Wealth Management
Our expert and holistic advice ensures individuals are prepared for the pace at which the global landscape is changing, by simplifying what is complex.
We collaborate with a full spectrum of industry practitioners to ensure that together we deliver a robust solution to address every aspect of our client’s financial needs.
ONE-STOP SERVICES
1. Alternative Residency
2. Real Estate & Mortgage
3. Education
4. Trust & Fiduciary
5. Insurance
6. Financial Advisory
7. Tax & Legal Planning
8. Alternative Assets
Global Asset Protection and Inheritance Planning
We work closely with tax advisers and private client lawyers to craft bespoke tax planning solutions for high-net-worth individuals with a global presence. From planning to execution, we ensure that every decision is both compliant and sustainable in the long term for current and future generations.
Wealth Accumulation
Strategic asset management that integrates wealth across asset classes and regions, optimising portfolios for long-term, compounded returns.
Asset Protection
Using effective insurance tools to safeguard wealth against business risks, marital disputes, geopolitical uncertainty, and other unforeseen challenges.
Intergenerational Wealth Transfer
Developing personalised succession strategies to ensure a smooth and secure transfer of wealth across generations.
We do this by:
1. Optimising asset structures and enhancing financial allocation efficiency;
2. Providing linternational wealth management and inheritance planning solutions to ensure global protection of assets;
3. Selecting appropriate insurance and protection tools to effectively address multiple needs.
Insurance Solutions
To complement our strategies, we offer tailored insurance solutions through our partners.
Whole of Life Insurance (WoL)
Provides lifelong protection and long-term cash value growth
Indexed Universal Life (IUL)
Offers flexible premiums and market-linked growth potential
Private Placement Life Insurance (PPLI)
Covers a wide range of asset types, achieving tax deferral and asset privacy
Variable Universal Life Insurance (VUL)
Offers flexible diversified investment tools, allowing investment and protection to go hand in hand
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WHY CHOOSE US?
At Oakcean Capital, we believe that true value comes from understanding each client’s unique goals, serving with professionalism, and putting clients first.
