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 Birth of the Blue Oak Group
1997
Present
The Blue Oak Group was founded in 1997, has since served more than 20,000 clients and received numerous industry recognitions. Our core team comprises members from the management ranks of leading global insurance brokerage firms, insurance companies and private banks, with an average of more than 20 years of industry experience. We combine rigorous risk management and robust compliance frameworks with modern technology to support the professional development of our wealth managers. Blue Oak delivers international wealth management services to high-net-worth clients and offers wealth managers a genuinely international platform for career growth — seizing every opportunity in family succession planning and global asset allocation.
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 clients with 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.
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.
United States
View map38-08 Union Street, Flushing Commons Office, Unit 9E & 9F, Flushing, NY 11354, New York