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SkyOak Wealth, LLC Overview
Type
Family Office - Multi
General Information
SkyOak Wealth, LLC is a multi-family office headquartered in Southfield, United States. Founded in 2006, the firm originates from investment advisory professionals and supports affluent families with comprehensive planning, risk-managed portfolio management and bespoke family office administration. SkyOak Wealth aligns fiduciary advice with goals-based strategies, coordinating tax, estate and philanthropic considerations to protect and grow multigenerational capital.
Contact Information
Website:
Website:
https://www.skyoakwealth.com/
Year Founded:
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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