Taxes

• Tax Planning
  You are not working with one person at White Oaks – you are working with a team. That team includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, a Certified Public Accountant (CPA) and a Charted Financial Analyst® (CFA). Together, these individuals assist in the implementation of your portfolio management and tax planning. In addition, the team will review the risk and coverage of your insurance programs, review and recommend changes in your benefit packages (including equity compensation) and provide a process to review and update important estate planning documents. There are hundreds and thousands of great strategies. Of course, not all are appropriate for you. Our role is to make sure the strategy chosen fit together and are kept up to date by asking the right questions to keep you moving toward your goals.
• Tax Services
• Income Tax

Investment

• Investment Management
  Fees for our services are determined carefully so that they are tailored to our clients’ specific needs and are competitive in the marketplace. Our firm investment management portfolio minimum is $2,000,000, and can be waived at our discretion.
• Wealth Management
  White Oaks recognizes that to effectively serve the total wealth management and preservation needs of our clients, for both current and future generations, trusts are an important component.

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  Financial planning appears to be the uninteresting cousin of the flashy investment star. However, investing without planning is like driving a car with your eyes closed. We believe both are equally important.
• Retirement Planning
• Asset Management
  With the White Oaks family office services, you gain years of experience, expertise and the high-quality service that you would expect as a family office client. The development and implementation of private asset management techniques and strategies are specifically tailored for your unique objectives, needs and dreams.