our clients, upholding the highest standards of conduct.
Oak has a forward-thinking growth strategy, ensuring a stable, director-led client journey that is progressive and in sync with our client’s aspirations. Our unwavering commitment to service excellence allows us to adapt proactively to the ever-changing industry landscape.
We've strategically positioned our offices in key jurisdictions to provide our clients with the best mix of jurisdictional solutions to their financial needs and goals.
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