Est. 1987 — New York · Greenwich · Palm Beach
For nearly four decades, Oakwood Financial Partners has provided discreet, considered guidance to families who measure success not in quarters, but in generations.
Begin a conversationBespoke portfolio construction built around your specific objectives. We favour diversified, risk-adjusted strategies that compound steadily rather than chase short-term performance.
Structuring the seamless transfer of wealth across generations. We coordinate with your legal counsel to ensure your legacy reflects your intentions precisely.
Proactive, year-round tax planning that goes well beyond compliance. We identify opportunities to minimise liability while preserving flexibility across jurisdictions.
Defining what financial independence looks like on your terms. We model scenarios, stress-test assumptions, and build plans that adapt as your life evolves.
In an industry obsessed with the next quarter, we measure our decisions against decades. Our investment philosophy is rooted in the belief that disciplined capital allocation, paired with rigorous risk management, produces the most enduring results.
We do not pursue trends. We do not chase yields. We build portfolios the way one builds a house meant to stand for a hundred years — with care, with quality materials, and with an architect's eye for what endures.
“The market rewards conviction far more generously than it rewards activity.”
These figures represent decades of disciplined stewardship and the enduring confidence of our client families.
Figures as of December 31, 2025. Past performance is not indicative of future results.
Managing Partner
Three decades in institutional and private wealth management. Former Director of Fixed Income at Merrill Lynch. Yale School of Management, MBA.
Senior Partner, Estate Planning
Nationally recognised authority in multi-generational wealth transfer and philanthropic structuring. Former partner at Sullivan & Cromwell. Columbia Law, JD.
Partner, Investment Strategy
Twenty years building global macro and equity strategies for ultra-high-net-worth families. CFA Charterholder. Wharton School of Business, BS Economics.
We accept a limited number of new client relationships each year. If our approach resonates, we would welcome the opportunity to learn about your family's objectives.
Request a ConsultationMinimum relationship: $5M in investable assets