NewOak SA
Family officeGeneva · 11 people tracked
Investment thesis
NewOak is a family office serving ultra-high-net-worth families, founded to address gaps in impartiality, confidentiality, governance, and long-term partnership. It emphasizes conflict-free advice, discretion, and multi-generational wealth planning and estate solutions. Drawing on its own network of trusted families and stakeholders, NewOak identifies worldwide investment opportunities and supports foundation setup, trust constitution, family governance, and pension plan strategies. The firm's in-house experts craft tailored solutions to protect and develop client wealth across generations.
Source: firm website, verified Aug 3, 2026.
Team · 11 people
from the firm's website
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What they invest in
from 8 of 12 portfolio companiesFintech ×3LegalTech ×3Cybersecurity ×1GovTech ×1PropTech ×1
HQs:Switzerland×7Jersey×1
Investments · 12 tracked
founders shown can be your intro pathCo-investorsAccess Venture PartnersAdit Ventures Management, LlcAgilitas Private EquityAlba Infra PartnersALIVE Israel HealthTech FundAlkemi Growth Capital+73 more
Canonica Valticos de Preux & Associés is a law firm providing legal services across multiple fields of law to local and international clients, covering litigation, negotiation, and advisory work.
LegalTech
Montaigne Trust designs and establishes tailored trust structures — discretionary or fixed, revocable or irrevocable — and sets up Private Trust Companies (PTCs) for families, handling constitutive documents such as trust deeds, letters of wishes, and protector provisions.
Fintech
Swiss Pension Advisors provides integrated wealth management that combines pension planning (prévoyance), tax, legal, governance, and asset management within a single independent structure.
Fintech
ZENDATA provides cybersecurity services for businesses and governments, including incident response, managed security services (IT and OT), risk audits and penetration testing (VAPT), threat intelligence, consulting, and employee training.
CybersecurityGovTechGeneva, CH
Steven Meyer(Co-CEO and Co-Founder)Isabelle Meyer(Co-CEO and Co-Founder)Felipe Castro(Chief Information Security Officer)
Frequently asked questions
- How many investments has NewOak SA made?
- NewOak SA has 12 tracked investments.
- What sectors does NewOak SA focus on?
- NewOak SA focuses on Sector Agnostic.
- Where is NewOak SA located?
- NewOak SA is headquartered in Geneva, CH.
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