Leadership
Leadership and Advisory Direction
Oakwood Family Office's public materials identify Dr. James Bennett as a leadership figure associated with its modern family wealth management direction.
Curriculum Vitae
The leadership narrative emphasizes economics, investment judgment, customized planning, and the development of families that can steward capital responsibly.
Academic
Economics foundation
Leadership materials describe a doctoral background in economics and long-standing interest in markets.
2020
CEO direction
Dr. James Bennett is presented as taking the CEO role with a mission to share wealth management experience.
Governance
Family systems
The firm emphasizes constitutions, education, and communication structures for complex families.
Technology
OK Mind development
Oakwood's materials discuss AI-supported market education evolving from quantitative research.
Timeline
2008: Oakwood Family Office begins building its private wealth advisory identity.
2018: OK Mind and intelligent investment system development is described in company materials.
2020: Dr. James Bennett is presented as leading the firm into a broader family office era.
2026: Oakwood continues publishing family office education, governance, and market research resources.