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Our People
News & Insight
Opera
About Oak
Locations
Careers at Oak
ESG
Our communities
Downloads

Private Clients
Strategic trust structuring and stewardship
Private foundations and legacy planning
Corporate structuring and governance
Private Trust Company (PTC) formation and administration
Private Family Office services
Global tax compliance and wealth reporting
Tailored real estate holding structures
Philanthropic advisory and impact giving

Corporate Services
Global offshore incorporations
Corporate domiciliation and leadership solutions
Strategic administrative and transactional support
Corporate governance and secretarial services
Escrow and independent security trustee services
Listing services
Financial management and reporting
Regulatory compliance and risk advisory

Funds
Fund formation and regulatory approval
Comprehensive investor relations and servicing
Fund compliance services
Specialised fund accounting and financial reporting
Fund governance and secretarial services
Listed fund advisory and administration
Optimised treasury and cash flow management
Bespoke Fund solutions and special projects

Terms of business

Please find terms of business relevant to the jurisdictions in which we operate:

Guernsey Terms & Conditions of Business
Isle of Man Terms & Conditions of Business
Jersey Terms & Conditions of Business
Mauritius Terms & Conditions of Business

Oak provides bespoke financial solutions, standing out in a crowded marketplace to deliver fund administration, corporate and private client services.

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