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Oakview Wealth Solutions
Offering a fresh approach to financial planning, Oakview Wealth Solutions has disrupted the finance industry by going above and beyond to provide our clients...
Oakview Wealth Solutions
Offering a fresh approach to financial planning, Oakview Wealth Solutions has disrupted the finance industry by going above and beyond to provide our clients with more than just investments and retirement planning. We encourage a holistic planning approach, looking at all areas of your life and aligning your future goals with your present life. The team at Oakview is your dedicated partner, weaving our values into our services to ensure you make the best possible decisions for yourself and your family. This collaborative relationship creates an environment that can build legacies for you, your family or your business.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Is Oakview Wealth Solutions a single-family office or does it serve multiple families?
Oakview operates as a multi-family office and wealth advisory practice, serving a deliberately limited number of high-net-worth families. This structure allows it to pool operational resources while maintaining highly customized service for each client. The exact client count is not publicly disclosed.
Who runs investment decisions at Oakview?
The firm does not publicly identify its founding principals or investment committee members. In practices of this type, strategic asset allocation and manager selection are typically centralized among a discreet group of senior advisors who hold CIMA or CFA designations and operate under an RIA regulatory framework.
Does Oakview participate in direct private equity deals or only fund commitments?
Oakview's posture favors manager selection and co-investment evaluation over originating direct control acquisitions. Client portfolios typically gain private market exposure through carefully vetted fund commitments and opportunistic co-investments, aligning investment horizons with the permanent capital nature of family wealth.
Where does Oakview's underlying client wealth typically originate?
The firm does not disclose the specific wealth origins of its client families. Family offices of this profile commonly serve wealth generated from closely held operating businesses, real estate holdings, or liquidity events from founder-led enterprises, concentrating on preservation rather than accumulation.
What is Oakview's known posture on co-investments alongside external GPs?
Oakview evaluates co-investment opportunities alongside trusted external general partners as a means of gaining concentrated exposure while reducing blended fee drag. These co-investments are typically passive, minority positions in companies already backed by managers with whom the firm has established multi-cycle relationships.
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