Brandywine Oak looks at a family’s entire financial picture in order to develop sound solutions that go beyond investment management.
By asking what matters to each family, we build simple and integrated strategies that focus on cash flow needs and wealth preservation goals.
How We Charge
*Effective 4/1/2024
Successful investing is singles and doubles, not home runs. Wealthy families hire our firm to manage their wealth responsibly and not swing for the fences. 1 / 3
We feel the more a family plans, the more the family will keep. In our experience it is far better to prepare than it is to repair. 2 / 3
Investments are generally a matter of opinion around what the market may or may not do. Taxes are a matter of fact; not a tip from some stockbroker. 3 / 3