OAK Kapital Services
Solid Growth-Led Returns
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. Our experienced advisors will lead the way through responsive, strategic, customized and data-driven approaches, identifying conventional and non-conventional investment opportunities within various sectors that aim to grow and protect your resources and finances.
Investment Advisory
We understand the importance of strategic guidance when it comes to managing large funds. Our experienced advisors provide strategic counsel through their deep cultural understanding of differences in business environments and their global perspective, bringing you closer each day to fulfilling your ambitions and desired growth rates. Our investment advisory services include investment outlook development and strategy formation that are based on detailed market research and risk assessment. We will introduce you to growing markets, income-generating sectors and industries across key growth markets. All our investment strategy planning and outlooks are strategic and custom-made, as we set you up for success and offer you personalized strategies that are based on your capabilities, resources, strengths and long-term objectives.
Oak Kapital also provides Transaction Management solutions in cohesion with key investment principles by assisting our clients in recognizing new investment opportunities that are based on our professional assessment and due diligence. Additionally, we will handle all business and investment negotiations and deal structuring aspects on your behalf. What’s more, through Post-Transaction Support solutions, we represent our investors both directly and indirectly; sitting on Boards on behalf of our clients to safeguard their investments, ensure their growth and expand their interests.
Our investment advisory services include investment outlook development and strategy formation that are based on detailed market research and risk assessment. We will introduce you to growing markets, income-generating sectors and industries across key growth markets. All our investment strategy planning and outlooks are strategic and custom-made, as we set you up for success and offer you personalized strategies that are based on your capabilities, resources, strengths and long-term objectives. SINGLE-FAMILY-OFFICE SETUP
We understand that a lifetime of hard work goes into building a family’s wealth. That’s why our team of experts appreciates the value of wealth preservation and growth-led investments when it comes to safeguarding your family’s wealth for future generations.Comprehensive Set
We design bespoke Single-Family-Office Setup services, which include an all- rounded comprehensive solutions of offerings to establish a full Single-Family-Office, or setting up parts of this exclusive service.
Wealth Planning
When helping you establish your Family office we carefully incorporate all the features of our investment advisory in order to empower you to pursue your wealth management and wealth planning goals
Building Bridges
We steer you towards educated succession planning that ensures your family’s wealth is maintained and strategically invested for generations to come and shaped to fill the gap between generations.
Business Transformation & Change Management
There are times when any organization, business or even investments require a makeover in order to streamline the flow of income and returns and correct any shortcomings or flaws within an organization’s structure. Through a comprehensive innovative approach, Oak Kapital provides its clients with holistic corporate restructuring that goes beyond classic process reengineering, encouraging private and public institutions to move with the times. This is a case by case customized scenario, because even minor differences can be huge when initiating change. That’s why our experts work in synergy to ensure a quick and subtle transition that does not disrupt your organization’s workflow.
Our experienced consultants take Business Transformation and Change Management a step further by assisting you in introducing new and enhanced business models through an efficient and calculated process and clear communications plans that ensure readiness for moving your organization to the next level.
We also identify any organizational pitfalls and gaps that can be the missing link to successful restructuring needed for growth and success. Throughout the years, we have also been collaborating with governmental organizations on internal restructuring processes that are in line with national interests and priorities.
ASSET MANAGEMENT
Navigating within markets can be challenging when it comes to managing your finances and getting accurate advice that sets you on the path to success. This is an encounter that many face when they invest in foreign markets, as they lack the necessary skills or cultural understanding to make the most out of the resources they have at hand. Our Asset Management solutions focus on two main aspects:Trust
ESTABLISHMENT
This service involves managing capabilities and managing the process of setting-up Trusts in different jurisdictions. We will guide you towards selecting the perfect candidate to become your Trustee in the process. The notion behind this is to preserve your legacy throughout generations to come by transferring wealth into the right hands. Our experts will utilize data, experience and intuition when establishing your Trust in a way that protects your interests and safeguards your future.
Fund
MANAGEMENT
Our experts establish investment funds for family -owned businesses and select a variety of different asset classes that achieve desired returns with a clear exit strategy. This process protects your interests and gives you the ability to focus on what matters to you the most when managing your organization or looking for new prospects to expand your business. Deep expertise and international understanding have enabled us to manage finances and funds on a global level.