Oakwood Investments is an independent wealth management firm providing multi family office services. Located in Switzerland and active on the global stage, we offer HNWIs, VHNWIs as well as affluent families and individuals a selection of bespoke wealth management and family office services and solutions.
We offer our clients a comprehensive selection of wealth management services, including:
- Investment Planning and Consulting
- Portfolio Management
- Estat Planning & Cross-Generational Wealth Transfer
- Family Governance Advisory
- Philanthropic Planning
Company Details
- Employees
- 3
- Address
- Zurich, Ch
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://oakwood-inv.com/
- Keywords
- Follow.
- HQ
- Zurich
- Competitors
- Oakwood Ventures.
Oakwood Investments Questions
Oakwood Investments's website is http://oakwood-inv.com/
Oakwood Investments's LinkedIn profile is https://ch.linkedin.com/company/oakwood-inv
Oakwood Investments has
3 employees.
View email and phone details for 3
employees at Oakwood Investments.
Oakwood Investments's industry is
Financial Services
Oakwood Investments's top competitors are
Oakwood Ventures.
Oakwood Investments's categories are Financial Services
