Services as unique as the families we serve.
OakRidge provides integrated family office solutions designed for ultra-high-net-worth families with complex needs. Whether we’re managing your full financial picture or providing targeted support, every engagement is personalized, discreet, and aligned with your long-term goals.
Institutional-Grade Investment Management
We build resilient, tax-aware portfolios designed to perform across market cycles. Our approach spans public markets, private investments, and alternative strategies—delivering access, oversight, and customization typically reserved for large institutions.
Consolidated Performance Reporting
A single, customized view of your entire portfolio—across custodians, entities, and asset classes. We integrate public and private investments, track cash flows and tax basis, and deliver real-time reporting that enables better, faster decisions.
Succession & Legacy Planning
We help families align wealth with purpose through thoughtful, enduring structures. From private foundations to multigenerational trusts, we provide strategic guidance, governance oversight, and philanthropic planning to ensure your legacy endures with intention.
Client Services and Operations
We provide comprehensive oversight of the financial infrastructure that supports your family’s wealth. From coordinating capital calls and managing liquidity to working seamlessly with tax teams and outside advisors, our team ensures that every detail is integrated and executed with precision. The result is a streamlined foundation that simplifies complexity and enables confident decision-making.
Curated Investment Opportunities
We identify and deliver distinctive investments that stand apart from traditional offerings. From specialized funds to unique one-off strategies, our team sources opportunities we believe are exceptionally compelling for clients. We manage execution, onboarding, and ongoing oversight—providing seamless access with the same rigor and alignment that define our family office relationships.
Let’s start with a conversation.
If you're exploring a new advisory relationship, we’d welcome the opportunity to connect and learn more about your goals.