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.

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.

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.