Family Advisory: A Holistic Approach to Wealth Management

At Oakwood Global Partners, we believe that wealth management extends beyond investments. Our family advisory services offer a comprehensive approach to preserving, growing, and transferring your wealth across generations.

As a asset allocator and multi family office Oakwood offers the following product offering to its global investor base.

  • Investment Management: Customized investment strategies, portfolio management, and asset allocation to optimize returns based on family goals and risk tolerance.
  • Wealth Planning: Comprehensive financial planning, including tax optimization, estate planning, and retirement planning to preserve and grow family wealth.
  • Tax Services: Coordination of tax compliance, strategy, and optimization to minimize liabilities and enhance tax efficiency.
  • Legal Advisory: Access to legal services for estate planning, trust creation, and family governance structures to protect assets and ensure smooth succession. Citizenship by investment is also part of this offering.
  • Philanthropic Advisory: Guidance on charitable giving strategies, foundation management, and impact investing to align philanthropic goals with family values.
  • Risk Management: Assessment of financial and insurance risks, including property, liability, and health insurance to safeguard family assets.
  • Family Governance: Development of governance structures, family constitutions, and communication strategies to promote unity and decision-making among family members.
  • Lifestyle Management: Services related to personal and family needs, such as concierge services, property management, and travel planning.
  • Alternative Investments: Access to unique investment opportunities, including private equity, real estate, and venture capital.
  • Sustainability Strategy: prioritizing investments in companies and projects that demonstrate positive environmental, social, and governance (ESG) practices. This approach aims to generate long-term financial returns while contributing to sustainable development, addressing climate change, and promoting social responsibility.
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Disclaimer

Oakwood Global Partners is not authorized to market or sell any of its funds or services to individuals or entities located in the United Kingdom or any member state of the European Economic Area (EEA). The information provided on this website is intended solely for informational purposes and does not constitute a financial promotion or investment advice.

Any references to “assets under management” are based on the net asset value plus uncalled capital commitments of all Oakwood Global Partners funds and accounts as of a recent date. These figures are approximate, unaudited, and subject to change.

 
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