Ivory Oak is a multi-family office with a focus on hands-on, tailored advice and service. In addition to serving families on a multi-generational level, we also serve business owners, executives, corporations and non-profit organizations.
Wealth means something different to everyone. Our goal is to understand your goals and dreams, and how wealth can help to achieve them comfortably and with peace of mind.
It all starts with a conversation. We take the time to understand your priorities, financial goals and time horizon. We construct a roadmap to meet those plans, while monitoring and limiting risks along the way. Our caring, personal touch provides comfort and peace of mind.