About Us

Mission

At Blue Oak International Family Office, our mission is to provide comprehensive and personalized insurance, wealth management, and family office services to our clients worldwide.

We combine deep financial expertise with a profound understanding of family dynamics, leveraging global resources to protect and achieve multi-generational wealth growth. We empower our clients to make informed decisions, ensuring their financial stability and family harmony in an ever-changing world.

The Founding of Blue Oak Group

1997 2025

In 1997, Blue Oak Group was founded in Hong Kong at the dawn of a new era, just as household incomes in China began to rise and family wealth started to accumulate rapidly. We understood from the beginning that the meaning of wealth goes beyond mere numbers; it is about responsibility, values, and how it is sustained and passed across generations.

At Blue Oak International Family Office, with insurance services at our core, we seamlessly integrate wealth management and family governance to provide high-net-worth families with tailor-made, one-stop, cross-border solutions for their long-term planning.

We are dedicated to creating a sense of trustworthy peace of mind for our clients, freeing you from the complexities of procedures and structures so you can focus on your life and your vision for the future. From Hong Kong to New York, Blue Oak applies sincerity and wisdom to protect the future of every family, accompanying you on your steady path forward.

Values

Client-Centric: We always put the needs and goals of our clients first, providing customized services to ensure every client receives dedicated attention and tailored solutions.

Integrity: We uphold the highest ethical standards in all our business dealings, maintaining transparency and honesty to earn the trust of our clients and partners.

Innovation: We embrace the exploration of new financial products, service models, and technologies to adapt to the ever-changing market environment and provide our clients with leading-edge solutions.

Global Perspective: Leveraging our deep understanding of global markets, we integrate worldwide resources to offer clients diverse investment opportunities and cross-border services, helping to grow and protect their family wealth on a global scale.

Family-Oriented: We understand the unique needs and values of each family and focus on their long-term interests and harmonious succession. Our focus extends beyond wealth management; we are also committed to fostering the family's sustainable development and cohesion.

Hong Kong Headquarters

Our Hong Kong office is responsible for strategic planning, client development, and investment integration. It holds an insurance brokerage license regulated by the Hong Kong Insurance Authority (HKIA), allowing us to offer Universal Life Insurance and other advanced life insurance products.

New York Office

The New York office holds an insurance brokerage license regulated by the New York State Department of Financial Services (DFS) and adheres to the standards of the National Association of Insurance Commissioners (NAIC).It is responsible for serving both local North American and international clients, managing products, and collaborating with local insurance companies, underwriters, private banks, and other financial institutions.