Company
Black Oak Family Office operates under the strict guidelines of the Swiss Company Act. We adhere rigorously to the Anti-Money Laundering Act and are affiliated with the recognized Self-Regulatory AOOS (Swiss Limited Corporation for Supervisions) approved by FINMA (Swiss Financial Market Supervisory Authority).
Mission
In every family, diverse talents and individual values create a unique tapestry. Our paramount objective is to honor and elevate the distinctive talents of each family member, simultaneously fostering common ground for a seamless transmission of both values and assets to the next generation.
Committed to cultivating a community grounded in shared principles, collective wisdom, and ongoing learning, we provide a space where like-minded individuals converge.
At the heart of our enterprise lies a personal touch reminiscent of a private office, ensuring that your experience is tailored to your specific needs and aspirations.
Encompassing principles that contribute to familial harmony and success, we wholeheartedly embrace core values such as integrity and excellence. These values guide our interactions and decisions, establishing a bedrock of trust and accomplishment.
Our philosophy revolves around the preservation of your wealth and the facilitation of a multigenerational transmission of prosperity. Recognizing the significance of safeguarding your financial legacy, we tirelessly work to ensure its seamless continuity.
We take pride in our ability to connect high-net-worth individuals globally, fostering relationships through a network of affiliates spanning global
for complex requirements
Grounded in our open architecture philosophy, Black Oak Family Office is perpetually engaged in the pursuit of the finest external specialists available. We engage in collaborative partnerships with an expansive global network of service providers specializing in fiduciary management, legal affairs, custodianship, taxation, real estate, accounting, private equity, and asset management. This network undergoes continual expansion to ensure comprehensive coverage and access to best-in-class expertise.