Family Office

Serving Clients Globally from Minnesota and Florida

With the White Oaks Family Office team you gain years of experience, expertise and the high quality service that you would expect as a Family Office client. The development and implementation of private asset management techniques and strategies are specifically tailored for your unique objectives, needs and dreams.

White Oaks Wealth Advisors follows a carefully thought out path to assure a holistic approach and considers the many facets of your financial situation to assure an optimal, yet practical, private wealth management solution. Being on “your side of the table” is the primary core value of White Oaks. This is assured by our independence from outside influences of large publicly held firms, and by our fee-only compensation model.

In our role as the Chief Operating Officer and guardian of you and your family’s private asset management objectives, our team will work consistently, both proactively and reactively, to provide the level of service that allows you the freedom and flexibility to pursue your other interests with confidence.

Our goal is to give you your time back!

Our clients consider the White Oaks Family Office team to be their indispensable partner in organizing, strategizing and maximizing the impact of their private family office needs.

Family Governance

  • Family Meetings
  • Family Policies
  • Family Mission Statement
  • Teamwork and Communication
  • Stewardship
  • Financial Education

Risk Management

  • Liability Management
  • Bank Financing
  • Insurance Analysis and Oversight

Philanthropy

  • Strategy Development
  • Strategy Implementation

Integrated Planning

  • Tax Planning
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Business and Succession Planning
  • Cost Analysis

Lifestyle Management

  • Bill Paying and Payroll
  • Cash Flow Management
  • Property Management
  • Business Planning
  • Financial Strategy Mentoring

As a White Oaks family office client you will enjoy interaction with a highly responsive, talented and skilled team of Family Office professionals located at our offices in the Minneapolis-St. Paul, MN metro area and the Sarasota, FL metro area.

Get Started

Contact us or use the button below to schedule your no-obligation discovery meeting to see if we are the right fit for your wealth management needs.

Investing Management
Estate Planning
Risk Management
Education Planning
Self Assessment