UK Wealth Steward Service
High Net Worth Families · Exclusive Plan
We understand the concerns of Asian families better than local UK offices, and we understand the financial systems of Europe and America better than Asian offices
Why do "new second-generation immigrants" need professional companionship in the UK?
As more and more high-net-worth families send their children to the UK for further studies, education is no longer just a pathway to obtaining a diploma, but also a starting point for gaining an international perspective, identity planning, and asset allocation
The asset structure is complex, but lacks systematic planning
Equity, financial assets, real estate, insurance, etc. are distributed in multiple jurisdictions but have a loose structure, overlapping taxation, and low capital efficiency
Lack of arrangements for inheritance and risk isolation
Without establishing an effective inheritance structure, there are hidden concerns about asset security and intergenerational inheritance
Large information gap and limited energy
Financial rules, tax logic, product selection are difficult to understand, fragmented information is difficult to implement, and there are numerous affairs that are difficult to personally promote
Local service providers in Europe and America are not adapting to the local conditions
Language habits, service pace, and cultural differences are significant; High communication costs, ungrounded solutions, and lack of leadership
Service Highlights
Provide local service solutions that are compliant, practical, and closely aligned with cultural contexts.
Integrated planning
We integrate multiple dimensions such as asset layout, taxation, and law to tailor a global strategy that can be implemented
Worry free and efficient
A professional team organizes, screens, and summarizes, presenting only the core decision-making points
Family office-grade standard
Starting with a customized strategy, we aim to become a trusted and ever-present private advisor for our clients
Global perspective, local culture
Based in London, our bilingual team specializes in bridging the Chinese-English community with global mainstream professional resources
One-stop service
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Global Wealth Management
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Personal/Family Affairs
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Additional Services
Comprehensive analysis of family finances, taxes, and laws -1v1 exclusive consultation on opening and maintaining overseas private bank accounts
Professional advice and annual optimization for investment portfolios
Insurance Planning Scheme for High Net Worth Individuals
European Financial System and Hot Topics Salon -2 times
Inheritance of overseas wealth, design of asset security architecture
UK tax planning
Personal and Family Identity Planning and Sorting
Purchase/Loan Plan
UK Bank Remittance Management (Material Pre review, Remote Accompaniment)
Private consultant professional team docking (immigration consultant, real estate agent, lawyer, tax accountant, etc.)
Optional Additional Child Services（OAK+ Young）
Insight Week internship at a local boutique asset management company in London -1 internship (internship certificate and recommendation letter can be provided)
Consultation on further education and school selection
Offline/Online Financial Business School -4 sessions (Financial Intelligence Enlightenment, Career Initiation, Soft Skills Training)
Child ISA Establishment
CASE STUDY
Emily | Second year English undergraduate student
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Pain Point
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Service Plan
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Achievement
I know what I should do, but I don't know how to link investment, taxation, insurance, and loans together. I lack a "one-stop, understanding leader". Cash is scattered in fixed deposits at high street banks, and services cannot keep up. Returns are even lower than inflation. Assets are spread all over the country, but the structure is chaotic, and tax and compliance risks are high
Thinking about 'leaving it to children in the future', but not preparing for the inheritance structure
Comprehensively sort out the asset structure both domestically and internationally, and clarify the optimization space for various types of assets
Open a private bank account, improve service quality, and access high-quality wealth management products
Build an integrated framework of "taxation+investment+inheritance", and achieve the path of "tax reduction first, allocation later, and isolation later" through fund and insurance structures
OAK+'s senior team maintains close communication with Amy, leading her to gain a deeper understanding of the European and American financial systems
The tax saving effect is significant, and asset security is also guaranteed
Funds have shifted from sedimentation to efficient allocation, resulting in a significant increase in annualized returns
Clarifying the inheritance structure, the inheritance path has the first 'safety brick'
From 'passive assembly' to 'specialized coordination', efficiently promote various affairs, saving time and effort
