Wealth Planning & Inheritance

At NewOak, we care about our client’s wealth and estate planning with the aim of preparing our clients for their retirement and then passing on the inheritance to the next generation. Tailored to your personal needs and life goals, we analyse your financial situation and provide you with a sound basis for making important decisions about your future. This will give you a detailed overview of your assets and any potential optimisations.

Moreover, we advise and assist you in setting up custom-made solutions in the event of incapacity and transfer of your wealth to the next generation. We provide holistic advice thanks to our in-house specialists and leading external professionals. We are here to make sure all details are fine-tuned while always keeping an eye on the big picture, in order to provide comprehensive, pragmatic, and tailor-made solutions.

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