family office Services

Private Clients, High Net Worth Individuals or Family Offices contact us for the full range of Family Office services.

Our team provides clients with advice on how to organise their family wealth and structures and supports them in their daily private life.

Our family office services include the following:

• Inheritance planning, family wealth structuring

• Administration of family trusts, foundations

• Acting as trusted advisors, protectors to families

• Asset consolidation, co-ordination with bankers, investment managers

• Concierge, relocation, airport pickup services

accounting and financial reporting services

We can assist you in the preparation and filing of your companies’ financial statements and related tasks you encounter during the administration of every business.

Our services include:

• Accounting, bookkeeping, financial reporting

• Assistance with legal audit

• VAT registration and administration

• Payroll services

• Bank account management and treasury services

• Administration of a trust or foundation

• Tax return filing

Domiciliation and management services

We provide domiciliation services to Luxembourg based entities.

We want your business to prosper by providing you with a registered address and office space and directors so as to ensure you are in compliance with the local regulations.

Our services include:

• Registered office and office space

• Directors and proxy-holders for corporate actions

• Company secretarial services

• Co-ordination with the local regulators, tax and other administration           

• Acting as liaison point with your local partners in L

LUXEMBOURG FUND Administration SERVICES

For many reasons (e.g. reputation, attractive range of investment fund solutions, political and economical stability ...), Luxembourg has been successful in attracting investment funds, positioning the country as the second largest fund center in the world.

However, given the increased regularitory requirements, the obligations to co-ordinate with the various local service providers (depositary, brokers, auditors, administrators ...) often promoting one-stop-shop solutions, your fund can quickly become a baffling problem or even a "one-stop-cemetery" from a quality and costs point of view.

WHITE OAK MANAGEMENT offers registrar/transfer agent, NAV calculation, investor reporting services in-house in Luxembourg and can assist in selecting the best service providers for the depository, AIFM functions based on your own criteria, thereby saving priceless hours and "pocket" expenses you can pour back into your business.

Corporate administration

During the life cycle of your company you will face various situations.

We will be there to support you and help to administer your business whatever life brings to you.

WHITE OAK’s services include:

• Company secretarial services

• Maintenance of the constitutional records

• Organisation of shareholders’ and directors’ meetings

• Preparation of corporate documentation

• Review of corporate and legal documents

• Arranging statutory filings with the Luxembourg Business Registers

Project MANAGEMENT

WHITE OAK can also assist you with your various projects whether this being the acquisition of a real estate in the selected jurisdiction or the acquisition of other type of alternative assets. In today's world, cross border investments may be more complex and require a mixture of in-depth legal, tax, banking, regulatory knowledge which we, through our diverse background and network, can manage on your behalf.