We harness the power of proven experience
Building on decades of institutional excellence and multi-generational trust, we transform complex financial challenges into lasting family wealth solutions.
Our team of client relationship managers (CROs) brings a wealth of sophisticated expertise, having navigated complex financial landscapes at leading global institutions before establishing OAC.
In fact, we already have second and third generation clients. Our firm DNA goes back decades. One of our founders previously was president of a pioneering multi-family office serving international clients from Florida and the Cayman Islands. As a result, we’ve spent years building strong relationships with key institutions and intimately understanding the local landscape.
This depth of experience means we can proactively spot opportunities and challenges before they arise and guide you with steady confidence through even the most complex financial decisions.
