About us

Company Profile

OAK+ Private Office is a UK-based wealth and identity planning consultancy catering to high-net-worth families, professionals, and emerging elites. We are committed to providing global clients with one-stop, professional, and customized financial implementation services, ranging from identity planning, bank account opening, tax optimization, to wealth allocation and family in heritance, to assist clients in achieving stable establishment and long-term development in the UK.


OAK+ originates from a family office background, integrating "family office-level" service standards with a deep understanding of the needs of Chinese clients, providing local service solutions that are not only compliant and practical, but also closer to cultural contexts.

50 +

Over 50 years of financial experience

4

Professional perspectives from 4 continents

40 +

More than 40 top cooperating institutions

Our team

Provide local service solutions that are compliant, practical, and closely aligned with cultural contexts.

Vincent L.

5Master of Financial Economics, Oxford University

Experience with UK boutique real estate private equity firms and CITIC Bank. Having 3 years of entrepreneurial experience, possessing business sensitivity, innovative thinking, and practical experience

Kenny W.

Laura L.

Paul H.

Joyce Z.