Providing value through our expertise

Tailored solutions for

Family Offices

At Oak Universe, we understand that every family office is unique, with its own set of financial goals, priorities, and challenges. That's why we offer tailored solutions that are specifically designed to meet the needs of each of our family office clients.

Our team of experienced professionals works closely with each client to develop a customized wealth management strategy that takes into account their unique circumstances and goals. Whether it's investment management, tax planning, estate planning, philanthropy, or other areas of financial management, we offer a full suite of services that can be tailored to meet the specific needs of each family office client.

By offering tailored solutions, we help our clients achieve their financial objectives while minimizing risk and optimizing performance. We pride ourselves on building long-term relationships with our family office clients and providing them with the high-quality service and support they deserve.

Help to identify investment targets

Our team of experienced professionals is skilled at identifying potential investment opportunities that align with our clients' goals and values. We conduct thorough research and analysis to identify companies or projects that have the potential to generate strong returns, while also taking into account factors such as risk tolerance, diversification, and industry trends.

Setup and manage investments through SPVs / tailor-made "micro-fund"

We offer our clients the ability to invest in a range of opportunities through Special Purpose Vehicles (SPVs) or custom-made "micro-funds." These vehicles are designed to provide our clients with greater control and flexibility over their investments, while also offering potential tax benefits and reduced administrative overhead.

Our team handles all aspects of the investment process, from setting up the vehicle or fund to managing the investment portfolio and monitoring performance.

Support with value creation assessment and investment opinion:

We provide our clients with expert guidance and support throughout the investment process. This includes conducting thorough value creation assessments to determine the potential ROI of an investment opportunity, as well as providing investment opinions and recommendations based on our extensive industry knowledge and experience.

Our goal is to help our clients make informed investment decisions that align with their overall financial goals and objectives, while also minimizing risk and maximizing returns.