How Oukla makes money
A family office works for the family that pays it. Here is how we are paid and where a conflict of interest could arise, so you can weigh our advice and the partners we propose.
Your membership
Your plan is paid monthly or yearly in advance. It covers your contact, the team behind them, the hours of work included each month and the services included in your plan.
Services we provide or resell
A service outside your plan, done by our team or bought from a partner and resold to you, is invoiced by us at the price shown before you confirm. You approve every price first.
Fees from partners
Some partners pay us when we introduce a family to them or for being part of our network: a percentage of the partner's deal, a fixed amount per introduction, or a monthly fee for being listed. Each has a ceiling written in our terms. These fees stay with us, and you agree to that when you accept the terms. A partner who works for you directly invoices you directly.
What we never earn from
- Investments: banks, asset managers and anyone selling investment products pay us nothing. We do not deal with investments.
- Your data: we never sell it or let anyone use it for advertising.
- Your money: we keep no client money in custody.
We choose partners by their licences, insurance, references and the price they offer you, and every job is rated.
The ceilings of partner fees and what you agree to are in our Terms, section 10
Draft for review by a Swiss lawyer. The final text may change.