家族办公室服务 & 外包首席投资官

For families with significant assets and complex financial lives, a family office brings every aspect of financial management under one roof: wealth management services, investment strategy, tax and estate planning, legal oversight and lifestyle. 

Building a family office can be challenging. It requires trusted expertise, seamless governance, and a long-term vision that unites professional management with family values.

Establishment of a Family Office

We can provide advice from concept to implementation, including sourcing and selecting third party providers and institutions such as custody, banking, legal and technology.  

Guided by our client’s financial ambitions and circumstances, Oakcean is here to assist with every step of establishing a family office.

Family Office Platforms

Establish both onshore and/or offshore presence with strict budget management.

Licensing

Assist with obtaining regulatory licences.

Team Management

Recruit and manage teams of qualified professionals.

Partnering with Financial Institutions

Select financial partners and professionals: Private Banks/Investment Banks/Brokerage Firms/Insurance/Trusts

外包首席投资官服务

Oakcean’s OCIO service is for new or established Family Offices looking to deploy investment know-how and governance, without the significant upfront costs and risks of employing an investment team in-house.  

As an OCIO, we act as an extension of a Family Office team, bringing investment models, procedures and market access, across multiple asset classes. We provide ongoing review and reporting of performance and risk, to keep the principals informed and in control.  