INVESTMENT MANAGEMENT

For multi-generational wealth:

We model our investment process on those of single family offices. Our clients invest for the long term, reducing volatility in portfolios that matter to them. The investment universe is constantly changing and investors need to design, implement and monitor the investment process more carefully than ever. The combined experience of our CERTIFIED FINANCIAL PLANNER™ professionals, CPAs and a Chartered Financial Analyst® provide over 75 years of combined experience to develop, implement and monitor an effective strategy to ward against the four evils that investors face today: Inflation, Volatility, Group Think and Global Disruptions and dislocations.

With evidenced based strategies, vetted academically, White Oaks crafts effective strategies to mitigate the dangers and produce effective results with excellent risk adjusted rates of return, audited process, track records, and total independence via its fee-only fiduciary mode of operation.

Estate Planning

Estate Planning

For multi-generations
Tax Planning

Tax Planning

For multi-generations
Risk Management

Risk Management

For multi-generations
Education Planning

Education Planning

For multi-generations