We aim to be as close as possible to our clients. We sincerely believe that the on-going relationship with our clients, built on solid bonds of trust, goes beyond wealth management. A family office must also accompany its clients in the organisation of other aspects of their lives, and provide them with support and know-how on all the subjects that are important to them. We will always be at your side on a person-to-person basis to provide you with quality and uncompromising solutions.

The values we promote are the invisible but ever-present link between us and you :transparency, integrity, and honesty.

This service, like all the others at NewOak, is tailor-made, whether it is one-off or long-term:

• Planning a trip or leisure stay? We can assist with travel arrangements, bookings, travel insurance, car rental, and other practical aspects to ensure a seamless experience.
• Do you own a work of art which you would like to have valued? We are here to guide and help you with your research.
• Would you like to provide your children with the best education opportunities available? We will support you with all aspects of educational planning.
• Need to relocate? We help you through the transition – house-hunting, home-staging, administration and local authorities,  bank accounts and insurance, schools and child-care, moving companies, etc.
• A dedicated personal assistant service is also available to support you with day-to-day organisation and bespoke personal requests.

These are just a few examples of conciergerie services we provide!

Professionalism, reactivity, and discretion are our key words to provide you with the best possible service.

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