What we believe in
newoak was founded because Uhnwi were missing the following essentials:
No conflict of interest in the advice we provide.
Utmost discretion underlies all our investments.
Thanks to our extensive knowledge and understanding of our clients we can provide wealth planning and estate solutions for future generations.
Based on its values NewOak is a trusted partner that will remain with its clients over generations.
Worldwide opportunities derived exclusively from our own network built around trusted families and stakeholders.
NewOak is constantly evolving. Our vision matches our clients’ future needs.
Hands-on asset management and transparent investments.
Off-market opportunities brought by our network and approved by the Board of Advisors.
The extra mile for all your personal matters. Benefit from our wide network.
Broadrange of alternative solutions to optimize your diversification of investments.
We work hand in hand with expert lawyers to offer you the best advice whatever the matter.
We ensure that your heritage is preserved.
We are a tailor-made family office based in Geneva and Zurich inspiring and developing the generations of tomorrow.
Our team of in-house experts find tailored and effective solutions to assist you in protecting your wealth every step of the way.
Asset management team
Real estate investment fund
Venture Capital structure
Pension plan strategies
Orchestration of foundation setup
Overlook of Trusts constitution
Monitoring worldwide companies
Family wealth planning