At NewOak, we are committed to building a modern, forward-looking multi-family office — one that combines trusted personal guidance with the most innovative technology available. From day one, our ambition has been to shape the next generation of family offices by equipping our team and clients with tools that deliver clarity, precision, and real insight. This commitment naturally led us to choose WIZE, the Swiss-made  leader in the PMS industry, as our partner.

In today’s wealth management landscape, a Portfolio Management System (PMS) is essential. It consolidates multi-bank and multi-asset data, streamlines reporting, and offers a real-time, accurate view of a family’s global wealth. After a careful review of available solutions, WIZE emerged as the partner best suited to support a technology-driven family office like NewOak. 

How Our Clients Benefit

With the support of WIZE, NewOak can provide families with a more coherent and comprehensive understanding of their wealth. We bring together all asset classes — from financial portfolios to real estate, private equity, and alternative investments — into a unified and structured view. This also allows clients to see both their personal assets and those of their companies or holding structures in one place, giving them the clarity needed to make confident, long-term decisions.

Technology as a Catalyst

For us, technology is not a replacement for personal service — it elevates it. By integrating WIZE into our operations, we reinforce the responsiveness and forward-looking mindset that define NewOak’s relationships with the families we accompany across generations.

Read the Full Story

WIZE has published an in-depth case study highlighting how we are using their platform to transform wealth management. It explores our approach, our implementation journey, and what sets NewOak apart as a new-generation multi-family office.

 Read the Full WIZE Case Study: Working with NewOak 

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