Oak Group

About Oak Group

Formed in Guernsey in 1999, this privately owned group employs about 200 people across five jurisdictions: Guernsey, the Isle of Man, Jersey, Mauritius and the Bahamas. It combines fund administration, corporate services and private client work, and reports more than 19 billion US dollars under administration. The corporate side handles incorporations in a range of jurisdictions, listing support, directorships and company secretarial work for structures that run from property holding vehicles to listed groups. Private clients, many of them internationally mobile families, are served with trusts, foundations, private trust companies and family office support. The group also publishes guidance on relocating to the Crown Dependencies. It states that it does not give tax advice itself and refers clients to independent advisers where needed.

Services

Corporate services cover multi-jurisdictional incorporations, special purpose vehicles, property holding structures, escrow and security trustee roles, listing services, governance and company secretarial administration including statutory registers and filings. Financial management offers bookkeeping, statutory accounts under GAAP or IFRS, consolidations, audit support, VAT registration and UK tax return requirements. Tax compliance and reporting for administered entities, including FATCA and CRS work, is provided without tax advice. Private client services add trust, foundation and private trust company formation and administration, plus family office structuring.

• ✓ Company formation: offered
• ✓ Accounting and bookkeeping: offered
• ✓ Tax compliance: offered
• ✓ VAT: offered
• ✕ Payroll: not listed
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✓ Corporate secretarial: offered
• ✕ Virtual office: not listed