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SkyOak Wealth, LLC Overview
- Type
- Multi Family Office
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:
- https://www.skyoakwealth.com/
- Year Founded:
- Open To First Time Funds:
- Institution Type:
- Multi Family Office
- Corporate Office:
- Las Vegas, MI, United States
- LinkedIn:
- LinkedIn Profile
Investment Focus & Strategy
Leadership & Principals
Portfolio & Notable Allocations
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