Silver Oak offers estate and trust planning, along with investment portfolio management services for high-net-worth individuals, families, institutions, businesses, and startups. Silver Oak coordinates with legal and tax professionals for trust management, but clients must consult their own advisors for specialized advice. Investment recommendations are made on a non-discretionary basis, requiring client approval before implementation.
Fee Structure
Silver Oak charges a fee based on the value of your portfolio. The fee includes initial financial planning, account setup, transferring assets into the trust, trust administration, annual account review, investment advice, and trust tax filing services. The fee is calculated quarterly and can be deducted from client assets or billed directly. The fee is negotiable on a case-by-case basis and for institutional clients.