OAG Trust


About Us

Main informations about Us.

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OAGTrust is a boutique consultancy specializing in financial advisory, trust administration, and strategic investment solutions..
OAGTrust is a trusted financial consultancy that provides tailored solutions in wealth management, trust and estate administration, and investment advisory. With a client-first philosophy and deep market insight, we help individuals and institutions secure, grow, and transition their financial legacy with confidence

Experience

Multi National Licenses

3259 Successful Investments

670 Satisfied Clients

50 Years cumulative experience

Our Experience
Cross-Border Investment Advisory Pan-European Client Solutions
2019 – Present

OAGTrust has advised private clients, family offices, and institutional investors across the EU on diversified investment strategies, portfolio structuring, and regulatory alignment under MiFID II and AIFMD frameworks.

Trust and Estate Administration Legacy Planning & Fiduciary Management
2013 – 2019

Delivered bespoke trust structures, succession planning solutions, and administration services across multiple EU jurisdictions, with full compliance to civil law and common law frameworks.

Corporate Advisory & Capital Structuring SME and Family Business Focus
2011 – 2019

Supported European SMEs in optimising capital structures, restructuring debt, and raising equity. Advised on corporate governance, ownership succession, and cross-border asset transfers.

Foundations and Philanthropic Advisory EU & EEA Jurisdictions
2011 – 2013

Provided guidance on setting up charitable foundations, donor-advised funds, and social investment vehicles, aligning philanthropic intent with tax efficiency and transparency requirements.

Areas of Specialisation
Private Wealth Structuring

Customised solutions for wealth protection, inheritance planning, and asset diversification, adapted to civil and common law environments across Europe.

Regulatory & Compliance Advisory

Guidance on EU regulatory frameworks including AML directives, GDPR, MiFID II, and DAC6. Ensuring clients remain compliant while preserving operational flexibility.

Cross-Border Asset Planning

Strategic counsel on asset holding vehicles, tax treaties, and efficient jurisdiction selection for international families and entrepreneurs.

Institutional Collaboration

Partnership with private banks, legal counsel, and fiduciary institutions across Europe for seamless delivery of multi-jurisdictional financial solutions.

Our Services

OAGTrust provides tailored financial, trust, and investment advisory services to individuals, families, and institutions across Europe.

Investment Risk Management

We design risk-sensitive investment frameworks that align with client objectives while safeguarding against downside exposure across regulated markets.

Wealth & Portfolio Advisory

Our advisory team delivers bespoke portfolio strategies, supporting asset allocation, rebalancing, and performance optimization under EU regulatory guidelines.

Trust & Estate Administration

OAGTrust assists with the creation, management, and cross-border administration of trusts and estates, ensuring compliance with local and EU succession laws.

Regulatory & Compliance Advisory

We guide clients through complex EU regulatory landscapes, including AML directives, MiFID II, and tax transparency (e.g., CRS and DAC6) to ensure full compliance.

Cross-Border Asset Structuring

We offer solutions for international clients seeking to structure assets across jurisdictions, balancing efficiency, compliance, and confidentiality.

Institutional Collaboration

OAGTrust partners with private banks, family offices, and legal advisors to co-deliver integrated financial solutions for multi-generational wealth.

My Clients

Clients Feedback .

Contact US

Feel Free To Contact US Any Time

Let's talk about everything!

Email:

hello@OAG Trust.com

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