Key Private Client services
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

24 March 2025 Insights
Estate planning for the digital age: How to protect and pass down your digital assets

19 February 2025 Insights
Maximising wealth management: The benefits of Guernsey Private Investment Funds

09 January 2025 Insights
Unlocking the complete potential of a Family Office
. Key private client management contacts

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."