About Us

Mission

Blue Oak International Family Office is committed to providing personalized insurance, wealth management, and family services to global clients. We integrate financial expertise with a deep understanding of families to assist clients in maintaining financial stability and family harmony amidst change.

The Founding of Blue Oak Group

1997 2026

In 1997, Blue Oak Group was founded in Hong Kong, witnessing the rapid rise of Chinese family wealth. We take insurance services as our core, integrating wealth management and family governance to provide high-net-worth families with one-stop, cross-regional, long-term planning. From Hong Kong to New York, Blue Oak safeguards the future of every family with integrity and wisdom.

Core Values

Customer-Centric: Provide customized services to ensure every client receives exclusive attention.

Integrity and Honesty: Uphold the highest ethical standards to earn trust.

Spirit of Innovation: Continuously explore new financial products and services to provide leading solutions.

Global Vision: Integrate global resources to assist families in achieving cross-border wealth growth.

Family-Oriented: Focus on long-term interests and harmonious inheritance to promote sustainable family development.

Hong Kong Company

The Hong Kong office is responsible for strategic planning, client development, and asset integration. It holds an insurance brokerage license regulated by the Hong Kong Insurance Authority (HKIA) and can provide advanced life insurance products such as investment-linked long-term insurance.

United States Company

The New York office holds insurance brokerage licenses regulated by the New York State Department of Financial Services (DFS) and the National Association of Insurance Commissioners (NAIC). It is responsible for North American and international client services, cooperating with local insurance companies, private banks, and other institutions.