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DirectoryFinance & InsuranceExternal Asset ManagementGenevaNewOak SA
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NewOak SA

Summary

About the company

The core activity of NewOak is to provide services as a Family Office, including: Asset Management, Wealth Planning and Inheritance, Corporate and Fiduciary Services, Private Equity and Real Estate investments, and Concierge Services for personal matters. NewOak offers its clients comprehensive and tailored support in managing their wealth and helps them achieve their financial goals.

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Offering

Products & services

Industry:External Asset Management
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Asset Management
Discretionary as well as advisory solutions, investment strategy based on risk profile and objectives, portfolio monitoring, sustainable asset allocation, 1e pension solutions.
Wealth Planning & Inheritance
Wealth and estate planning for retirement and succession, analysis of financial situation, solutions for incapacity and transfer to the next generation, trusts, foundations, family charters.
Corporate & Fiduciary
Corporate and entrepreneurial services, establishment of corporate vehicles, directorship and company secretarial services, governance, tax structuring, compliance, accounting, payroll, banking coordination.
Private Equity & Real Estate
Access to private equity opportunities, buyout, growth and venture capital, direct real estate equity and bridge loans, portfolio analysis, real estate fund access.
Club Deals
Sourced investment opportunities from the client network, shared direct investments in real estate or business ventures, full transaction lifecycle management, co-investment alongside NewOak.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
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PProvenExpertSoon

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Location

Boulevard Georges-Favon 28
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-198.364.101
Founded
2020 · 6 years
Last commercial register change
September 19, 2024
Employees
11 to 20

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