Our mandate at Oswego is to provide research and consulting services to ultra high net worth clients (UHNW), institutional clients and corporations. We understand the competitive nature of the marketplace and confidentiality is key to our approach. We carefully research solutions to your specific set of requirements and tailor them to your needs.

UHNW clients who are looking for wealth preservation use our research and consulting services. We go beyond the traditional and take a holistic look at your situation. With our legal, accounting and asset management partners, we examine your situation with a strategic and analytical approach that looks at things in balance.