inspire
our families
build
YOUR trust
develop
YOUR heritage
What we believe in
newoak was founded because Uhnwi were missing the following essentials:
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IMPARTIALITY
No conflict of interest in the advice we provide.
CONFIDENTIALITY
Utmost discretion underlies all our investments.
GOVERNANCE
Thanks to our extensive knowledge and understanding of our clients we can provide wealth planning and estate solutions for future generations.
LONGTERM PARTNERSHIP
Based on its values NewOak is a trusted partner that will remain with its clients over generations.
GLOBAL PRESENCE
Worldwide opportunities derived exclusively from our own network built around trusted families and stakeholders.
VISION
NewOak is constantly evolving. Our vision matches our clients’ future needs.
our philosophy
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.
our expertise
our experience
INVESTMENT pARTNERS
Asset management team
03
Real estate investment fund
05
Venture Capital structure
08
Pension plan strategies
02
family governance
Orchestration of foundation setup
03
Overlook of Trusts constitution
12
Monitoring worldwide companies
30
Family wealth planning
07
COUNTRIES covered
Europe
03
Middle East
05
Africa
03
Americas
03
AWARDS
want to learn more?
get in touch
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