Oak has over 200 employees across four jurisdictions, many professionally qualified covering a range of disciplines including accountancy, trust, company secretarial and investments.

We are passionate about our people, and want our people to be passionate about us, to do that we understand how important it is to create an environment where our people are cared for, enabled, empowered, and supported to provide exceptional services.

Oak is a purpose-led business with sustainability at the core of everything we do, be it our relationships with all our stakeholders, to how we undertake the management of wealth. Delivering sustainable excellence creates value for our clients, our employees, our shareholders, and for the communities in which we exist.

Oak have more than 25 years of experience in the management of family wealth, our director-led, experienced private client teams are focused on meeting your expectations. Our solutions are not off-the-shelf, whenever we recommend a solution – whether it’s a family trust, private trust company, corporate entity or fund – it's designed to meet the needs of you and your family members.

- Private Clients

- Corporate Services

- Funds