OakRock Advisory Group

OakRock Strategic Asset Positioning Management™

Rooted in Wisdom. Grounded in Legacy.

A high-level, strategy-only framework for families with complex wealth. OakRock brings family office intelligence to organize, interpret, and position assets across entities, trusts, and generations — without managing investments or selling products.

What we do

Strategic clarity for complex wealth.

OakRock sits at the intersection of structure, risk, and legacy. We help families see their entire financial ecosystem in one coherent architecture — then provide the strategic frameworks needed to improve positioning over time.

We do not replace your CPA, attorney, or investment advisor — we empower them. Our work is educational and structural: mapping how assets, entities, and trusts relate to one another so your licensed professionals can implement with greater precision.

The result is a single, integrated view of your financial world, translated into plain language and aligned with your long-term legacy goals.
  • Asset organization & consolidated family balance sheet view.
  • Risk architecture assessment across entities, accounts, and trusts.
  • Entity & trust positioning frameworks (high-level, non-legal).
  • Tax-efficiency education on asset placement and multi-generational drag (educational only).
  • Family office–style coordination with your CPA, attorney, and wealth team.
Who we serve

Designed for families with meaningful complexity.

OakRock is best suited for clients whose assets, entities, and objectives have outgrown simple spreadsheets and one-dimensional advice.

HNW & UHNW Families

Families with multi-million balance sheets, multiple advisors, and evolving legacy goals.

Multi-Entity Owners

Entrepreneurs with layered LLCs, S-corps, holding companies, or operating structures.

Physicians & Specialists

Clinical professionals balancing practice ownership, real estate, and personal planning.

Real Estate Investors

Portfolios spanning personal, investment, and development properties across entities.

Family Enterprise Groups

Families with operating businesses, family LLCs, and intergenerational planning needs.

Legacy-Focused Stewards

Those intent on transferring not just assets, but structure, values, and stability.

Why it matters

Because wealth without structure is vulnerable.

As assets accumulate across accounts, entities, and generations, clarity declines and risk rises. Strategic positioning restores order, purpose, and resilience.

🛡
Risk reduction
Identify liability exposure, co-mingling, and concentration risks across entities and personal holdings.
🧭
Directional clarity
See your entire financial world in one integrated map, aligned with defined priorities and time horizons.
🏛
Structural alignment
Understand how trusts, entities, and accounts can be positioned conceptually to better support legacy, tax efficiency, and continuity.
The OakRock method

A four-stage framework for strategic positioning.

Our process is designed to be thorough, repeatable, and respectful of the roles of your existing advisors.

1
Discovery
We gather key information about your assets, entities, trusts, cash flow, and objectives.
2
Mapping
We create visual Asset Maps™, entity & trust diagrams, risk maps, and tax character overviews.
3
Strategic positioning
We deliver educational frameworks that highlight potential improvements in risk, structure, and efficiency.
4
Advisor coordination
We support conversations with your CPA and attorney so implementation remains fully in licensed hands.
Advisory tiers

Engagements tailored to your complexity.

Each tier builds on the one before it. Fees are provided privately after an initial consultation.

Tier I

Foundation Package

For families seeking a clear, organized view of their current structure, risks, and key planning gaps.

Includes initial Asset Map™ and risk review.

Tier II

Strategic Positioning Package

For growing complexity across entities, trusts, and accounts requiring a full positioning roadmap.

Adds structural diagrams and tax character overview (educational only).

Tier III

Family Office Advisory

For high-net-worth families needing multi-dimensional mapping, legacy alignment, and coordination.

Includes multi-generational planning frameworks.

Tier IV

Private Client Office

A bespoke engagement for ultra-high-net-worth families requiring ongoing strategic oversight.

Fully customized around your family enterprise.

What you receive

Deliverables that bring everything into focus.

Tangible, visual tools that simplify complexity and give your advisors a unified starting point.

  • ✓ OakRock Asset Positioning Map™ consolidating your entire ecosystem in one view.
  • ✓ Entity & trust alignment diagrams clarifying how structures relate to underlying assets.
  • ✓ Risk architecture report highlighting critical, moderate, and optimization-level items.
  • ✓ Tax character overview (educational) to inform your CPA’s long-term strategy.
  • ✓ Written strategic summary with prioritized next steps for your professional team.
Asset Map™ Preview
Entity & Trust Diagram Preview
Risk Map Preview
Strategic Summary Snapshot

Ready to bring order to financial complexity?

Schedule a confidential conversation to explore whether OakRock Strategic Asset Positioning Management™ is the right fit for your family.

Questions

Frequently asked.

If you’d like to go deeper than what’s shared here, we’re happy to speak directly and privately.

No. OakRock provides education, structure, and strategy. We do not manage assets, recommend securities, or sell products of any kind. This keeps our guidance independent and conflict-free.
No. We do not provide tax or legal advice. Our role is to help you understand high-level frameworks and potential positioning strategies so that your CPA and attorney can implement formal tax and legal solutions.
We see ourselves as a strategic interpreter and architect. We translate complex, fragmented information into clear visuals and priorities, then support your CPA, attorney, and wealth advisor as they execute within their regulated roles.
Typically, families with multi-million net worth, multiple entities or trusts, and a desire to think generationally. If your financial life feels complex, layered, or disjointed, OakRock may be a strong fit.
OakRock does not provide investment, securities, legal, or tax advice. Strategic Asset Positioning Management™ is an educational and strategic consulting service. Clients must consult licensed professionals before implementing any strategy or financial decision. OakRock does not manage client assets or prepare tax returns.