Value Principles

Our ambition is to lead the industry and transform the client experience, helping individuals, families, institutions, and corporations realize their aspirations and accomplish their highest goals. We achieve this by conduct and behavior of our core values.

Client Centric: We deliver a rare blend of attentiveness and expertise, helping clients explore what’s possible across the full breadth and complexity of their needs. At the center is an elevated client experience, powered by a seasoned, high-caliber team working with energy, creativity, and cutting-edge technology.

Adherence to ethical Standards: The Standing Oak Insurance name represents a trust we value and protect. We hold ourselves to the highest ethical standards and act as responsible stewards for every client, committed to doing what’s right for them and for one another.

Communication through Diversity: Our clients are diverse and so are their goals. We harness firm wide connectivity and open dialogue to foster partnership and collegiality, thus, enabling clear, unbiased insights and solutions that truly fit.

Philanthropic Pursuit

Purpose guides Standing Oak Insurance. We provide thoughtful consideration on clients’ philanthropic ambitions both local and global. We actively engage with community partners to make a tangible difference where our teams live and serve.

Global Transformation

We distinguish ourselves by challenging convention. Standing Oak Insurance relentlessly seeks smarter insights, more inventive solutions, and partnerships you can trust. Thus, bringing distinction to everything we do, whether technology driven, practice knowledge, social development or personal growth.