WHO WE ARE
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Oak Family Advisors, LLC (OFA), a Registered Investment Advisor based in Chicago, Illinois, is focused on serving the needs of wealthy families. The services of OFA include the following:
  • Investment advisory services
  • Wealth transfer planning and strategy
  • Integrated coordination of third party advisors
  • Wealth Transfer planning and strategy
  • Integration / coordination of third party advisors and experts
  • Philanthropic strategy
  • Special asset analysis
  • Cash flow, budgeting and financial planning

Firm Philosophy:
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Oak Family Advisors, LLC was founded upon the premise that truly unconstrained investing, that which is free of institutional and corporate conflicts, can only be achieved through the independent advisor model. OFA strives to provide truly objective, unfettered advice that is always given with the client's best interest in mind.


Firm Strategy:
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The investment strategy of the firm centers around the strategic asset allocation process, building and managing diversified long-term portfolios that map to client specific factors, such as income requirements, downside risk tolerance, and time horizon, among others. We focus our philosophy through a global lens, believing that opportunities are born in all parts of the world, and we utilize both active and passive approaches to access our insights and beliefs.

  CONTACT US
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OAK FAMILY ADVISORS, LLC
150 North Wacker Drive
Suite 1760
Chicago, IL 60606
312-373-7221
Info@ofallc.com