Trusted advisors to generational wealth
We provide institutional-quality investment oversight with the care, discretion, and alignment of a true family office.
Wealth deserves more than a model portfolio
Many families are sold the illusion of customization—mass-market models rebranded as tailored advice. At OakRidge, our clients receive more:
True alignment — No outside agendas or proprietary products
Full transparency — Complete clarity across every entity and investment
Tailored solutions — Built for your unique balance sheet, goals, and values
Born from a gap, and built for trust
OakRidge was founded by partners who spent decades leading in institutional finance, hedge funds, private equity, and family office operations.
We saw a persistent void: ultra-high-net-worth families lacked access to deeply personalized, technically rigorous, and conflict-free advice.
So we built something different—a shared family office focused on a deliberately small number of families.
We don’t market. We’re referred.
Managing complexity with clarity, care, and complete alignment
Our only mandate is to deliver results that serve your long-term objectives—tax-efficient, risk-aware, and purpose-built.
Experts in every discipline
Each partner brings deep, domain-specific expertise in investments, tax, estate planning, and operations—and each one is directly involved in serving our families.
Aligned incentives
We’re not limited by pre-approved platforms or proprietary product lists. Your success is our only agenda. We recommend what’s best for you—nothing else.
Full visibility
We build fully customized reporting platforms that go far beyond standard performance snapshots. Our tools are designed to give families clarity, not complexity.
Our most valuable asset is our people
Our leadership team has advised families like yours from some of the world’s most sophisticated firms—Lone Pine, Citadel, J.P. Morgan and leading family offices.
-
Ryan Donovan
Partner, Chief Operating Officer & Chief Compliance Officer
-
Denise Gaudet Kopchick
Head of Client Services
-
Scott Phillips
Partner & Co-Chief Investment Officer
-
Tim Powers
Partner & Chief Executive Officer
-
Michael Smith
Partner & Co-Chief Investment Officer
-
Marjorie Van Doren
Director of Finance & Client Services
Peace of mind that’s personal
We understand what’s at stake—not just numbers on a page, but the legacy you’ve worked a lifetime to build. Our goal is to simplify the complexity, act with foresight, and deliver with discretion, so you and your family can focus on what matters most.
