Organization · Family Office
NewOak
NewOak is a family office based in Geneva and Zurich, specializing in wealth management, asset management, and estate planning for ultra-high-net-worth individuals. They focus on protecting and growing family wealth across generations.
Overview
What NewOak does
What NewOak is
NewOak is a family office based in Geneva and Zurich, specializing in wealth management, asset management, and estate planning for ultra-high-net-worth individuals. They focus on protecting and growing family wealth across generations.
How it participates in the startup ecosystem
The current public profile supports funder and publisher capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.
Operational profile
Organization status and context
Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.
- Operational status
- Active
- Organization type
- Family Office
- Founded
- Founded in 2020
- Approximate age
- About 6 years
- Structured capabilities
- Funder · Publisher
- Last reviewed
- March 28, 2026
Official channels
Find NewOak elsewhere
Open the official website or a supported primary organization account.
Capability profile
NewOak as a funder
Investment thesis
NewOak is dedicated to supporting families in their key decisions and philanthropic efforts, aiming to inspire future generations while protecting family traditions.
Focus narrative
NewOak provides a range of services including asset management, private equity and real estate, wealth planning and inheritance, club deals, and corporate and fiduciary services. They focus on creating family cohesion and excellence across different backgrounds and geographical regions.
Focus and fit
- Regions
- Global
Availability
- Currently deploying
- Not published
Capability profile
NewOak as a publisher
Editorial focus
NewOak is a family office based in Geneva and Zurich, dedicated to assisting families with their key decisions and philanthropic initiatives. The organization aims to inspire and develop future generations while safeguarding family traditions and fostering a sustainable future.
Audience value
NewOak provides a comprehensive range of services including asset management, private equity, real estate, wealth planning, and corporate services, all aimed at creating family cohesion and excellence across diverse backgrounds and regions.
Format and cadence
- Content formats
- blog
Availability
- Guest pitch state
- Not currently accepting
Audience and focus
- Audience
- Founders
- Regions
- Europe
Flagship work and coverage
Flagship properties
NewOak publishes various articles and updates on their website, focusing on wealth management and family office strategies.
Notable coverage
NewOak's CEO Gregory Armstrong was featured in Bilan Magazine's list of Entrepreneurs under 40.
Common questions
What to know about NewOak
Upseed classifies NewOak under the Family Office organization type. Its current public profile includes funder and publisher capabilities.
Source and update disclosure
Know what this page is based on
Source basis
Public organization and program material, official websites, and structured Upseed records.
Last reviewed
March 28, 2026
Known limits
Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.
Upseed is an independent guide. It is not affiliated with or endorsed by the organization described on this page.