“Price is what you pay.
Value is what you get.”

- Warren Buffett

Services

Black Oak Family Office customises investment strategies to its clients’ individual needs such as investment objective, tolerance to risk, time horizon, estate planning, retirement planning, tax issues and legal matters. We manage complex personal and business banking for families, utilising the resources of our esteemed partners with whom we have a long-standing relations. Together with our clients, we elaborate the big picture strategies needed to reach their family goals and preserve their legacy.

Investment consolidation “Consolidation involves many custodians and bank accounts, ranging from the traditional asset categories such as equities, bonds, cash and hedge funds, to the non-traditional categories such as private equity, real estate, insurance funds, loans and direct investments. Among numerous other features, the consolidated statement compares the performance of each asset with the relevant benchmark, evaluates costs and provides a detailed profit and loss analysis.

Risk Analysis & Risk management

You expect a neutral opinion regarding asset concentration and the ability of your assets to withstand heavy market corrections or a contracting economy. This is not about buying the products that appear most compelling, but about making rational decisions. Do your individual investments make sense and do they help diversify your risk to the greatest possible extent?

Your individual investment strategy is carefully defined with the consent of the beneficial owners. Although this process takes time, it will help you and Black Oak Family Office to stay the course, even in difficult times. Broad diversification is the key to risk mitigation.

Private Equity

Private Equity and other long-term investments can help improving the overall diversification and return potential of your portfolio. Together with the family, we develop tailor-made investment strategies. We pre-select suitable investment opportunities for you. Our service is predominantly focused on fund investments. Depending on your risk carrying capacity, fund investments may also be complemented by direct co-investments.

Our service includes support in the subscription process, advice on how to exercise any voting rights, investment monitoring and reporting, as well as the handling of capital calls.

Investment Strategy

Black Oak Family Office customises investment strategies to its clients’ individual needs such as investment objective, tolerance to risk, time horizon, estate planning, retirement planning, tax issues and legal matters. We manage complex personal and business banking for families, utilising the resources of our esteemed partners with whom we have a long-standing relations. Together with our clients, we elaborate the big picture strategies needed to reach their family goals and preserve their legacy.

Investment Management

We simplify our clients’ lives by providing comprehensive investment management and consulting services. We believe that precise asset allocation is the main driver of performance while broad diversification is key to risk mitigation.

Specialised Counsel

Through our large network of associates with whom we have nurtured a long-standing relationship we can provide counsel in the following matters: tax and succession planning, insurance, real estate advisory, private jet management and charters, fund services, financial reporting, compliance and regulation.

Real Estate

The primary aim of our approach to active property asset management is guided by the same principle we follow for the management and nurturing of any other comparable asset, namely achieving the optimal balance between delivering returns and maintaining value. The initial basis for this approach is always the asset allocation, that is an assessment of the particular site taking into account the requirements and capabilities of the investor. Our services extend to cover the entire real estate value added chain and include:

  • Real Estate Research
  • Real Estate Development
  • Portfolio Consolidation
  • Utilisation Concepts
  • Real Estate Investments
  • Brokering of exclusive residences and second homes all over Europe
  • Brokering of business properties
  • Legal and tax consultation