Green Oak Assets

www.greenoakassets.com

We work on 100% open architecture model with highest quality of professional partnership becoming CFO for client on helping on personal wealth. We are committed to managing our client's wealth efficiently, effectively and innovatively. It is by design that our Client-to-RM ratio is nearly one- tenth of large service providers enabling us to provide high level of attention and customized offering to each client. Our client profile consists of CEOs, CXOs, successful professionals and entrepreneurs. Integrity, Competence and professionalism are the three most important guiding principal we have.

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We work on 100% open architecture model with highest quality of professional partnership becoming CFO for client on helping on personal wealth. We are committed to managing our client's wealth efficiently, effectively and innovatively. It is by design that our Client-to-RM ratio is nearly one- tenth of large service providers enabling us to provide high level of attention and customized offering to each client. Our client profile consists of CEOs, CXOs, successful professionals and entrepreneurs. Integrity, Competence and professionalism are the three most important guiding principal we have.

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Employees

1-10

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Founded

2022

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  • Co - Founder

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