Time to focus on what matters

Our families appreciate the high touch, bespoke family office we have created for them, dedicated to making their lives easier.

Time to focus on what matters

West Oak Family Office

Our families appreciate the high touch, bespoke family office we have created for them, dedicated to making their lives easier.

West Oak Family Office is built differently

Traditional wealth management firms are comprised of investment management teams to support investing decisions and basic financial planning.

We have dedicated professionals and resources not only for investment management, but equally importantly, for tax and wealth planning for the sole benefit of our very small family base.

This level of dedication allows us to really get to know our families and provide proactive and bespoke advice quickly and efficiently. We are dedicated to making our families’ lives easier, in whatever capacity that means for them.