Professional services Private Clients

With our years of experience in the management of family wealth, our director-led, private client team are experienced, professionally qualified people who are focused on meeting your expectations. Our solutions are never off-the-shelf. Whenever we recommend a solution – whether it’s a family trust, private trust company, corporate entity or fund– it's designed to meet the needs of you and your family members.

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committed & experienced
Our personal approach to Private Client Services

We use a director-led approach to deliver high quality services to our private clients. Our specialist teams provide the strength and depth of expertise needed to deliver prompt and considered investment strategies to best manage trust assets for our clients. Our considerable experience provides clients with the support that they need to establish and manage their family trusts and other structures.   

Personal Service

Bespoke solutions for Private Clients

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

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  • 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


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 family trusts, discretionary trusts, interest in possession trusts, reserved powers trusts, charitable and non-charitable purpose trusts.

Our team can also provide the trusteeship, ongoing administration and full accounting services once established with corporate trustees.  We can also assist with the establishment of private trust companies and can provide protector services to non-administered trusts.


We can help set up a foundation, 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, administration services, accounting and wealth monitoring to assist with investment strategies. We provide corporate governance through the provision of corporate directors (or individual appointments to a wider board of directors) and company 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 family trusts. Our team can assist with the proposed PTC structuring, the establishment of the PTC and the ongoing administration.

Family office services

Our professional trustee, foundation and private trust company services are all available as a combined 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.  We can also help to formulate and deliver investment strategies using our vast network of third party investment management partners.

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.


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

Oak Group and Momentum Trust, a partnership providing expert offshore solutions to preserve your wealth.

Key Contacts

Our dedication to client service is at the core of everything we do.

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

Meet the team
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Joe Woodward


Managing Director

Email Joe Woodward
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Jo Gorrod


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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Zoubeir Khatib


Managing Director

Email Zoubeir Khatib
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."