Family. Lifestyle. Legacy.

Our purpose is to ensure that our families are able to focus their time on what matters most to them. We care deeply about our families, and we show this by simplifying the complexities that wealth can bring.

Family. Lifestyle. Legacy.

West Oak Family Office

Our purpose is to ensure that our families are able to focus their time on what matters most to them. We care deeply about our families, and we show this by simplifying the complexities that wealth can bring.

Why West Oak Family Office

Integrated

All of the moving parts of a family’s wealth needs to speak to each other.

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Dedicated

High-Net-Worth families appreciate the benefits of dedicated professionals and service within one team and one point of contact.

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Independent

We are an advocate for our families and work for their benefit, not the benefit of anyone or anything else.

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