Black Oak Family Office
Geneva family office (Black Oak Family Office SA) offering family wealth services, discretionary and advisory mandates, and access to AI, quantum and life-science deals.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Geneva, Switzerland
- FOUNDED
- 2015
Investment approach
- ROUTES
- Companies (own capital)
Overview
Black Oak Family Office SA is based at Rue de la Madeleine in Geneva. It describes a mission of preserving families' wealth and transmitting values and assets to the next generation, working with an open-architecture network of fiduciary, legal, tax, real-estate and asset-management specialists. Its wealth-management arm runs discretionary, advisory and execution-only mandates for private clients and family offices. Its portfolio page presents investment opportunities in AI, quantum computing and life science, open to investors on request.
Investment thesis
States that asset allocation is the main driver of performance and that broad diversification is key to risk mitigation.
People
- Simon FrickerDirector and Senior Portfolio Manager · source
- Alain SamanPresident and Chairman of the Board · source
- Thomas RoseDirector · source
Frequently asked questions
Black Oak Family Office is a multi family office based in Geneva, Switzerland, founded in 2015.
Black Oak Family Office invests its own capital into companies.
Black Oak Family Office invests in Artificial Intelligence, Deep Tech and Biotech & Life Sciences.
Key people at Black Oak Family Office include Alain Saman (President and Chairman of the Board), Thomas Rose (Director) and Simon Fricker (Director and Senior Portfolio Manager).