Taking care of you — like family.

With the White Oaks family office services, 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.

Family Office

White Oaks 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 your Chief Operating Officer and the guardian of you and your family’s private asset management objectives, our team will work consistently 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


  • 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
Family Office

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Grandpa and Grandchildren

See how a private family office can take the headache out of your family’s asset management needs.

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Investment advisory services provided by White Oaks Wealth Advisors, Inc. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.