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NewOak Overview

Type

Multi Family Office

Year Founded

2020

General Information

NewOak is a multi-family office headquartered in Geneva, Switzerland. Founded in 2020, the firm supports international ultra-high-net-worth families through discretionary asset management, private equity and real estate co-investments, succession and inheritance planning, corporate and fiduciary administration, and concierge services delivered via its Geneva and Zurich teams under FINMA oversight—delivers 360-degree wealth and lifestyle solutions.

Contact Information

Website:
https://newoak.ch

Year Founded:
2020

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
1204, Geneva, Geneva, CH, Boulevard Georges Favon 28

Portfolio & Notable Allocations

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