We Provide Solid & Strategic

Investment Solutions

Who We Are

Helping Our Clients Identify

Investment Opportunities

What We Do

Seize Market Opportunities and

Grow Your Wealth

Why Oak Kapital

Strategic Investment Solutions

Oak Kapital provides solid and strategic investment solutions

Our Services

Who We Are

Oak Kapital is a leading investment advisory and wealth management consultancy firm that offers an exclusive range of bespoke investment advisory and consulting services and solutions. Since our establishment in 2016, we have been catering to an elite client base, working hand in hand with family-owned companies and high-net-worth individuals to help them sustain and grow their wealth in overseas markets, preserving their legacy and guiding them to reach their objectives and aspirations. Oak Kapital provides solid and strategic investment solutions and counsel through a comprehensive suite of offerings, within several key income generating sectors such as Real Estate, Hospitality, Healthcare, Fintech and start-ups to name a few.

Our Values

Our values are at the core of our work, defining the way we work together, as we assist our clients in implementing their ambitions and finding new and original investment solutions that go above and beyond their expectations.

At Oak we are defined by:
Positivity, Mindfulness, Excellence, Innovation, Ingenuity, Commitment, Agility, Flexibility, Integrity, Discretion, Authenticity and Honesty.

What We Do

From the very beginning, we have had a deep and longstanding commitment to working closely with family-owned businesses and high-net-worth individuals by helping them identify investment opportunities that increase and preserve their funds and assets. We do this by designing purpose-made customized investment solutions that lead to the expansion and preservation of our clients’ wealth.

OUR APPROACH

We believe that every client’s goals are unique and that no two investment strategies are the same. Therefore, we take a bottom-up approach that ensures that your business is set up for growth, with the right infrastructure and support for investments to thrive.

Whether helping with setting-up a Family office, negotiating investment terms on behalf of our clients, or sitting on Boards of companies to safeguard your investments, our advisors will partner with you to deliver groundbreaking and original customized investment advice.

Why Oak Kapital

At Oak Kapital, we have confidence that there’s no limit to your ambitions. We help you make things happen through strategic counsel and investment advisory services that enable you to seize market opportunities and grow your wealth. With our guidance, you will achieve your goals, preserve your interests and meet your strategic objectives.

Strategic Counsel

We offer you strategic, objective, transparent, honest and most importantly realistic advice that is developed to suit your personalized needs and requirements.

Global Markets

Our experts have a proven track record and sound knowledge of various growth sectors within a variety of highly sought-after global markets, (Traditional, Niche).

Holistic Approach

We have a thorough understanding of our clients’ unique and individual needs, aspirations and objectives, as we approach business and investments comprehensively.

Custom-Tailored Solutions

We tailor and adapt investment strategies and outlooks and planning aspects according to changes in your business needs, dynamics, and funding capabilities.

Extensive Market Knowledge

We have a sound understanding and grasp of local, regional and international market conditions and variables that are constantly facing change.

Decades of Experience

Experience has enabled us to develop a solid investment portfolio, as we work with Family offices to preserve their wealth and steer them towards greater success.

Governance

We support family governance through Single -Family -Office establishments, management and wealth preservation and sustainable succession planning.

Solid Advice

Our advice is solid and reliable, providing you with guidance that incorporates global best practices, and thoughtful rollout of investment transactions.

Cultural Emphasis

We have a wide-ranging understanding and global insight into cultural nuances, factors and considerations of the MENA region with a focus on the GCC, in particular.

Our People

Our skilled senior level consultants have extensive experience, a global outlook and an all-encompassing cultural understanding of regional and international markets within carefully chosen industries and geographies in both the private and public sectors. With a strong and reliable network across the US, the UK, Europe & Southeast Asia, we are a truly global organization with specialists who apply their skillsets and expertise as a guiding principle to taking care of your overseas investments and managing your wealth.

As consulting experts, we will help you identify your next big project and then customize it to achieve what matters to you the most. We will also guide you towards navigating and exploring both conventional and non-conventional potential investment opportunities within a number of growing markets, industries and sectors. From helping you with access to different opportunities to ensuring alignment with your business values, risk profile, investment tenure, current resources and your wish-list for the future, our objective is to serve you and help you create long-term value.

Our Clients

Ever since our establishment, we have taken pride in our work, as we know that our clients are our greatest asset. We consider each and every client a part of our continuously growing family. We start each success story by making it personal, allowing our flexibility to fall within the realm of each client’s unique requirements.

Over the years, our skilled advisors have been working with an exclusive client base that includes reputable family businesses and high-net-worth individuals. We also work closely with the public sector to help government institutions become more modern and innovative. At Oak Kapital, we conduct our work with transparency, honesty, and precision. Our testimonials are the referrals that bring in every client. With every client, another client joins our family. The story is simple; we commit to a job, we do it once, we do it right. Our work is our testimony; our growing family is our reference.

Our Services

We provide our clients with a suite of offerings that have been carefully designed to meet the constant demands of today’s dynamic and global market. Our comprehensive set of advisory and investment solutions offer you personalized services that strive to take your investments to new horizons, with each service being expertly crafted to meet your unique investment goals and aspirations.

We Provide Solid & Strategic

Investment Solutions

Helping Our Clients Identify

Investment Opportunities

Seize Market Opportunities and

Grow Your Wealth

Strategic Investment Solutions

Who We Are

Our Values

What We Do

OUR APPROACH

Why Oak Kapital

Strategic Counsel

Global Markets

Holistic Approach

Custom-Tailored Solutions

Extensive Market Knowledge

Decades of Experience

Governance

Solid Advice

Cultural Emphasis

Our People

Our Clients

Our Services

Investment Advisory

Family Office Setup

Business Transformation

Asset Management

Insights

Business Transformation Best Practices

Diversity Vs. Smart Investments: Right Direction

Family Office Setup - What to know

How Trusts Can Preserve your Wealth