NewOak SA

Investment thesis

NewOak positions itself as an impartial, confidential and long-term family office partner for ultra-high-net-worth individuals and families. Its in-house experts provide tailored wealth protection, estate planning, family governance, foundation and trust structuring, and multi-generational wealth planning. The firm emphasizes independence with no conflicts of interest, discretion, strong governance, and a global network built around trusted families and stakeholders. It manages investment activity spanning real estate funds, venture capital partnerships and pension strategies, and aims to evolve alongside its clients' future needs across Europe, the Middle East, Africa and the Americas.

Source: firm website, verified Aug 3, 2026.

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