Live your best life

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

Live your best life

West Oak Family Office

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

A team of Professionals with Experience and Education

Integration means having a team of professionals with the experience and education who understand how to integrate all of the pieces of your wealth to ensure they work together now and through the evolution of time.

Investment management is only one piece of the puzzle. Our families appreciate our ability to integrate the tax component, along with other wealth planning considerations into their overall framework.

As decisions are made with one aspect of your wealth, it is important to have a personal dedicated team who know what the second or third order consequences that decision could have on your family and wealth over time.